Job details
Job type
Full-time
Full Job Description
CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.
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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.
JOB OVERVIEW
We are currently seeking a Sales Associate who is professional, coachable, accountable with a strong will to win to join our Sales team in Toronto. 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
- Organize territory team weekly meetings and small to mid-sized advisor meetings/seminars to positively contribute to achieving significant net sales results
WHAT YOU WILL DO
- Schedule advisor appointments/events/internal meetings on Salesforce and organize required travel and accommodation needs as directed by VP, Sales
- Prepare various sales and asset reports and materials required for the VP, Sales to utilize in advisor meetings
- Prepare territory team weekly team meeting agenda and provide reporting required to review in weekly territory team meetings such as event ROI reporting, review of upcoming events, activity and sales reports, prospecting results, event per and post analysis, activity to target reporting.
- Plan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are in compliance with CI 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 with National Instrument 81-105 and adheres to CI compliance guidelines
- Complete expense reports accurately and in a timely manner on Concur 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
- Actively participate in the development and execution of territory business plan
- Distribute advisor marketing materials pre- and post-advisor meeting as per VP, Sales and/or Internal wholesaler as needed and record on Salesforce
- Partner with key departments within CI Investments to resolve advisor issues and to deliver on advisor and territory team requests
- Support sales strategies, concepts, marketing ideas for financial advisors, in collaboration with VP, Sales and Internal Wholesaler
- Act as a sales resource for the VP, Sales and/or Internal Wholesaler during vacation and other absences
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
- Understanding of Canada Anti-Spam Legislation (CASL) for email marketing campaigns
- 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
WORKING CONDITIONS
- Ability to thrive in a high energy, competitive, performance and metric oriented, team-based sales environment
- May require attending marketing functions and activities which extend beyond normal office hours
- Limited travel may also be required
WHAT YOU CAN EXPECT FROM US
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
- Recognition & Compensation
- A comprehensive onboarding program supported by ongoing Training & Development
- Health & Well-being
- Communication & Feedback
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 accessible.recruitment@ci.com, or call
Job details
Job type
Full-time
Full Job Description
CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.
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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.
JOB OVERVIEW
We are currently seeking a Sales Associate who is professional, coachable, accountable with a strong will to win to join our Sales team in Toronto. 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
- Organize territory team weekly meetings and small to mid-sized advisor meetings/seminars to positively contribute to achieving significant net sales results
WHAT YOU WILL DO
- Schedule advisor appointments/events/internal meetings on Salesforce and organize required travel and accommodation needs as directed by VP, Sales
- Prepare various sales and asset reports and materials required for the VP, Sales to utilize in advisor meetings
- Prepare territory team weekly team meeting agenda and provide reporting required to review in weekly territory team meetings such as event ROI reporting, review of upcoming events, activity and sales reports, prospecting results, event per and post analysis, activity to target reporting.
- Plan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are in compliance with CI 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 with National Instrument 81-105 and adheres to CI compliance guidelines
- Complete expense reports accurately and in a timely manner on Concur 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
- Actively participate in the development and execution of territory business plan
- Distribute advisor marketing materials pre- and post-advisor meeting as per VP, Sales and/or Internal wholesaler as needed and record on Salesforce
- Partner with key departments within CI Investments to resolve advisor issues and to deliver on advisor and territory team requests
- Support sales strategies, concepts, marketing ideas for financial advisors, in collaboration with VP, Sales and Internal Wholesaler
- Act as a sales resource for the VP, Sales and/or Internal Wholesaler during vacation and other absences
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
- Understanding of Canada Anti-Spam Legislation (CASL) for email marketing campaigns
- 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
WORKING CONDITIONS
- Ability to thrive in a high energy, competitive, performance and metric oriented, team-based sales environment
- May require attending marketing functions and activities which extend beyond normal office hours
- Limited travel may also be required
WHAT YOU CAN EXPECT FROM US
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
- Recognition & Compensation
- A comprehensive onboarding program supported by ongoing Training & Development
- Health & Well-being
- Communication & Feedback
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 accessible.recruitment@ci.com, or call