Top Benefits
About the role
Location: Toronto, ON, Canada
Date Posted: Sep 29, 2025
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.
We are seeking a highly organized and detail-oriented individual to support our Advisor Rewards & Recognition programs for qualified advisors. This role will be responsible for the day-to-day coordination, tracking, and communication of initiatives designed to recognize and reward top-performing advisors. The successful candidate will partner with multiple internal teams to ensure smooth implementation, effective tracking, and impactful communication of program results.
WHAT YOU WILL DO
Program Coordination & Tracking
- Administer the Advantage Points Program to recognize top-performing businesses.
- Coordinate and monitor enrollment in the Advisor and Branch Equity Programs.
- Maintain accurate tracking and reporting of advisor participation and program milestones.
- Assist in the development, testing, and validation of program reporting tools and dashboards.
- Track, update, and maintain advisor ranking information and performance standings.
- Communicate results and regular updates with advisor network and internal stakeholders.
- Coordinate with business development teams to ensure timely and accurate delivery of rewards and recognition.
Marketing & Communications Support
- Partner with Marketing, Sales Communication, Business Development and internal teams to provide communication and support for advisor marketing initiatives.
- Draft and distribute program updates, results, and recognition materials to advisors.
- Collaborate with internal stakeholders to highlight success stories and reinforce program engagement.
Cross-Functional Collaboration
-
Work closely with IT, Business Development, Compliance, and other internal stakeholders to support program operations.
-
Participate in system enhancements, user testing, and process improvement initiatives related to Rewards & Recognition.
-
Provide responsive support to advisors and internal teams regarding program questions, enrollment, and results.
WHAT YOU WILL BRING
- Post-secondary education in Business, Marketing, or related field (or equivalent experience).
- 2+ years of experience in program coordination, marketing support, or financial services is an asset.
- Strong organizational and project management skills with keen attention to detail.
- Excellent written and verbal communication skills.
- Comfortable working with data, reporting tools, and cross-functional teams.
- Proficiency in Microsoft Office (Excel, PowerPoint, Outlook); experience with CRM or reporting systems is an advantage.
- Highly collaborative with the ability to work across multiple teams and departments.
- Proactive and resourceful, able to manage competing priorities in a fast-paced environment.
- Strong problem-solving skills and willingness to take ownership of tasks.
- Passion for recognizing achievement and supporting advisor success.
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.
Please submit your resume in confidence 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.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Top Benefits
About the role
Location: Toronto, ON, Canada
Date Posted: Sep 29, 2025
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.
We are seeking a highly organized and detail-oriented individual to support our Advisor Rewards & Recognition programs for qualified advisors. This role will be responsible for the day-to-day coordination, tracking, and communication of initiatives designed to recognize and reward top-performing advisors. The successful candidate will partner with multiple internal teams to ensure smooth implementation, effective tracking, and impactful communication of program results.
WHAT YOU WILL DO
Program Coordination & Tracking
- Administer the Advantage Points Program to recognize top-performing businesses.
- Coordinate and monitor enrollment in the Advisor and Branch Equity Programs.
- Maintain accurate tracking and reporting of advisor participation and program milestones.
- Assist in the development, testing, and validation of program reporting tools and dashboards.
- Track, update, and maintain advisor ranking information and performance standings.
- Communicate results and regular updates with advisor network and internal stakeholders.
- Coordinate with business development teams to ensure timely and accurate delivery of rewards and recognition.
Marketing & Communications Support
- Partner with Marketing, Sales Communication, Business Development and internal teams to provide communication and support for advisor marketing initiatives.
- Draft and distribute program updates, results, and recognition materials to advisors.
- Collaborate with internal stakeholders to highlight success stories and reinforce program engagement.
Cross-Functional Collaboration
-
Work closely with IT, Business Development, Compliance, and other internal stakeholders to support program operations.
-
Participate in system enhancements, user testing, and process improvement initiatives related to Rewards & Recognition.
-
Provide responsive support to advisors and internal teams regarding program questions, enrollment, and results.
WHAT YOU WILL BRING
- Post-secondary education in Business, Marketing, or related field (or equivalent experience).
- 2+ years of experience in program coordination, marketing support, or financial services is an asset.
- Strong organizational and project management skills with keen attention to detail.
- Excellent written and verbal communication skills.
- Comfortable working with data, reporting tools, and cross-functional teams.
- Proficiency in Microsoft Office (Excel, PowerPoint, Outlook); experience with CRM or reporting systems is an advantage.
- Highly collaborative with the ability to work across multiple teams and departments.
- Proactive and resourceful, able to manage competing priorities in a fast-paced environment.
- Strong problem-solving skills and willingness to take ownership of tasks.
- Passion for recognizing achievement and supporting advisor success.
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.
Please submit your resume in confidence 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.
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.