4-8 years of experience in wealth management or related fields.
CFP®, CFA®, CPA, JD, or MBA required.
Strong understanding of financial planning and client relationship management.
Experience presenting financial planning recommendations to affluent clients.
Proficient in wealth management technology platforms and Microsoft Office Suite.
Excellent analytical, organizational, and communication skills.
Responsibilities
Partner with Wealth Advisors to provide comprehensive advice to high-net-worth clients.
Manage and strengthen client relationships through proactive communication.
Prepare and present detailed financial planning analyses.
Support client meetings by preparing materials and documenting discussions.
Develop independent responsibility for client planning engagements.
Collaborate with internal stakeholders to deliver integrated advice.
Mentor junior team members and contribute to a collaborative culture.
Benefits
401(k) Plan with Employer Matching.
Generously subsidized medical plan options.
Employer paid dental, vision, life, and AD&D insurance.
Paid maternity and parental leave.
Flexible Spending Accounts and Health Savings Accounts.
Training reimbursement and paid professional designations.
Volunteer days for community service.
Full Job Description
What You'll Do
Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth and ultra-high-net-worth clients.
Serve as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service.
Prepare and present financial planning analyses, including:
Net worth analysis
Cash flow and retirement planning
Tax projections and planning strategies
Equity compensation and stock option planning
Estate and wealth transfer planning
Insurance analysis
Education funding strategies
Charitable and philanthropic planning
Investment and asset allocation recommendations
Support client meetings by preparing materials, documenting key discussions, and coordinating follow-up actions.
Develop increasingly independent responsibility for client planning engagements and relationship management.
Collaborate closely with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.
Build and maintain professional relationships with centers of influence, including attorneys, accountants, and other trusted advisors.
Mentor junior team members and contribute to a collaborative, growth-oriented culture.
Support business development initiatives and assist in identifying opportunities to deepen existing client relationships and attract new clients.
Why This Opportunity?
Clear path toward becoming a lead Wealth Advisor.
Exposure to sophisticated financial planning and wealth management strategies.
Opportunity to work with successful entrepreneurs, executives, business owners, and multigenerational families.
Collaborative environment that encourages mentorship, professional development, and career advancement.
Access to a broad platform of planning, investment, tax, and estate resources that enable advisors to focus on delivering exceptional client outcomes.
What We're Looking For
Bachelor's degree required.
4-8 years of experience in wealth management, financial planning, investment advisory, private banking, or a related field.
CFP®, CFA®, CPA, JD, or MBA required.
Strong understanding of wealth management, financial planning, investment management, and client relationship management.
Experience preparing and presenting financial planning recommendations to affluent clients.
Strong analytical, organizational, and problem-solving capabilities.
Excellent written and verbal communication skills.
Demonstrated ability to manage multiple priorities in a fast-paced environment.
Experience with wealth management technology platforms such as Salesforce, financial planning software, portfolio accounting systems, Microsoft Office Suite, and DocuSign.
Key Success Traits
Client-focused and relationship-driven.
High emotional intelligence and professional maturity.
Strong attention to detail and commitment to excellence.
Collaborative team player who enjoys mentoring and developing others.
Proactive, self-motivated, and accountable.
Demonstrated ability to take ownership of projects and follow them through to successful completion.
Physical Requirements
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
About CI Financial
CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
