Sales Coordinator

CI Investments Inc - Toronto, ON (9 months ago)

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CI Investments Inc. is one of the country’s largest investment fund companies, managing over $80.5 billion on behalf of two million Canadian investors. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

POSITION: Sales Coordinator


STATUS: Full-time


We are currently seeking a Sales Coordinator 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


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


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


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


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

If you are a passionate, committed and dynamic individual, 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 we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at, or call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.