Private Client Associate — Path to Investment Counsellor

CI Financial

bedford, ns, Canada
Full-time
Posted May 29, 2026

Job Description

A leading financial services firm in Bedford, Nova Scotia, is looking for an Associate to support the Investment Counsellor. This role includes client meeting preparation, portfolio analysis, and market research, with a pathway to advance into an Investment Counsellor position. Candidates should have a degree in business and relevant industry experience. Opportunities for growth and a focus on high-net-worth clients are key aspects of this position.
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