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Added 11 mins ago
SM
RQ11645 – Software Developer – Full Stack – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Full Stack Software Developer with demonstrated experience designing, developing, testing, and supporting enterprise web applications and AI-enabled solutions. The…
Added 11 mins ago
SM
Solutions Designer – Senior - RQ11671
S M Software Solutions Inc
Toronto, ON
- Internship
Microsoft Dynamics CRM as the back-office platform supporting Ministry staff and Registration/Permit business processes.
Added 11 mins ago
SM
RQ11712 – Software Developer – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Software Developer with extensive hands-on experience in .NET Core, C#, VB.NET, ASP.NET, MVC, JavaScript, jQuery, XML/XSLT, Microsoft SQL Server, Oracle RDBMS, Web…
Added 11 mins ago
OH
Bilingual Care Coordinator, Temporary Full Time, Palliative, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Working knowledge of computer software (email, internet) and Microsoft Office applications (Word, Excel, Power Point, etc.)
Added 11 mins ago
OH
Care Coordinator, Temporary Full Time, Palliative, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Working knowledge of computer software (email, internet) and Microsoft Office applications (Word, Excel, Power Point, etc.)
Added 11 mins ago
CN
Project Assistant
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
Knowledge of Microsoft Office Suite for creating basic Word documents, formatting procedures, exporting and running reports, preparing presentations, and corresponding by e-mail.
Added 11 mins ago
NS
Casual Pool- Faculty, Practical Nursing - Lunenburg Campus
Nova Scotia Community College - NSCC
Bridgewater, NS
- Temporary
You are familiar with and comfortable using computer applications such as the Microsoft Office Suite and e-mail.
Added 11 mins ago
EO
Robot Programmer
ETHOS ON SITE (EOS)
Brantford, ON
- Full-time
Computer skills using Microsoft Word, Excel and AutoCad
Added 11 mins ago
CE
Maintenance Parts & Inventory Coordinator
Canadian Executive Search Group (USA) Inc / Division of Arrow Group of Companies
London, ON
- Full-time
Added 11 mins ago
LS
Sales Manager - Brampton Retirement Residence
Lev Senior Living
Brampton, ON
- Full-time
Proficiency in Microsoft Office and CRM systems (experience with senior living CRM tools is an asset).
Added 11 mins ago
ML
Sales Consultant
Metta Lifestyles
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Strong Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint
Added 11 mins ago
IG
Marketing Project Manager
Insight Global
Toronto, ON
- $49 to $56 CAD / hour
- Contract
Strong proficiency with Microsoft Office Suite
Added 11 mins ago
FN
Executive Assistant
First Nations Engineering Services Ltd.
Ohsweken, ON
- $60,000 to $100,000 CAD / year
- Full-time
Advanced proficiency in Microsoft Outlook is required, including email, calendar management, meeting invitations, scheduling and management of multiple executive calendars.
Added 11 mins ago
TH
Commercial Operations Coordinator
Trudell Healthcare Solutions Inc.
London, ON
- Full-time
Strong skills in Microsoft Office applications – Word, Excel, PowerPoint and Outlook
Added 11 mins ago
SM
RQ00388 – Solution Architect
S M Software Solutions Inc
Fredericton, NB
- Full-time
…solutions architecture, enterprise application development, .NET, Microsoft SQL Server, Java, JavaScript, and large-scale healthcare applications. The successful candidate will work closely…
Added 11 mins ago
T
Manager, Tangerine Investment Funds Ltd Compliance
Tangerine
Toronto, ON
- Full-time
Advanced proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and SharePoint.
Added 11 mins ago
DR
Client Account Specialist
Dawn Recruiting Agency
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
Proficiency with Microsoft Office suite of products
Added 11 mins ago
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HR & Payroll Systems Support
Flynn Group of Companies
Mississauga, ON
- $65,000 to $70,000 CAD / year
- Full-time
Advanced Microsoft Excel skills, including reporting, data analysis, and working with large datasets
Added 11 mins ago
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Payroll Supervisor
Solvo Global
Westmount, QC
- $86,000 to $89,000 CAD / year
- Full-time
Proficiency with Microsoft Office, particularly Excel and Outlook.
Added 11 mins ago
WI
Senior Estimator
WSP in Canada
AB · Edmonton, AB
- Full-time
Strong analytical and quantitative capability, including advanced Microsoft Excel proficiency and practical use of Microsoft Office and Outlook.
Added 11 mins ago
WI
Senior Estimator
WSP in Canada
Calgary, AB
- Full-time
Strong analytical and quantitative capability, including advanced Microsoft Excel proficiency and practical use of Microsoft Office and Outlook.
Added 11 mins ago
TA
Leasing Associate
The Armour Group Limited
Halifax, NS
- Full-time
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and property management software.
Added 11 mins ago
SP
Skilled Trades Worker, Electrician
Seneca Polytechnic
Toronto, ON · North York, ON
- Full-time
Proficiency with computerized maintenance management systems (CMMS), Microsoft Office applications, and other maintenance software.
Added 11 mins ago
GP
Buyer
Global Partner Solutions
Montreal, QC · Greater Montreal Metropolitan Area
- $35 to $45 CAD / hour
- Contract
Strong working knowledge of Microsoft Excel and the ability to organize and analyze purchasing information.
Added 11 mins ago
WI
Senior Estimator
WSP in Canada
Laval, QC
- Full-time
Strong analytical and quantitative capability, including advanced Microsoft Excel proficiency and practical use of Microsoft Office and Outlook.

