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. The purpose of this contract role is to increase capacity for the Vice president of Advisor Engagement, assist with Assante training and communications, and support the corporate practice management programs. WHAT YOU WILL DO Posting and management of content on AANet.Management of the mailbox for communications to branches.Provide review and coordinate translation of Assante communications, including monthly FAQ from regional teams.Design and implementation of training modules for LMS system.Build out of new hire training for LMS system.Manage the registration process and billing process for practice management programs.Be responsible for maintaining and updating the tools in the Navigator AT360 library as required .Respond to all inquiries sent to the AT360 mailbox.Main liaison between Assante and Benefaction to maintain updated policies and procedure and to satisfy their reporting needs.Manage the Giving@assante mailbox.Manage the Assante communications and events calendar to ensure that things stay on track.Liase with ARVPs of Business Development to ensure they have consistent content to share with field.Support for the national training virtual programs and roadshows.Manage the Assante StrongerTogether email box.Offer support for the Assante National Wealth Management Conference and manage the conference trade show. WHAT YOU WILL BRINGUniversity degree and/or college diploma an asset1-2 years experience within the financial services industry an assetFluent computer skills (MS/ Word/Excel/PowerPoint) with strong knowledge of ExcelExcellent time management and organizational skillsExcellent verbal and written communication skillsAble to work in a team environmentWillingness to travel for workCI 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 fast-paced environment that will stretch them to tap into their highest potential. Employees with 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. WHAT WE OFFER Modern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Topup programFitness membership discountsVolunteer Paid DayThis 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 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. We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. 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 [email protected], or call 416-364-1145 ext. 4747.
Job Title
Associate, Advisor Engagement