Sales Associate

  • CI Investments
  • Toronto, ON, Canada
  • Jan 18, 2018
Full time Marketing Sales

Job Description


We are currently seeking two Sales Associate to join our Sales and Marketing team. In this role, the successful candidate is expected to organize and schedule activities for two wholesalers and to support those activities with administrative and sales support.


  • Schedule appointments and meetings, and organize required travel and accommodation needs
  • Prepare sales and asset reports for advisors and wholesalers
  • Supporting the wholesalers and Advisors with administrative needs, such as marketing support, sponsorship, and event planning
  • Answer calls and correspondence
  • Complete expense reports and activity reports for two wholesalers
  • Summarize product and marketing updates


  • 1-2 years industry experience
  • Client services or administrative experience an asset
  • University degree and/or college diploma required
  • Fluent in computer skills (MS Word/Excel/PowerPoint)
  • Solid understanding of investment products and mutual funds
  • Excellent time management and organizational skills
  • Excellent verbal and written communication skills
  • Able to work in a team environment 


  • Collaborative and friendly team environment
  • Opportunities to develop and grow within the company
  • Health and Wellness programs including discounted corporate fitness membership and nutritional seminars
  • Modern, conveniently-located facilities
  • Community involvement including OneWalk to Conquer Cancer, Bay Street Hoops and more. 

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.