Sales Associate - Toronto

Position: Sales Associate - Toronto, ON
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.
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
Organize and account for 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
Qualifications   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
May require attending marketing functions and activities which extend beyond normal office hours
Compensation & Benefits  The anticipated base salary range for this position is $42,500 to $71,000. Salary may vary based on geographic location. The role is eligible for participation in a bonus program.
Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays and vacation time
Many other benefits subsidized or fully paid for by the company
Work Environment  This role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.
Equal Opportunity Statement  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.

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