Jobs Filtered by

canada Sales Coordinator

  • Location
    (CANADA) and Dorval
  • Job Reference
  • Functional Area/Experience
    Business, Accounting & Finance / 1 Year

Job Description & Qualifications

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.  

We are currently Seeking a Sales Coordinator to join our Assante sales team. 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 
  • Schedule advisor appointments/events/internal meeting

What you will do

  • Schedule advisor appointments/events/internal meetings and organize required travel and accommodation needs
  • Prepare various sales and asset reports and materials 
  • Plan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are in compliance with 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
  • Complete expense reports accurately and in a timely manner 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 
  • Distribute advisor marketing materials pre- and post-advisor meeting

What you will bring

  • 1-2 years industry experience preferred 
  • Client services or administrative experience an asset 
  • University degree and/or college diploma 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
  • Training & Development
  • Health & Well-being
  • Communication & Feedback

Job Skills/Competencies 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 
  • 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

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