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. To support activities of three (3) District Vice Presidents with administrative, compliance and sales support. In addition, to coordinate district activities and help coordinating CI representation at National, regional and territorial dealer events. WHAT YOU WILL DO: 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 Answer calls and correspondence Coordinate marketing materials, speakers, attendees, booths, and presentations for National dealer events Organizing and accountability of promotional items Complete expense reports and assist with activity reports for three (3) DVPs Summarize product and marketing updates Review and distribute monthly reports to key dealer contacts Maintain contact database Schedule appointments and meetings May require attending marketing functions and activities which extend beyond normal office hours Responsible for handling incoming, outgoing, or inter-office calls Greeting clients and guests Sorting incoming mail Ordering catering for events Ensuring the fridge is stocked and drinks are ordered Ordering mailing supplies WHAT YOU WILL BRING 1-2 years industry experience as an administrative assistant College diploma would be an asset Securities Industry certifications a plus Fluent in computer skills (MS Word/Excel/PowerPoint) Excellent time management and organizational skills Good understanding of administrative and client services Excellent verbal and written communication skills Able to work in a team environment Fluent in English and/or French depending on region (written and oral) May require attending marketing functions and activities which extend beyond normal office hours 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.
