At CI, we see a great place to work as one that is a secure 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 currently seeking a Sales Coordinator to join our Assante sales team. Support sales activities within each territory Provide administrative and sales support 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 Distribute advisor marketing materials pre- and post-advisor meeting Client services or administrative experience an asset ~ 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 ~ This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.
In addition to base salary, this position may be eligible for participation in a bonus program. 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. health insurance coverage life and disability insurance retirement savings plans paid holidays and vacation time We are focused on building a diverse and inclusive workforce. Training Reimbursement Corporate Discount Program Parental Leave CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. 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.CI Financial is an independent company offering global wealth management and asset management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. #