Communications and Knowledge Management Specialist

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.

The Communications and Knowledge Management (CKM) Specialist will be primarily responsible for supporting the communication and knowledge management needs of Client Services. They will write content to support Client Service operations and the experience we deliver to our clients. In addition, they will support the execution of Advisor communications as needed. As owners of the Client Service content in the Salesforce knowledge platform, the CKM Specialist will be responsible for ensuring the effectiveness and ongoing enhancement of the knowledge resources available to the Client Service team. In addition, they will support the knowledge management needs of other business units through the effective implementation of Salesforce Knowledge platform, process and governance structures.

WHAT YOU WILL DO

• Create, maintain and edit content for our Client Services knowledge management platform while coordinating the content review process for ongoing updates.
• Assist with various Communications and/or Knowledge work packages associated with projects/implementations.
• Write and edit internal communication pieces to comply with internal guidelines for style and brand management.
• Write, edit and execute send of external Advisor communication pieces through use of Marketing Cloud.
• Maintain consistently high standards of quality in all writing, including plain business language, grammar and structure and ensure the same when editing the writing of others.
• Support the development and delivery of communication plans, while considering the needs of the Service team and clients. Ensure successful implementation of the approved communication plan.
• Keep well informed of company updates (e.g. changes to product, services) and ensure they are communicated effectively.
• Through surveys and other methods, proactively seek feedback to enhance communications and knowledge articles for improved usability and effectiveness.

WHAT YOU WILL BRING

• Minimum 1 year of experience in a service-oriented role
• Minimum 1 year of experience working in Financial Services
• Minimum 1 year of experience in a communications and/or knowledge management role
• Exceptional written and verbal communication skills including strong presentation skills
• Experience working with Salesforce considered an asset
• Subject matter expertise in CI and Assante processes, will be considered an asset.
• Strong interpersonal skills and ability to collaborate with various teams
• Outstanding organizational and time management skills
• Ability to meet deadlines, manage competing tasks and thrive in a fast-paced environment
• Self-motivated with ability to work proficiently both independently and in a team environment
• Ability to effectively liaise with other business units and project teams
• Ability to remain calm and courteous under pressure
• Solid knowledge of the products and services offered by CI and Assante
• Knowledge of financial markets, mutual funds and other investment products
• Strong knowledge of Microsoft Office, including Word, Excel and PowerPoint

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. 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.

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

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.