Location: Kelowna, British Columbia, Canada
Category: Finance
Salary: 85,000 - 120,000 CAD / yearly
Full-time
We are seeking a Wealth Advisor to join our Advisory team to develop and maintain client relationships for Aligned Capital Partners Inc. The ideal candidate will provide investment knowledge, holistic planning advice, and service excellence to help clients meet financial goals.
Work with existing Advisors to understand client relationships, develop transition plans, service and develop relationships with clients, cultivate new business, collaborate with team members, make suitable investment recommendations, and ensure compliance with regulatory requirements.
Must have 5-10 years of sales and client service experience in the investment industry, hold relevant planning designations, knowledge of financial markets, financial planning software, and securities legislation.
Modern HQ location, flexible work program, equipment purchase program, training reimbursement, professional designations, corporate discount program, group benefits, parental leave top-up program, fitness membership discounts, volunteer paid days.
CI Financial offers global wealth and asset management advisory services, driven by a commitment to providing high-quality investments and advice. Thrive in a fast-paced environment with opportunities for growth and development.