Strategic Coordinator, Business Development

Overview

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. About the Role : CI Wealth is seeking a highly organized, strategic, and relationship-oriented Strategic Coordinator to support the SVP, Head of Business Development, and a national team of Regional Vice Presidents (RVPs). This role focuses on strategic planning, project management, and team coordination. You will play a critical role in driving operational efficiency, enabling strategic initiatives, and ensuring seamless communication across the business development team.

Responsibilities

• Partner with the SVP to manage and execute strategic priorities, including advisor recruitment, growth initiatives, and cross-functional projects.
• Coordinate and track progress on key business development initiatives across regions.
• Prepare briefing materials, presentations, and reports for internal and external stakeholders.
• Support the development and execution of national business development strategies and advisor engagement programs.

Team Coordination

Marketing Support

What You Will Bring

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.

Benefits

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, the Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company. 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.

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