CI Financial

Investment Advisor

North Bay, ON, Canada

The anticipated base salary range for this position is $70,000 to $90,000. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $70,000 to $90,000.
Job type: Full-time
Apply by: Nov 4, 2026
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 seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.

WHAT YOU WILL DO:

Assist in the development and implementation of financial plans and strategies.
Analyze financial data to determine the best investment strategies for clients.
Maintain regular contact with clients to understand their financial needs and goals.
Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
Prepare reports on client accounts and create presentations for client meetings.
Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
Ensure compliance with financial regulations and adhere to company policies and procedures.
Participate in continuing education and training programs to stay current with industry standards and trends.
Provide administrative support as needed.

WHAT YOU WILL BRING:

Post Secondary education in related field.
Relevant financial licenses (CSC, CPH, CIM, CFP).
Proven experience in wealth management or a related field.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to manage multiple work flows simultaneously.
Proficiency in financial software and Microsoft Office Suite.
High level of integrity and professionalism.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $70,000 to $90,000. 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.

WHAT WE OFFER

Training Reimbursement
Paid Professional Designations
Employee Share Purchase Program (ESPP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Fitness membership discounts
Volunteer paid Days

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

Assist with developing financial plans, analyzing client data, monitoring market trends, and managing client portfolios and account reporting. Maintain client relationships, coordinate with wealth management professionals, handle administrative tasks, and ensure compliance with regulations and company policies.

Requirements

Post-secondary education in a related field, relevant financial licenses such as CSC, CPH, CIM, or CFP, and proven experience in wealth management or a related field are requested. The role also requires strong analytical, problem-solving, communication, and interpersonal skills, the ability to manage multiple workflows, proficiency with financial software and Microsoft Office, and a high level of integrity and professionalism.

Skills

Financial Planning
Investment Management
Portfolio Management
Financial Analysis
Analytical Skills
Problem-Solving
Communication
Interpersonal Skills
Market Trend Analysis
Financial Reporting
Regulatory Compliance
Time Management
Financial Software
Microsoft Office
Integrity

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Share Purchase Program
Corporate Discounts
Enhanced Group Benefits
Parental Leave Top-Up
Fitness Membership Discounts
Paid Volunteer Days
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
Investment Management
Client Portfolios
Financial Strategies
Financial Analysis
Market Trends
Client Accounts
Client Presentations
Regulatory Compliance
CSC
CPH
CIM
CFP
Financial Software
Microsoft Office
Continuing Education

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