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 creative 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.

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

Coordinate marketing materials, speakers, attendees, booths, and presentations for National dealer events

Summarize product and marketing updates

Maintain contact database

May require attending marketing functions and activities which extend beyond normal office hours

1-2 years industry experience as an administrative assistant

- College diploma would be an asset
- Fluent in computer skills (MS Word/Excel/PowerPoint)
- Good understanding of administrative and client services
- 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. In addition to base salary, this position is 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. We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

Training Reimbursement

Corporate Discount Program

Parental Leave

We are focused on building a diverse and inclusive workforce.

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. 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.

📌 Sales and Administration Assistant (Toronto)
🏢 CI Investments
📍 Toronto