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Added 1 hour ago
CC
Sales Representative - Facility Services
Cintas Canada
Langley (District), BC · Langley, BC
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 2 hours ago
IF
Inside sales specialist
iA Financial Group (Industrial Alliance)
Toronto, ON
- Temporary
Collaborating with internal stakeholders to coordinate responses and provide a seamless advisor experience.
Added 2 hours ago
IF
Inside Sales Specialist
iA Financial Group (Industrial Alliance)
Toronto, ON
- Full-time
Collaborating with internal stakeholders to coordinate responses and provide a seamless advisor experience.
Added 2 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 2 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 4 hours ago
Social Impact Specialist
Range
Toronto, ON
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel…
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OT
Site Reliability Engineering Lead, Product Enablement
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
…and operational burden. The SREL serves as a senior technical advisor and escalation point, translating complex issues, options, risks, and trade-offs into clear business language for…
Added 4 hours ago
SL
AVP, Strategic Programs, Innovation, Insights and Regulatory Operations
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
…The role balances regulatory defensibility, operational risk, advisor and client experience, efficiency, capacity and responsible use of digital, automation, analytics, AI and emerging…
Added 5 hours ago
OT
Site Reliability Engineering Lead, Product Enablement
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
…and operational burden. The SREL serves as a senior technical advisor and escalation point, translating complex issues, options, risks, and trade-offs into clear business language for…
Added 5 hours ago
R
Social Impact Specialist
Range
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel…
Added 5 hours ago
CF
Financial Advisor
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Financial Advisor to join our National Accounts team. In this role, the Financial Advisor will develop and maintain the relationships for the Assante Financial…
Added 5 hours ago
HR Coordinator
Hatch
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As part of our Shared Services group, comprised of Finance, Marketing, Communications, Human Resources, Commercial, Legal and Facilities, we support the business achieve their goals through…
Added 5 hours ago
Manager, Strategic Business Partnering (Operations)
Pembina Pipeline Corporation
Calgary, AB
Advise leaders through organizational change, including stakeholder alignment, communications, implementation and sustainment.
Added 5 hours ago
Manager, Leadership and Employee Development
Pembina Pipeline Corporation
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Manage program governance, budgets, vendors, procurement, schedules, risks and communications, prioritizing resources to maximize enterprise value and sustain delivery.
Added 5 hours ago
Councillor Accountability and Recall Advisor
Government of Alberta
AB
Job Title: Councillor Accountability and Recall Advisor
Added 5 hours ago
Sales Representative - Facility Services
Cintas
Langley (District), BC · Langley, BC
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 5 hours ago
BF
Enrolment Services Advisor
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- Full-time
The BCFMA is currently looking for qualified candidates to join our Enrolment Services Advisor team in our Victoria office.
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Senior Communications Advisor
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Do you have a passion for our city and the initiatives that make this place uniquely Edmonton? As a Senior Communications Advisor supporting Edmonton Transit Service branch within the City…
Added 6 hours ago
M
Bilingual Client Success Manager
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- Full-time
…retention across your portfolio. You'll lead relationships and communications in both French and English, partner cross-functionally with Sales, Marketing, Product and Support, and work…
Added 6 hours ago
4A
Service Coordinator - Peterborough Hyundai
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- Full-time
Monitor and respond to incoming calls, emails, text messages, and other customer communications in a timely manner.
Added 6 hours ago
FS
Outside Sales- Parts & Service- Refuse Equipment
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- Full-time
Log all calls and communications with customers to allow for seamless customer support
Added 6 hours ago
P
Director, Scientific Services (Canada)
Prime
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…high-quality, compliant, and strategically aligned medical communications that exceed client objectives and uphold Prime's…
Added 6 hours ago
Senior Advisor, Environmental Risk Management and Site Remediation
VIA HFR - VIA TGF Inc
Ottawa, ON · Montreal, QC · Toronto, ON · Quebec, QC
Would you like to take on a stimulating, high-impact challenge? We are looking for a Senior Advisor, Environmental Risk Management and Site Remediation.
Added 7 hours ago
CT
Director, Technology Communications & Organizational Change Management (14 month contract)
Canadian Tire Corporation
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- Full-time
Serve as a trusted advisor to Technology leadership, providing guidance on executive communications, employee engagement, organizational change, and stakeholder alignment.
Added 7 hours ago
HS
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CI Financial

Financial Advisor

Toronto, ON, Canada

The anticipated base salary range for this position is $42,500 to $71,000. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $42,500 to $71,000.
Job type: Full-time
Apply by: Nov 4, 2026
Experience: A minimum of 2 years sales and client service experience within the investment industry.
Posting language: English
Posted: Oct 5, 2026

Original job 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 a Financial Advisor to join our National Accounts team. In this role, the Financial Advisor will develop and maintain the relationships for the Assante Financial Management book of business. 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 and proactively develop relationships with new and existing clients through phone contact, correspondence and in person meetings.
Cultivate new business through consolidation of assets and referrals from existing clients and advisors in the territory.
Establish a regular savings and investment program for clients by helping them identify goals and identify basic financial planning needs which are periodically reviewed and updated.
Make suitable investment recommendations including promoting the benefits of managed money solutions to clients and prospects.
Adhere to all compliance and regulatory requirements.
Provide timely information, investigate and resolve client issues and initiate follow up on research efforts.
Ability to work independently and in a team environment.

WHAT YOU WILL BRING

A minimum of 2 years sales and client service experience within the investment industry.
Canadian Securities Course (CSC) and LLQP licensing required
CFP, CIM & other licensing are an asset
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.
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.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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

Modern HQ location within walking distance from Union Station
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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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More about this job

Responsibilities

Develop and maintain relationships with new and existing clients, provide portfolio advice and service, and grow business through asset consolidation and referrals. Establish and review clients’ savings and investment programs, recommend suitable investments, meet compliance requirements, and investigate and resolve client issues.

Requirements

Requires at least two years of sales and client service experience in the investment industry, along with the Canadian Securities Course (CSC) and LLQP licensing. Candidates should have strong knowledge of financial markets and mutual funds, excellent communication and client service skills, sales ability, and a thorough understanding of securities legislation and regulatory rules; CFP, CIM, and other licenses are assets.

Skills

Investment Knowledge
Financial Markets
Mutual Funds
Financial Planning
Investment Recommendations
Sales
Client Service
Outbound Calling
Communication
Regulatory Compliance
Securities Legislation
Analytical Skills
Organization
Issue Resolution

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteer Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisory
Wealth Management
Asset Management
National Accounts
Assante Financial Management
Client Relationships
Portfolio Management
Investment Products
Financial Markets
Mutual Funds
Managed Money Solutions
Financial Planning
Regular Savings Programs
Asset Consolidation
Client Referrals
Canadian Securities Course
CSC
LLQP
CFP
CIM
Securities Legislation
SRO Rules
Regulatory Compliance
Investment Recommendations
Client Service
Sales
Outbound Calls
Issue Resolution

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