Become a key player in CI Financial’s Assante sales team as a Sales Coordinator in our head office. Support logistical operations and manage advisor interactions across two territories while adhering to compliance and deadlines.

In this full-time role, you will carry out administrative and sales support tasks vital to team efficiency. Engage in scheduling advisor appointments and events while preparing essential sales reports and marketing materials. Your proactive approach will help ensure that territory teams remain aligned with compliance policies and effective spending practices.

Key Responsibilities:
• Schedule advisor appointments and internal meetings
• Prepare sales reports and event materials
• Facilitate mid-sized advisor events in strict compliance
• Administer co-op forms with financial advisors
• Monitor advisor spend and alert teams of issues

Requirements:
• 1-2 years of experience in a similar role
• University degree or college diploma required
• Fluent in MS Office applications
• Basic investment product knowledge
• Strong organizational and communication skills

Cultivate your career in financial services with CI Financial by ensuring advisor support and event success.
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Sales Coordinator at CI Financial