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. Lead and oversee the Inside Sales team to ensure exceptional support that is aligned to the Company’s standards. This role is responsible for managing daily operations, improving both internal and external client satisfaction, coaching service representatives and acting as a main liaison between the function and clients. Manage and supervise daily operations Manage a mid-sized team daily operations (i.e., time and attendance, in office cadence, vacation, policy implementation, coaching and performance). Identify and establish coaching and mentoring opportunities for inside sales support team on call quality, activity and integrity. Conduct regular audits to ensure performance of the team is in compliance with company and client standards. Responsible for training and development in collaboration with the Regional Vice President Develop, execute and maintain training programs to ensure operational standards are aligned to industry standards. Responsible for educating the team on the most up to date product knowledge across the team. Ensure compliance with regulatory requirements and trainings. Establish & monitor key performance metrics Develop key performance metrics. Educate, reinforce and address any concerns pertaining to key performance metrics within the team. Ensure Wholesaler and Business Development Managers requests are met according to industry expectations. Review, analyze and provide recommendations based on key performance metrics to enhance the operational support provided by the team. Collaborate with internal business stakeholders to address complex client issues and escalate when necessary. Develop key learnings and opportunities to assist with more proactive operations and solutions. Leadership Fostering an engaging and positive team culture. Develop and maintain coaching program(s) for new and existing team members. Collaborate with the Regional Vice President on talent mapping and recruitment. 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 Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. WHAT WE OFFER Modern HQ location within walking distance from Union Station Training Reimbursement Paid Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced group benefits Parental Leave Top–up program Paid time off for Volunteering We 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. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 accessible.recruitment@ci.com, or call 416-364-1145 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.
