Associate Advisor

Overview

CI Assante Wealth Management is one of the largest wealth management firms in Canada. It supports 900 professional advisors who manage more than $50 billion in assets on behalf of Canadian families and business owners. As a subsidiary of CI Financial Corp., a leading global diversified investment company, Assante offers personalized financial services and comprehensive solutions. The organization is dedicated to empowering clients to achieve their financial goals and secure their future. With a strong presence and a commitment to excellence, Assante is trusted by many Canadians seeking financial advice.

Job Description

This is a full-time Associate Advisor position, based on-site in Dorval, QC. The Associate Advisor will work closely with advisors and team members to provide administrative and operational support.

Responsibilities

• Maintaining client records and preparing account-related documentation
• Scheduli...