Top Benefits
About the role
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.
WHAT YOU WILL DO
- Schedule advisor appointments/events/internal meetings and organize required travel and accommodation needs
- Prepare various sales and asset reports and materials
- Plan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are in compliance with Sales policies and guidelines
- Partner with financial advisors to complete, submit and administer required co-op forms needed to ensure co-op events are compliant
- Complete expense reports accurately and in a timely manner and provide oversight to each advisor to ensure that annual advisor spend limits are not compromised
- Effectively record and track all advisor spend, co-op spend, event spend and territory spend for each territory team and alert the territory team if any potential issues arise
- Distribute advisor marketing materials pre- and post-advisor meeting
WHAT YOU WILL BRING
- 1-2 years industry experience preferred
- Client services or administrative experience an asset
- University degree and/or college diploma required
- Fluent in computer skills (MS Word/Excel/PowerPoint)
- Basic understanding of investment products and mutual funds
- IFIC and/or CSC an asset
- Working understanding of Salesforce is an asset
- Excellent time management and organizational skills
- Excellent verbal and written communication skills
- Able to work in a competitive, fast paced team environment
- A high level of professionalism and attention to detail
- Able to thoroughly anticipate and investigate problems and provide solutions as needed
- Strong prioritization and analytical skills
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station.
- 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.
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
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.
WHAT YOU WILL DO
- Schedule advisor appointments/events/internal meetings and organize required travel and accommodation needs
- Prepare various sales and asset reports and materials
- Plan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are in compliance with Sales policies and guidelines
- Partner with financial advisors to complete, submit and administer required co-op forms needed to ensure co-op events are compliant
- Complete expense reports accurately and in a timely manner and provide oversight to each advisor to ensure that annual advisor spend limits are not compromised
- Effectively record and track all advisor spend, co-op spend, event spend and territory spend for each territory team and alert the territory team if any potential issues arise
- Distribute advisor marketing materials pre- and post-advisor meeting
WHAT YOU WILL BRING
- 1-2 years industry experience preferred
- Client services or administrative experience an asset
- University degree and/or college diploma required
- Fluent in computer skills (MS Word/Excel/PowerPoint)
- Basic understanding of investment products and mutual funds
- IFIC and/or CSC an asset
- Working understanding of Salesforce is an asset
- Excellent time management and organizational skills
- Excellent verbal and written communication skills
- Able to work in a competitive, fast paced team environment
- A high level of professionalism and attention to detail
- Able to thoroughly anticipate and investigate problems and provide solutions as needed
- Strong prioritization and analytical skills
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station.
- 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.
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.