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 looking for a Financial Advisor to join our team. In this role, you will manage and grow relationships for the Aligned Capital Partners network. Working in a collaborative environment, you will use your investment knowledge and industry expertise to help clients achieve their financial goals, focusing on building long‑term relationships and increasing assets under management through organic sales growth and referrals.
What You Will Do
- Build and nurture relationships with new and existing clients through phone, email, and both virtual and in‑person meetings.
- Drive new business by consolidating asse...