Dynamic Sales & Marketing Support Specialist

CI Financial; Toronto; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Modern HQ location

Training Reimbursement

Professional designations

Employee Savings Plan

Corporate Discount Program

Enhanced benefits

Parental Leave Top-up

Volunteer leave

Job summary

CI Financial is seeking an administrative assistant to support the DVPs and broader team in our Toronto office. You will handle reports, communications, scheduling, and office operations to keep daily activities running smoothly.

Responsibilities include preparing dealer sales and asset reports, coordinating marketing materials for national events, managing expense reports, and maintaining databases. Strong MS Office skills and teamwork are essential.

Qualifications

• 1–2 years of industry experience as an administrative assistant.
• College diploma would be an asset.
• Securities Industry certifications a plus.
• Fluent in MS Word/Excel/PowerPoint.
• Excellent time management and organizational skills.
• Excellent verbal and written communication skills.
• Able to work in a team environment.
• Fluent in English and/or French depending on region.

Responsibilities

• Provide administrative support to the DVP and team.
• Prepare dealer sales and asset reports.
• Answer calls and correspondence.
• Coordinate marketing materials for national dealer events.
• Organize promotional items.
• Complete expense and activity reports for three DVPs.
• Summarize product and marketing updates.
• Review and distribute monthly reports to dealer contacts.
• Maintain contact database.
• Schedule appointments and meetings.
• Occasionally attend marketing functions beyond hours.
• Greet clients and guests.
• Handle incoming/outgoing mail.
• Order catering and stock fridge/drinks.

Skills

Admin experience

MS Office

Time management

Communication

Team player

Bilingual EN/FR

Education

College diploma

Certifications

Tools

MS Office

Job description

CI Financial is seeking an administrative assistant to support the DVPs and broader team in our Toronto office. You will handle reports, communications, scheduling, and office operations to keep daily activities running smoothly.

Responsibilities include preparing dealer sales and asset reports, coordinating marketing materials for national events, managing expense reports, and maintaining databases. Strong MS Office skills and teamwork are essential.