Teams at CI Financial

The Client Services Associate collaborates with advisors and internal teams to provide client support and process documentation in the investment sector, ensuring timely and accurate issue resolution and financial transactions.

The Director, Advisor Development will enhance CIGAM's reputation through educational programs for financial advisors, providing consulting support, creating content, and driving business growth. Responsibilities include research, workshop delivery, and strategic project management.

Manage and grow client relationships for the Aligned Capital Partners network, drive asset growth through sales and referrals, provide investment recommendations and financial planning, ensure regulatory compliance, and deliver high-quality client service.