CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service.
The ideal candidate brings post-secondary education, recognized licenses, and a client‐facing mindset. This onsite position offers a competitive salary and comprehensive benefits.
Licensed Wealth Planning Assistant in Alton employer: CI Financial
CI Financial is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. With a strong commitment to employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring that our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly impact the success of our M&A operations and integrations.
