Financial Advisor

Description:

We are currently seeking a Financial Advisor to join our Employee Financial Services team. In this role, the financial advisor will develop and maintain the relationships for the Assante Financial Management Employee Accounts Program. Working in a team-oriented environment, you will use your organizational, investment knowledge and exceptional communications skills to provide advice and service existing or new clients with their portfolio of in-house products.

WHAT YOU WILL DO

• Service existing clients in the Employee Account Program
• Ensure asset retention and service excellence primarily over the phone, via correspondence and in person
• Provide advice, information and execute trades for clients
• Effectively promote benefits of mutual fund and other investment products to clients
• Ascertain and analyze client needs and objectives and advise accordingly
• Investigate and resolve client issues and initiate follow up on research efforts
• Respond to inquiries and complaints in a professional and proactive manner

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.