Sales Associate

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.

To support activities of three (3) District Vice Presidents with administrative, compliance and sales support. In addition, to coordinate district activities and help coordinating CI representation at National, regional and territorial dealer events.

RESPONSIBILITIES :

• Provide complete administration duties assistance to the DVP as well as supporting the team, including some aspects of Business Development Manager role
• Prepare dealer sales and asset reports
• Answer calls and correspondence
• Coordinate marketing materials, speakers, attendees, booths, and presentations for National dealer events
• Organizing and accountability of promotional items
• Complete expense reports and assist with activity reports for three (3) DVPs
• Summarize product and marketing updates
• Review and distribute monthly reports to key dealer contacts
• Maintain contact database
• Schedule appointments and meetings
• May require attending marketing functions and activities which extend beyond normal office hours

POTENTIAL RECEPTION DUTIES :

• Responsible for handling incoming, outgoing, or inter-office calls
• Greeting clients and guests
• Sorting incoming mail
• Ordering catering for events
• Ensuring the fridge is stocked and drinks are ordered
• Ordering mailing supplies

QUALIFICATION REQUIREMENTS :

Experience

1-2 years industry experience as an administrative assistant

Education / Training

• College diploma would be an asset
• Securities Industry certifications a plus

Working Knowledge of :

Fluent in computer skills (MS Word / Excel / PowerPoint)

Skills

• Excellent time management and organizational skills
• Good understanding of administrative and client services
• Excellent verbal and written communication skills
• Able to work in a team environment
• Fluent in English and / or French depending on region (written and oral)

WORKING CONDITIONS :

• Hybrid WFH and Office position
• Routine office environment
• May require attending marketing functions and activities which extend beyond normal office hours

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.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station

Flexible & Hybrid Work Program

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top up program

Fitness membership discounts

Volunteer paid Days

Complimentary vending machines

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.