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. We are currently seeking a Sales Coordinator to join our Assante sales team.In this role, the successful candidate will be the logistical backbone of two territory teams and will be expected to:Support sales activities within each territoryEnsure territory team adherence to compliance and expense policesProvide administrative and sales supportSchedule advisor appointments/events/internal meetingThis role will cover our Western advisors so some off hours may be required.WHAT YOU WILL DOSchedule advisor appointments/events/internal meetings and organize required travel and accommodation needsPrepare various sales and asset reports and materialsPlan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are in compliance with Sales policies and guidelinesPartner with financial advisors to complete, submit and administer required co-op forms needed to ensure co-op events are compliantComplete expense reports accurately and in a timely manner and provide oversight to each advisor to ensure that annual advisor spend limits are not compromisedEffectively 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 ariseDistribute advisor marketing materials pre- and post-advisor meetingWHAT YOU WILL BRING1-2 years industry experience preferredClient services or administrative experience an assetUniversity degree and/or college diploma requiredFluent in computer skills (MS Word/Excel/PowerPoint)Basic understanding of investment products and mutual funds IFIC and/or CSC an assetWorking understanding of Salesforce is an assetExcellent time management and organizational skillsExcellent verbal and written communication skillsAble to work in a competitive, fast paced team environmentA high level of professionalism and attention to detailAble to thoroughly anticipate and investigate problems and provide solutions as neededStrong prioritization and analytical skillsThis role follows our in‐office work model and requires employees to be onsite four days per week to support collaboration and business needs.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 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 coveragewellness programslife and disability insuranceretirement savings planspaid leave programseducation-related programspaid holidays and vacation timemany othersMany of these benefits are subsidized or fully paid for by the company.We are focused on building a diverse and inclusive workforce.WHAT WE OFFERModern HQ location within walking distance from Union StationTraining ReimbursementPaid Skilled DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental LeaveTop–up programPaid time off for VolunteeringCI 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.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 Coordinator (Fredericton)
🏢 CI Investments
📍 Fredericton