Associate (Wealth Management)

Job Title: Associate

Company: An independently owned advisory team of CI Private Wealth

Branch location: 15 York Street, Toronto ON

Standard Hour of 40 hours work per week (hybrid role)

JOB POSTING

CI Private Wealth (CIPW), a division of CI Private Counsel LP, specializes in managing the financial affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi- generational wealth planning and investment needs of our clients.

We offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives. Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.

At CIPW, we create a legacy of trust. The result is long-term confidence and peace of mind.

Summary of Role:
The Associate is responsible for providing on-going support to the Principals to assist in the smooth running of the practice and to promote organizational efficiency. Duties will include recurring activities tied to standard operations, administrative tasks, and a significant level of participation in client account servicing.

Duties and Responsibilities:

• Client account administration including responding to client queries and requests, setting up new accounts, processing transactions as well as client meeting preparation and drafting wealth planning reports.
• Trade processing and follow-up.
• Preparing special reports, as required (i.e., Performance Summary, Portfolio Valuations, Asset Allocations, etc.) for review by the Principals.
• Prepare and complete account paperwork for approval and submission.
• Maintain comprehensive records in the contact management system of client needs and interactions.
• Provide general office administration support including document preparation, correspondence, filing, responding to emails and phone enquiries, office organization, etc.
• Assist with the preparation and coordination of presentations, proposals and other marketing and client communication materials, providing recommendations, as appropriate.

What’s in it for You? You will…

• Work in a dynamic, collaborative, and progressive work environment.
• Join a high-performing team that works collaboratively to deliver trusted advice to help families thrive.
• Receive a comprehensive rewards program including flexible benefits and competitive compensation.
• Be given leadership from our Principals who will support your development through coaching and development opportunities.
• Help make a difference and impact on Canadian families.

Experience and Qualifications:

• Progressively responsible administrative experience – familiarity with our sector is an asset.
• Post-secondary education is preferred but relevant experience (minimum of 2 years) also has a lot of value.
• Canadian Securities Course preferred (must be willing to complete within 1 year of joining our team).
• Solid computer skills – with the ability to teach us ways that we could do things more efficiently, or better use the programs we have.
• Superior client relationship management skills.
• A desire to learn and grow.

What We Offer:

• Competitive starting salary, commensurate with experience – our starting range for this role is $50,000 - $60,000 per annum.
• Health and dental benefits.
• A learning environment – we want to help you grow and succeed in our firm – we see this as the start to a long-term opportunity!
• A workplace where no two days are exactly the same (so please keep this in mind if that is not a work environment where you would thrive).
• A great, supportive team – we recognize the value of our team members – individually as well as collectively.

As an independently owned and operated team of CI Private Wealth, we welcome and encourage applications from diverse backgrounds. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

Job Types: Full-time, Permanent

Salary: $50,000.00-$60,000.00 per year

Benefits:

• Dental care
• Extended health care
• Paid time off

Schedule:

• Monday to Friday

Application question(s):

• Do you have your CSC or are you willing to obtain it within 1 year of commencing employment with us?
• What is your familiarity with the wealth/financial planning sector?

Education:

• Bachelor's Degree (preferred)

Ability to Commute:

• Toronto, ON M5J 0A3 (required)

Work Location: Hybrid remote in Toronto, ON M5J 0A3