Sales Associate - Toronto, ON

CI Financial•Toronto, ON

1d•CA$42,500 - CA$71,000•Onsite

About The Position

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. 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. 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. 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.

Requirements

1-2 years industry experience as an administrative assistant
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

Nice To Haves

College diploma would be an asset
Securities Industry certifications a plus
May require attending marketing functions and activities which extend beyond normal office hours

Responsibilities

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 DVP(s)
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