Sales Associate

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

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.

This role provides comprehensive administrative and operational support to multiple DVPs and the broader team, including preparing sales and asset reports, managing communications, maintaining databases, and coordinating meetings and schedules.

The position also supports marketing and business development activities, such as organizing national dealer events, managing promotional materials, preparing updates, and assisting with expense and activity reporting, with occasional participation in after‑hours marketing functions.

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

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

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 also 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.

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.

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.