Associate, Private Client Management

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently seeking an Associate to join our Private Client Group. In this role, the Associate will support the Investment Counsellor for the Atlantic region, focusing on clients with assets in excess of $3 million.

What You Will Do

• The associate will support the Investment Counsellor in preparation for client meetings, including creation and editing of slide decks, macroeconomic or market related research and commentary, analysis of client portfolios, investment taxation and income planning, assisting with the investment policy process and portfolio design and updating client relationship ...

Ready to Apply?

Submit your application today and join our talented team at CI Financial.