5,783 Coast Capital Savings jobs in Canada

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

What you'll be doing

As a member of the Personal and Business Banking Team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. You're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
• Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC's wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
• Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
• You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
• You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
• You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
• You're a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing.
• You're a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec and CSI/ICB Legal & Ethical Aspects of Financial Planning Course
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

• Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact

Mailbox.careers-
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Westmount-Sherbrooke&Victoria

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

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.

JOB OVERVIEW

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

What you will bring:

• A minimum of two (2) year sales and client service experience within the investment industry
• Strong knowledge of financial markets with a thorough understanding of Mutual funds
• Strong client service skills – required to build/maintain relationships with clients, employees and management
• Sales ability to handle outbound calls/meetings to/with existing clients.
• Post-secondary education, and IFIC or Canadian Securities Course a must.
• Insurance, CFP, CIM & other licensing an asset
• Bilingual (French/English) an asset
• Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
• Excellent communication skills: verbal, written and presentation
• Detail oriented, professional and analytical, positive attitude and genuine commitment to client service
• Good knowledge of Naviplan, Snap Projections and Morningstar

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.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

What we offer:

• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

What your role will be…

Financial Advisor

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you'll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer's stated goals
• To uncover and solve for customers' needs
• Mutual Funds licence and working towards the CIFP Diploma

What we're offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You'll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You'll receive clear, transparent criteria to progress in your career.
• You won't need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise

Location(s): Canada : Ontario : Kingston

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

What your role will be…

Financial Advisor

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you'll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by:

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long-standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer's stated goals
• To uncover and solve for customers' needs
• Mutual Funds licence and working towards the CIFP Diploma

What we're offering…

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You'll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You'll receive clear, transparent criteria to progress in your career.
• You won't need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Location(s): Canada : Alberta : Taber

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Job Description

The Opportunity

You’re the kind of person who is always looking to learn. You want to grow into something greater and you’re looking for an organization that encourages and supports your professional development. Longevity Achieved promotes advancement and rewards our team members based on individual performance and merit. Sure you’ll have exposure to the team, but all of our people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know that this can only be accomplished by supporting our advisor growth and development. By providing frequent feedback and consistently measuring progress, we’ve discovered the recipe for success that’s delivered year over year growth since our first year of business. This a culture of winning. At Longevity Achieved we breed winners.

Responsibilities

• Build and maintain relationships with clients to understand their financial goals and provide suitable recommendations.

• Develop and implement effective sales strategies to meet and exceed sales targets.

• Analyze financial information and market trends to provide accurate and timely advice to clients.

• Stay updated on industry regulations and products to provide clients with up-to-date information and compliance.

• Maintain accurate records of client interactions and transactions for compliance purposes.

• Generate leads through networking, referrals, and cold calling to expand client base.

Experience/Qualifications

• Strong sales skills with a proven track record of meeting and exceeding sales targets.

• In-depth knowledge of financial products, investment options, and market trends.

• Excellent communication and interpersonal skills to build and maintain client relationships.

• Ability to analyze financial information and provide accurate advice to clients.

• Proactive and self-motivated with the ability to generate leads and expand client base.

• Knowledge of industry regulations and compliance requirements.

What's in it for you? (Commissions & benefits)

• Enjoy the flexibility of a hybrid work model, allowing you to work both remotely and at our beautiful office location in Mississauga, ON, Canada.

• Performance-based compensation, untapped earning potential   

• Residual income   

• Customized personal business planning   

• Full marketing support, prospecting, and technical assistance   

• Robust technology stack, including customizable CRM software   

• Customized mentorship program with established advisors and managers   

• Ongoing resources and support, with autonomy to run your own practice   

• Opportunity to qualify for trips to enchanting destinations   

• In-house resources, including discretionary portfolio managers, New Business Support, CPA’s, CFP’s, estate planning attorneys, directors of practice development, and subject-based experts     

Longevity values:   

• DYNAMISM: Fuelling action, speed, and continual excellence.

• UNITY: Harmonising wealth and well-being.

• HONOUR: Upholding trust, duty, and ethical conduct.

