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Internal Wholesaler

4 months ago

Toronto, Canada CI Financial Full time

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

We are currently seeking an Internal Wholesaler to join our Sales team. In this role, the successful candidate will support the development of Assante’s product offerings and sales, marketing and customer service strategies for Financial Advisors and Insurance Agents.

WHAT YOU WILL DO

Perform pro-active call and sales campaigns to promote Assante’s product offerings to existing and potential clients Generating referrals for your respective wholesalers Perform account management and customer service duties for established clients Respond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trends Develop sales campaigns and materials and assist in the delivery of sales presentations  Assist in responses to due diligence questionnaires Perform (monthly, quarterly, etc.) territorial sales and asset reporting Collect client and competitor information from Internet and other sources Work closely with and support efforts of other team members Assist in administrative functions as required


WHAT YOU WILL BRING

Post-secondary education Financial services designations (e.g. CSC, CFP, CIM, CFA) Minimum 2 years financial services industry experience Requires sound knowledge of securities, mutual fund products, and investment industry Excellent PC skills – esp. MS Word, MS Excel, MS PowerPoint Excellent communication and interpersonal skills in managing relationships with clients  Strong time management and organizational skills with the ability to meet deadlines Resourcefulness and creative problem-solving skills to provide effective solutions for clients

#LI-HYBRID

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. 

WHAT WE OFFER 

Modern HQ location within walking distance from Union Station

Flexible & Hybrid Work Program

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Fitness membership discounts

Volunteer paid Days

Complimentary vending machines


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.