Support sales administration at CI Financial through reporting, database management, and meeting coordination in an in-office model four days weekly. Work with DVPs and broader teams on essential operational activities.

This Sales Associate provides administrative and operational support to multiple DVPs and the broader team. The work includes dealer sales reporting, communications, scheduling, and database maintenance. You will also assist marketing and business development activities, including national dealer events, promotional materials,



and product updates.

Key Responsibilities:

• Prepare dealer sales and asset reports
• Answer calls and correspondence
• Coordinate national dealer event materials and logistics
• Maintain promotional items and accountability
• Schedule appointments and meetings

Requirements:

• One to two years of industry experience
• Administrative assistant experience
• College diploma considered an asset
• Fluent MS Word, Excel, and PowerPoint skills
• Excellent organization and communication skills

Bring administrative coordination, reporting, and client service skills to support CI Financial’s DVPs and dealer relationships effectively.