Strategic Coordinator, Business Development

Job Description

Job Description

Description

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.

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.

WHAT YOU WILL DO

Strategic & Operational Support

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

Act as a central point of contact between the SVP, RVPs, and internal departments (e.g., marketing, compliance, operations).

Organize and facilitate team meetings, offsites, and leadership forums, including agenda development and follow-up tracking.

Support onboarding and integration of new RVPs and business development team members.

Foster collaboration and alignment across the business development team to ensure consistent execution of national priorities.

Marketing Support

Serve as the primary liaison between the marketing team and internal stakeholders to ensure seamless collaboration.

Develop and produce internal marketing materials that align with brand standards and business objectives.

Assist in crafting and delivering clear, engaging communications to support organizational initiatives.

WHAT YOU WILL BRING

• Previous experience with Salesforce
• Some marketing experience
• Exposure to CRM databases
• Someone with 5-10 years experience in a similar role

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.

A Supportive Environment for Success

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

WHAT WE OFFER

Modern HQ location within walking distance from Union Station

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Paid time off for Volunteering

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 , or call ext. 4747.