Sales Coordinator at CI Financial
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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. #J-18808-Ljbffr
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