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.
Job Overview
We are currently seeking a Sales Coordinator to join our Assante sales team. In this role, the successful candidate will be the logistical backbone of two territory teams and will be expected to:
- Support sales activities within each territory
- Ensure territory team adherence to compliance and expense polices
- Provide administrative and sales support
- Schedule advisor appointments/events/internal meeting
What You Will Do
- Schedule advisor appointments/events/internal meetings and organize required travel and accommodation needs
- Prepare various sales and asset reports and materials
- Plan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are in compliance with Sales policies and guidelines
- Partner with financial advisors to complete, submit and administer required co-op forms needed to ensure co-op events are compliant
- Complete expense reports accurately and in a timely manner and provide oversight to each advisor to ensure that annual advisor spend limits are not compromised
- Effectively record and track all advisor spend, co-op spend, event spend and territory spend for each territory team and alert the territory team if any potential issues arise
- Distribute advisor marketing materials pre- and post-advisor meeting
What You Will Bring
- 1-2 years industry experience preferred
- Client services or administrative experience an asset
- University degree and/or college diploma required
- Fluent in computer skills (MS Word/Excel/PowerPoint)
- Basic understanding of investment products and mutual funds
- IFIC and/or CSC an asset
- Working understanding of Salesforce is an asset
- Excellent time management and organizational skills
- Excellent verbal and written communication skills
- Able to work in a competitive, fast paced team environment
- A high level of professionalism and attention to detail
- Able to thoroughly anticipate and investigate problems and provide solutions as needed
- Strong prioritization and analytical skills
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
Hybrid Work Environment
Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.
What We Offer
- Modern HQ location within walking distance from Union Station
- Equipment Purchase Program
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
