Sales Associate

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

Benefits offered by this job

Health insurance coverage

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Job summary

CI Financial is seeking an Administrative Assistant to provide comprehensive support to multiple DVPs and the broader team. You will prepare dealer sales and asset reports, manage communications, maintain databases, and coordinate meetings as part of a role that also supports marketing and business development activities, including national dealer events.

The role follows an in-office work model with four days on-site per week.

Qualifications

• 1-2 years industry experience as an administrative assistant.
• College diploma would be an asset.
• Securities Industry certifications a plus.

Responsibilities

• Provide complete administration duties and support to the DVP and team.
• Prepare dealer sales and asset reports.
• Answer calls and correspondence.
• Coordinate marketing materials for National dealer events.
• Maintain contact database and schedule meetings.
• Attend occasional after-hours marketing functions.
• Sort mail and greet clients/guests.

Skills

MS Word

MS Excel

PowerPoint

Education

College diploma

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. 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.