Top Benefits
About the role
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.
The Event Administrator will provide essential administrative and logistical support to the Events department, ensuring the smooth delivery of both virtual and in-person programs. This role supports corporate initiatives for CI Global Asset Management, CI Assante Wealth Management, Corient, and their business units. A key focus will be managing the Continuing Education (CE) program through CI and Corient's CE Portal, responding to CE credit and event-related inquiries, and assisting with event planning and coordination. The Event Administrator reports directly to the Vice President, Events.
WHAT YOU WILL DO: As a key member of the team the Event Administrator will contribute in many areas as follows:
• Apply for and issue Continuing Education (CE) credits and maintain the CE program for CI Global Asset Management and Corient.
• Liaise with regulatory agencies to stay informed on CE requirements and ensure compliance.
• Manage and track expenses related to the CE program and events.
• Provide administrative support for event planning, including scheduling, documentation, and logistical coordination.
• Respond promptly to calls, emails, and other correspondence related to events and CE credits.
• Assist the Events team with various administrative tasks to ensure the success of departmental initiatives.
• Manage presentations from initial submission through the review and approval process, ensuring accuracy, compliance with brand and regulatory standards, and timely delivery for events and programs.
WHAT YOU WILL NEED: Experience: • Some experience in Marketing/Event administrator role
• Prior administrative and/or customer service experience
Education/Training • University/College degree in marketing, events, or related field
Knowledge and Skills :
• General understanding of event management
• Proficient with MS Office, including Word, Excel, Outlook and PowerPoint
• Strong organizational skills and attention to detail.
• Strong customer-service orientation with strong communication skills both written and verbal
• Self-starter with the ability to take ownership of projects, as well as multi-tasking multiple concurrent events and tasks
• Excellent organizational skills with high attention to detail and accuracy
• Positive, outgoing team player with the ability to liaise with clients, sales and other business units.
• Bilingual (English/French) considered a strong asset
• Ability to work in a team environment.
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
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
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.
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
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.
The Event Administrator will provide essential administrative and logistical support to the Events department, ensuring the smooth delivery of both virtual and in-person programs. This role supports corporate initiatives for CI Global Asset Management, CI Assante Wealth Management, Corient, and their business units. A key focus will be managing the Continuing Education (CE) program through CI and Corient's CE Portal, responding to CE credit and event-related inquiries, and assisting with event planning and coordination. The Event Administrator reports directly to the Vice President, Events.
WHAT YOU WILL DO: As a key member of the team the Event Administrator will contribute in many areas as follows:
• Apply for and issue Continuing Education (CE) credits and maintain the CE program for CI Global Asset Management and Corient.
• Liaise with regulatory agencies to stay informed on CE requirements and ensure compliance.
• Manage and track expenses related to the CE program and events.
• Provide administrative support for event planning, including scheduling, documentation, and logistical coordination.
• Respond promptly to calls, emails, and other correspondence related to events and CE credits.
• Assist the Events team with various administrative tasks to ensure the success of departmental initiatives.
• Manage presentations from initial submission through the review and approval process, ensuring accuracy, compliance with brand and regulatory standards, and timely delivery for events and programs.
WHAT YOU WILL NEED: Experience: • Some experience in Marketing/Event administrator role
• Prior administrative and/or customer service experience
Education/Training • University/College degree in marketing, events, or related field
Knowledge and Skills :
• General understanding of event management
• Proficient with MS Office, including Word, Excel, Outlook and PowerPoint
• Strong organizational skills and attention to detail.
• Strong customer-service orientation with strong communication skills both written and verbal
• Self-starter with the ability to take ownership of projects, as well as multi-tasking multiple concurrent events and tasks
• Excellent organizational skills with high attention to detail and accuracy
• Positive, outgoing team player with the ability to liaise with clients, sales and other business units.
• Bilingual (English/French) considered a strong asset
• Ability to work in a team environment.
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
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
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.
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.