Sales Associate

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…