• BOLDNESS: Pioneering courage, innovation, and decisive action.

• EMPOWERMENT: Enabling choice, strength, and personal growth.

Qualifications:   

• General understanding of financial services   

• Excellent interpersonal skills   

• LLQP, MFDA or securities license are welcomed but not required
   

To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.  

Longevity Achieved supports a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.

Job Description

TITLE: Financial Advisor
LOCATION: Calgary, AB
REPORTING: Senior Financial Advisor

JOB PURPOSE: Why does this role exist?
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong
client relationships within the firm’s Legacy book of business through regular contact and providing timely,
value-added information, advice and recommendations. The FA is to leverage financial planning tools to
help clients understand what they need to do to reach their goals and to encourage them to act on my
recommendations. This role reports to the Senior Financial Advisor.

KEY ACCOUNTABILITIES:
• Promotes a culture of compliance throughout the firm.
• Recommends strategies clients can use to achieve their financial goals and objectives, including advice
on asset management, asset protection, financial management, retirement planning, tax planning,
business planning and estate planning.
• Manages client base with constant contact strategy.
• Meets with clients to determine their current income, expenses, insurance coverage, tax status,
financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Completes projects and special assignments by establishing objectives; determining priorities; managing
time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to
plans.
• Exhibits the firm’s values of leadership, teamwork, respect, accountability and passion

CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.
• Creates, organizes and executes a successful and effective sale process, acquiring new clients along
the way.
• Works within the team on asks such as Insurance Management.
• Is accountable to follow company policies and procedures.

• Utilizes company approved tools and software.

CLIENT MANAGEMENT
• Identifies opportunities and works with the team members to create solutions for clients.
• Manages client relationships.
• Services and expands new and existing clients by introducing them to the firm's services.
• Reviews accounts to determine if life changes necessitate new financial strategies.

LEADERSHIP AND TEAM DEVELOPMENT
• Updates job knowledge by participating in educational opportunities, reading professional
publications; maintains personal networks; participates in professional organizations.
• Identifies and keeps abreast of new market trends; shares and educates where appropriate.

FINANCIAL AND BUSINESS PERFORMANCE
• Responsible for revenue generation and proactively identify opportunities to grow the business
(new and existing clients).
• Identifies opportunities to gather additional assets and/or increase revenue within the existing
client base.

FUNCTIONAL COMPETENCIES
• Ability to see the “big picture” while staying aligned to the firm’s vision.
• Has a love for the financial services industry, specifically financial planning and a desire to grow in this
field.
• Holds self-accountable to high levels of client service with a focus on maintaining and building strong
customer relationships
• Ability to listen, be responsive to client needs and empathy; persuasive and articulate communication
style and strong interpersonal skills to work in this people-oriented business.
• Strong analytical skills, the ability to use databases and conduct financial research, in addition to
excellent math skills.
• Entrepreneurial Spirit – a love to embrace new opportunities and make things happen, thrive in a fast
paced constantly evolving environment.
• Highly organized and results oriented with demonstrated flexibility.
• Strong personal ethics.

QUALIFICATIONS
• College, University degree or equivalent.
• CSC accreditation.
• CIM an asset.
• CFP Designation and Membership in the Financial Planning Association or other industry groups.
• Insurance licensing an asset.
• Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance
and tax sufficient to discuss these topics with clients and engage or refer to the appropriate specialists.
• Must have proven success in building solid client relationships.
• IT literacy

Job Description

FINANCIAL ADVISOR Desjardins Financial Security Independent Network

BECOME YOUR OWN BOSS

Being an independent financial services professional means that you are your own boss! Find out what this actually means.

Independence
You decide how to manage your time and organize your work. In other words, you are responsible for your own success .

Freedom
You choose the market in which you want to work (individual or business) and the products you want to offer

Your income is in direct proportion to your efforts and your determination
The only limitations are those you impose on yourself!

Recurring commissions
Your income does not come only from commissions on new sales, but also from commissions on renewals.

Support with your communication and marketing efforts.

