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Added 13 mins ago
NC
Technical Specialist (Digital Signage)
Newfoundland Capital Corporation Limited
Montreal, QC
- Full-time
Our Customer Support team (Stingray Business division), based in Montreal, is currently looking for a Technical Specialist (Digital Signage) who is motivated by a constantly evolving…
Added 13 mins ago
WC
Outside Sales Representative (Auto) - Thornhill, ON
Wurth Canada
Vaughan, ON
- Full-time
Group Benefits Program (Health, dental, life, EAP, etc.) and Pension Plan
Added 13 mins ago
WC
Outside Sales Representative (Metal) - Halifax, NS
Wurth Canada
Halifax, NS
- Full-time
Group Benefits Program (Health, dental, life, EAP, etc.) and Pension Plan
Added 13 mins ago
WC
Maintenance Technician - Guelph, ON
Wurth Canada
Guelph, ON
- Full-time
Collaborate with vendor hotline support to resolve complex technical issues.
Added 13 mins ago
WC
Service and Support Representative - Edmonton, AB
Wurth Canada
AB · Edmonton, AB
- Full-time
We are seeking a dynamic and detail-oriented individual to join our team as a Service & Support Representative. In this role, you will play a pivotal role in ensuring the seamless…
Added 13 mins ago
G
Procurement Specialist
Gainrep
Richmond, BC
- Full-time
We are seeking a detail-oriented procurement professional to support the Procurement & Vendor Partnerships team. This role manages vendor contracts, supports sourcing and RFP activities,…
Added 13 mins ago
WC
Bilingual Senior Payroll and Project Specialist
Wurth Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Group Benefits Program (Health, dental, life, EAP, etc.) and Pension Plan
Added 28 mins ago
ST
Registered Practical Nurse - Rapid Access Addiction Medicine (RAAM)
Stonehenge Therapeutic Community
ON · Guelph-Wellington, Ontario
- Full-time
Perform additional related duties as assigned to support program operations and client care
Added 28 mins ago
C
Senior DevOps Engineer, Canada
Crypto.com
Canada
- Full-time
Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.
Added 43 mins ago
BH
Health Care Aide - Strathmore Alberta
Bayshore HealthCare
Strathmore, AB
- Full-time
…achievement as a Platinum member of Canada’s Best Managed Companies Program every year since 2006. In 2015, Bayshore achieved the designation for Best Practice Spotlight Organization from…
Added 43 mins ago
BW
front desk hotel manager
Best Western Plus Siding 29 Lodge
Banff, AB
- Full-time
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Added 43 mins ago
CH
Registered Nurse
Covenant Health Canada
Killam, AB
- Full-time
…physical therapy, spiritual care, long-term care, and specialized support for dementia patients. Located just under 2 hours southeast of Edmonton, Killam is a thriving town known for its…
Added 43 mins ago
LH
Registered Clinician - PT / OT
Lifemark Health Group
Lethbridge, AB
- $96,000 to $130,000 CAD / year
- Full-time
Signing bonuses & relocation support (location dependent)
Added 43 mins ago
LH
Registered Clinician - PT / OT
Lifemark Health Group
Kamloops, BC
- $96,000 to $130,000 CAD / year
- Full-time
Signing bonuses & relocation support (location dependent)
Added 43 mins ago
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Concrete Scanning/Coring Technician Trainee
XRSounder
Calgary, AB
- Full-time
Structured training program where you’ll become familiarized with the industry methodologies and a commitment to professional growth
Added 43 mins ago
NB
Head of Loyalty & Engagement
National Bank of Canada
Montreal, QC
- Full-time
Lead the Bank’s loyalty program, ensuring its performance, evolution, and the management of strategic partners.
Added 43 mins ago
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Registered Clinician - PT / OT
Lifemark Health Group
Kimberley, BC
- $96,000 to $130,000 CAD / year
- Full-time
Signing bonuses & relocation support (location dependent)
Added 43 mins ago
CH
Physiotherapist I
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Graduate of a Physical Therapy program or recognized equivalent required. Active registration with the College of Physiotherapists of Alberta is required. Basic Life Support Healthcare…
Added 43 mins ago
CH
Licensed Practical Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Required Qualifications: Graduate of a Practical Nursing program or recognized equivalent required. Active registration with the College of Licensed Practical Nurses and Health Care Aides…
Added 43 mins ago
CH
Occupational Therapist I
Covenant Health Canada
AB · Edmonton, AB
- Part-time
…fast-paced, energetic workplace with a sense of community and support. All Occupational Therapist I positions regularly rotate allowing team members to develop clinical skills and knowledge…
Added 43 mins ago
NB
Executive Assistant
National Bank of Canada
Toronto, ON
- Full-time
Support leadership meetings, and committees, including the preparation of agendas, presentations, business communications, meeting documentation, and follow-up actions to ensure seamless…
Added 43 mins ago
CH
Physiotherapist I
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…fast-paced, energetic workplace with a sense of community and support. All Physical Therapist I positions regularly rotate allowing team members to develop clinical skills and knowledge in…
Added 1 hour ago
GB
machine operator - food and beverage processing
Ganong Bros., Limited
St. Stephen, NB
- Full-time
Participates in a government or community program or initiative that supports youth employment
Added 1 hour ago
RO
Irrigation, Climate & IPM Lead (Hope, BC)
Rubicon Organics™
Hope, BC
- $50,000 to $55,000 CAD / year
- Full-time
Execute and coordinate the IPM spray program according to established schedules and
Added 1 hour ago
S
Food counter attendant
Subway
Grimshaw, AB
- Internship
Participates in a government or community program or initiative that supports youth employment

CI Financial

Investment Advisor (Kitchener/Waterloo)

Waterloo, 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 and investment strategies by analyzing client data, monitoring market trends, and maintaining regular client contact. Prepare account reports and meeting presentations, coordinate with wealth professionals, manage 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. Candidates should have strong analytical, problem-solving, communication, and interpersonal skills, be able to manage multiple workflows, and be proficient with financial software and Microsoft Office.

Skills

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

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 Data Analysis
Economic Trends
Financial Markets
Client Accounts
Client Presentations
Regulatory Compliance
CSC
CPH
CIM
CFP
Financial Software
Microsoft Office
Continuing Education
Administrative Support

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