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About the Role
This role provides comprehensive administrative and operational support to multiple DVPs and the broader team, supporting sales and asset reporting, communications, database management, and meeting coordination. It also assists with marketing and business development activities, including event organization and promotional material management.
Responsibilities
- 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 DVP(s)
- 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
Requirements
- 1-2 years industry experience as an administrative assistant
- 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
- May require attending marketing functions and activities which extend beyond normal office hours
Location
- Onsite
Work Type
- In-office
- Four days per week
Education Level
- College diploma would be an asset
- Securities Industry certifications a plus
Salary/Compensations
- $42,500 to $71,000
- Eligible for participation in a bonus program
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays and vacation time
- 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
About the Company
- 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.
- We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
- Modern HQ location within walking distance from Union Station
Equal Opportunity
- We are focused on building a diverse and inclusive workforce.
- 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.