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 cutting-edge 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 rolePrepare dealer sales and asset reportsAnswer calls and correspondenceCoordinate marketing materials, speakers, attendees, booths, and presentations for National dealer eventsOrganizing and accountability of promotional itemsComplete expense reports and assist with activity reports for three (3) DVPsSummarize product and marketing updatesReview and distribute monthly reports to key dealer contactsMaintain contact databaseSchedule appointments and meetingsMay require attending marketing functions and activities which extend beyond normal office hoursResponsible for handling incoming, outgoing,



or inter-office callsGreeting clients and guestsSorting incoming mailOrdering catering for eventsEnsuring the fridge is stocked and drinks are orderedOrdering mailing suppliesWHAT YOU WILL BRING1-2 years industry experience as an administrative assistantCollege diploma would be an assetSecurities Industry certifications a plusFluent in computer skills (MS Word/Excel/PowerPoint)Excellent time management and organizational skillsGood understanding of administrative and client servicesExcellent verbal and written communication skillsAble to work in a team environmentFluent in English and/or French depending on region (written and oral)May require attending marketing functions and activities which extend beyond normal office hoursThis 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 SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.WHAT WE OFFERModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe 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.

📌 Sales Associate (Ottawa)
🏢 CI Financial
📍 Ottawa