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Office Administrator/ Coordinator

Associate, Advisor Engagement

Job in Toronto, Ontario, M5A, Canada
Listing for: CI Financial
Full Time position
Listed on 2026-02-25
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 42500 - 71000 CAD Yearly CAD 42500.00 71000.00 YEAR
Job Description & How to Apply Below

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.

The

purpose of this role is to increase capacity for the Vice president of Advisor Engagement, assist with Assante training and communications, and support the corporate practice management programs.

WHAT YOU WILL DO

  • Posting and management of content on AANet.
  • Management of the mailbox for communications to branches.
  • Provide review and coordinate translation of Assante communications, including monthly FAQ from regional teams.
  • Design and implementation of training modules for LMS system.
  • Build out of new hire training for LMS system.
  • Manage the registration process and billing process for practice management programs.
  • Be responsible for maintaining and updating the tools in the Navigator AT360 library as required .
  • Respond to all inquiries sent to the AT360 mailbox.
  • Main liaison between Assante and Benefaction to maintain updated policies and procedure and to satisfy their reporting needs.
  • Manage the mailbox.
  • Manage the Assante communications and events calendar to ensure that things stay on track.
  • Liase with ARVPs of Business Development to ensure they have consistent content to share with field.
  • Support for the national training virtual programs and roadshows.
  • Manage the Assante Stronger Together email box.
  • Offer support for the Assante National Wealth Management Conference and manage the conference trade show.

    • WHAT YOU WILL BRING

  • University degree and/or college diploma an asset
  • 1-2 years’ experience within the financial services industry an asset
  • Fluent computer skills (MS/ Word/Excel/PowerPoint) with strong knowledge of Excel
  • Excellent time management and organizational skills
  • Excellent verbal and written communication skills
  • Able to work in a team environment
  • Willingness to travel for work

    • 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 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.

    Position Requirements
    10+ Years work experience
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