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.
This role provides comprehensive administrative and operational support to multiple DVPs and the broader team, including preparing sales and asset reports, managing communications, maintaining databases, and coordinating meetings and schedules. The position also supports marketing and business development activities, such as organizing national dealer events, managing promotional materials, preparing updates, and assisting with expense and activity reporting, with occasional participation in after-hours marketing functions.
WHAT YOU WILL DO
Provide complete administration duties assistance to the DVP as well as supporting the team, including some aspects of Business Development Manager role
Prepare dealer sales and asset reports
Answer calls and correspondence
Coordinate marketing materials, speakers, attendees, booths, and presentations for National dealer events
Organizing and accountability of promotional items
Complete expense reports and assist with activity reports for three (3) DVPs
Summarize product and marketing updates
Review and distribute monthly reports to key dealer contacts
Maintain contact database
Schedule appointments and meetings
May require attending marketing functions and activities which extend beyond normal office hours
Responsible for handling incoming, outgoing, or inter-office calls
Greeting clients and guests
Sorting incoming mail
Ordering catering for events
Ensuring the fridge is stocked and drinks are ordered
Ordering mailing supplies
WHAT YOU WILL BRING
1-2 years industry experience as an administrative assistant
College diploma would be an asset
Securities Industry certifications a plus
Fluent in computer skills (MS Word/Excel/PowerPoint)
Excellent time management and organizational skills
Valuable understanding of administrative and client services
Excellent verbal and written communication skills
Able to work in a team environment
Fluent in English and/or French depending on region (written and oral)
May require attending marketing functions and activities which extend beyond normal office hours
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 also 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.
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
[email protected], or call (phone hidden) ext. 4747.
CI Financial is an independent company offering global wealth management and asset management advisory services. 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.
📌 Sales Associate (Winnipeg)
🏢 CI Financial
📍 Winnipeg