Sales Coordinator

CI Investments Inc.; Fredericton; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Job summary

CI Investments Inc. is seeking a Sales Coordinator to support two territory teams and act as the logistical backbone for scheduling advisor appointments, events, and internal meetings. The role requires coordinating travel, preparing reports, and ensuring adherence to policies.

The position is based in Fredericton, Canada, with in-office requirements four days per week and potential bonus opportunities. A university degree or college diploma is required along with strong MS Office and

Qualifications

• 1-2 years industry experience preferred.
• Client services or administrative experience an asset.
• University degree and/or college diploma required.
• Fluent in computer skills (MS Word/Excel/PowerPoint).
• Basic understanding of investment products and mutual funds IFIC/CSC an asset.
• Working understanding of Salesforce is an asset.
• Excellent time management and organizational skills.
• Excellent verbal and written communication skills.
• Able to work in a competitive, fast paced team environment.
• A high level of professionalism and attention to detail.

Responsibilities

• Schedule advisor appointments/events/internal meetings and organize travel.
• Prepare sales and asset reports and materials.
• Plan, arrange and facilitate advisor events across territories.
• Partner with financial advisors to complete co-op forms for compliance.
• Complete expense reports accurately and oversee advisor spend.
• Record and track advisor spend, co-op spend and territory spend.

Skills

Time management

Organizational skills

Verbal communication

Written communication

Analytical skills

Attention to detail

Prioritization

Team collaboration

Education

University degree

College diploma

Tools

MS Word

MS Excel

PowerPoint

Salesforce

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. We are currently seeking a Sales Coordinator to join our Assante sales team.

In this role, the successful candidate will be the logistical backbone of two territory teams and will be expected to:

• Support sales activities within each territory
• Ensure territory team adherence to compliance and expense polices
• Provide administrative and sales support
• Schedule advisor appointments/events/internal meeting

This role will cover our Western advisors so some off hours may be required.

WHAT YOU WILL DO

• Schedule advisor appointments/events/internal meetings and organize required travel and accommodation needs
• Prepare various sales and asset reports and materials
• Plan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are in compliance with Sales policies and guidelines
• Partner with financial advisors to complete, submit and administer required co-op forms needed to ensure co-op events are compliant
• Complete expense reports accurately and in a timely manner and provide oversight to each advisor to ensure that annual advisor spend limits are not compromised
• Effectively record and track all advisor spend, co-op spend, event spend and territory spend for each territory team and alert the territory team if any potential issues arise
• Distribute advisor marketing materials pre- and post-advisor meeting

WHAT YOU WILL BRING

• 1-2 years industry experience preferred
• Client services or administrative experience an asset
• University degree and/or college diploma required
• Fluent in computer skills (MS Word/Excel/PowerPoint)
• Basic understanding of investment products and mutual funds IFIC and/or CSC an asset
• Working understanding of Salesforce is an asset
• Excellent time management and organizational skills
• Excellent verbal and written communication skills
• Able to work in a competitive, fast paced team environment
• A high level of professionalism and attention to detail
• Able to thoroughly anticipate and investigate problems and provide solutions as needed
• Strong prioritization and analytical skills

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

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 may be eligible for participation in a bonus program.

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.

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• 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.

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

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.

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.

CI Financial is an independent company offering global wealth management and asset management advisory services. 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.