Institutional Associate
14 hours ago
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.
JOB OVERVIEW
WHAT YOU WILL DO
- Client Support: Assist in managing relationships with institutional clients, ensuring their needs are met and providing timely responses to inquiries.
- Sales Assistance: Collaborate with the sales team to identify and pursue new business opportunities within the institutional market.
- Market Research: Conduct market research and analysis to support sales strategies and identify potential clients.
- Proposal Development: Assist in the preparation of proposals, presentations, and marketing materials tailored to institutional clients.
- Data Management: Maintain and update client databases, ensuring all information is accurate and current.
- Reporting: Prepare reports on sales activities, client interactions, and market trends to support decision-making.
- Team Collaboration: Work closely with cross-functional teams, including marketing, product development, and customer service, to enhance client experience.
- Compliance: Ensure adherence to all regulatory and compliance requirements in client interactions and documentation.
WHAT YOU WILL NEED
- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Previous experience in sales, customer service, or a financial services environment is preferred.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and SalesForce CRM software.
- Ability to work independently and as part of a team in a fast-paced environment.
CI 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.
Hybrid Work Environment
Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Equipment Purchase Program
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top-up program
- Paid time off for Volunteering
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