Associate, Advisor Engagement

CI Financial; Toronto; On-site; CAD 42,500 - 71,000; Full time

Benefits offered by this job

Training Reimbursement

Employee Savings Plan (ESP)

Enhanced group benefits

Paid Professional Designations

Parental Leave Top–up program

Fitness membership discounts

Volunteer Paid Day

Job summary

A financial services company in Toronto is seeking a contract role to assist with training and communications for their Vice President of Advisor Engagement. The ideal candidate will have a degree or diploma and some experience in the financial sector. Responsibilities include managing content, reviewing communications, and designing training modules. The salary ranges from $42,500 to $71,000, with benefits available. This is a great opportunity for those looking to grow within the industry.

Qualifications

• 1-2 years’ experience within the financial services industry an asset.
• Willingness to travel for work.

Responsibilities

• Posting and management of content on AANet.
• Provide review and coordinate translation of Assante communications.
• Design and implementation of training modules for LMS system.
• Manage the registration process for practice management programs.
• Respond to all inquiries sent to the AT360 mailbox.

Skills

Fluent computer skills (MS/ Word/Excel/PowerPoint)

Excellent time management and organizational skills

Excellent verbal and written communication skills

Ability to work in a team environment

Education

University degree and/or college diploma

Tools

Excel

Job description

Description

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. The purpose of this contract role is to increase capacity for the Vice president of Advisor Engagement, assist with Assante training and communications, and support the corporate practice management programs.

What you will do

• Posting and management of content on AANet.
• Management of the mailbox for communications to branches.
• Provide review and coordinate translation of Assante communications, including monthly FAQ from regional teams.
• Design and implementation of training modules for LMS system.
• Build out of new hire training for LMS system.
• Manage the registration process and billing process for practice management programs.
• Be responsible for maintaining and updating the tools in the Navigator AT360 library as required.
• Respond to all inquiries sent to the AT360 mailbox.
• Main liaison between Assante and Benefaction to maintain updated policies and procedure and to satisfy their reporting needs.
• Manage the Giving@assante mailbox.
• Manage the Assante communications and events calendar to ensure that things stay on track.
• Liase with ARVPs of Business Development to ensure they have consistent content to share with field.
• Support for the national training virtual programs and roadshows.
• Manage the Assante StrongerTogether email box.
• Offer support for the Assante National Wealth Management Conference and manage the conference trade show.

What you will bring

• University degree and/or college diploma an asset
• 1-2 years’ experience within the financial services industry an asset
• Fluent computer skills (MS/ Word/Excel/PowerPoint) with strong knowledge of Excel
• Excellent time management and organizational skills
• Excellent verbal and written communication skills
• Able to work in a team environment
• Willingness to travel for work

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
• Fitness membership discounts
• Volunteer Paid Day

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. 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. Many of these benefits are subsidized or fully paid for by the company. 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 [e-mail], or call 416-364-1145 ext. 4747.