Desjardins Group the largest cooperative financial group in Canada, has assets of more than $190 billion as at December 31, 2011. Desjardins Financial Security Independent Network is the preferred distributor of products and services of Desjardins Financial Security .

About Desjardins Group:
Named Bank of the Year 2010 - Canada by The Banker published by The Financial Times .
The Banker 's Top 1,000 World Banks (ranked 91st) 2010.
Global Finance 's 2010 World's 50 Safest Banks: Ranked 25th in world and 4th in North America.
National leader in Canada's 10 Most Admired Corporate Cultures by Waterstone Human Capital, 2010
Ranked first on Corporate Knights magazine's 2012 list of the Best 50 Corporate Citizens in Canada .

Desjardins Group regularly grants in excess of $0 million in donations, sponsorships and scholarships to the Canadian community. Its network of caisses, subsidiaries and Desjardins Financial Security Independent Network financial centres contribute locally to numerous community endeavours that support health, community services, education and culture.

BECOME A PART OF OUR SUCCESS STORY

Desjardins Financial Security Independent Network is part of Desjardins Financial Security , and the Desjardins Group which has assets of over 160 billion, the largest cooperative financial group in Canada and the sixth largest financial institution in the country. We are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners.

We are a full service financial services provider with access to multiple insurers and investment fund products. Our track record is based on the quality of support services delivered to associates with a company wide commitment to professionalism. We believe in listening to our associates' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs.

Due to our exceptional growth we are looking for individuals to join our success story in the Greater Ottawa Area as Financial Services Planners .

Join the Desjardins Financial Security Independent Network Team and improve your business by:

1. Staying independent, while maintain access to a multi-disciplinary team and qualified experts.
2. Receiving financial backing to purchase viable blocks of business.
3. Having access to multiple insurers and products and more than 60 mutual funds and segregated fund companies.
4. A competitive pooled compensation bonus structure and immediate vesting.
5. Incentive plans based on multiple insurers' products, mutual and segregated funds.
6. New associate training and mentoring programs which are unique in the industry.
7. Market planning and support.
8. Business continuation support.
9. Leading edge technology.

We are looking for people who are:

• Entrepreneurial.
• Problem solvers.
• Out-going.
• Commitment to quality.
• Hard working.
• Professional.
• Service oriented.
• Computer literate.
• Committed to continuing education and personal development.
• Experienced in sales (an asset but not necessary).

Job Description

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.

JOB OVERVIEW 
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

What you will bring: 

•    A minimum of two (2) year sales and client service experience within the investment industry
•    Strong knowledge of financial markets with a thorough understanding of Mutual funds
•    Strong client service skills – required to build/maintain relationships with clients, employees and management
•    Sales ability to handle outbound calls/meetings to/with existing clients.
•    Post-secondary education, and IFIC or Canadian Securities Course a must. 
•    Insurance, CFP, CIM & other licensing an asset 
•    Bilingual (French/English) an asset
•    Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
•    Excellent communication skills: verbal, written and presentation 
•    Detail oriented, professional and analytical, positive attitude and genuine commitment to client service
•    Good knowledge of Naviplan, Snap Projections and Morningstar

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. 
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

What we offer:

•    Training Reimbursement
•    Paid Professional Designations
•    Employee Savings Plan (ESP)
•    Corporate Discount Program
•    Enhanced group benefits
•    Parental Leave Top–up program
•    Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747. 

Job Description

Building a practice at IG Wealth Management

IG Wealth Management advisors rely on their entrepreneurial spirit and drive to grow a business while keeping our clients interconnected financial needs at the core of everything they do. Advisors receive one-on-one mentorship, practice support tools and access to experts that help our clients achieve financial well-being for themselves and their families.

You will build clients' portfolios through exclusive access to a suite of institutional-quality investments that are beyond the reach of typical investors. To deliver the optimal portfolio experience for our clients, we've forged partnerships with some of the world's leading third-party asset managers.

As one of our wealth management professionals, you'll synchronize every aspect of a client's financial life with an IG Living Plan. With your expertise, clients can embrace all of life's possibilities, and so can you.