Manager, Sales Associate

CI Financial Corp.; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

A financial services company in Toronto is seeking an experienced Manager, Sales Associate. The role focuses on leading a team of Sales Associates, ensuring operational excellence, and fostering compliance with regulatory standards. Ideal candidates possess strong people management skills and can thrive in a fast-paced environment. The position offers a supportive workplace and various employee benefits.

Benefits

Competitive benefits

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

Qualifications

• Experience leading a team of Sales Associates.
• Strong capability in compliance and regulatory understanding.
• Proven ability to work in high-pressure environments.

Responsibilities

• Lead, coach, and develop a team of Sales Associates.
• Ensure accurate and timely task completion by Sales Associates.
• Monitor performance metrics and implement improvements.

Skills

People Management

Ability to work in a fast paced environment

Compliance and regulatory understanding

Experience with tracking expenses

Organizational skills

Superior communication

Job description

Job Description

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.

We are seeking a dynamic and experienced Manager, Sales Associate to lead a high-performing team of Sales Associates who support both internal and external wholesalers across Canada. This role is pivotal in driving operational excellence, enhancing sales effectiveness, and ensuring seamless communication and compliance throughout the sales team.

WHAT YOU WILL YOU DO

• Lead, coach, and develop a team of Sales Associates serving internal and external wholesalers across Canada.
• Oversee day-to-day operations, ensuring that the Sales Associates are completing tasks accurately and in a timely manner.
• Collaborate with sales leadership to align team priorities with strategic goals.
• Monitor performance metrics and implement continuous improvement initiatives.
• Foster a culture of accountability, integrity, and adherence to compliance regulations.
• Act as a liaison between Sales Associates and other departments (i.e., marketing, compliance, operations).
• Ensure adherence to regulatory and internal compliance standards.
• Process maintenance and creation for Sales Associates.
• Support onboarding and training of new team members.
• Provide insight to trends in reporting or expense accountability and highlight to the wholesalers.

WHAT YOU WILL BRING

• People Management
• Ability to work in a fast paced environment
• Compliance and regulatory understanding
• experience with tracking expenses
• Organizational skills
• Superior communication

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 , or call ext. 4747.