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.
We are currently seeking a Wealth Planning Coordinator to join our Assante Wealth Planning team. In this role, the successful candidate will be the logistical backbone of a team of wealth planning professionals, including financial planners, accountants and lawyers. The individual will be expected to support wealth planning activities, including scheduling of meetings, collection and management of documents, populating information in various systems and preparing and distributing materials for meetings.- Schedule advisor, client and internal meetings and organize required travel and accommodation needs
- Complete expense reports accurately and in a timely manner
- Follow up with advisors and their support team members for client information and documents
- Manage and organize documents in internal systems
- Manage and setup client information in customer relationship management system
- Partner with our team of wealth planning professionals to populate wealth planning questionnaires
- Prepare PowerPoint presentations for client meetings
- Print materials for in-person meetings
- Distribute reference materials and wealth planning reports to advisors and clients pre and post meetings
- Prepare various activity summary reports
- 1-2 years industry or professional services firm experience preferred
- Bilingual French and English an Asset
- Client services or administrative experience an asset
- University degree and/or college diploma required
- Fluent in computer skills (MS Word/Excel/PowerPoint)
- Basic understanding of investment products and mutual funds
- CFP® or F.Pl. financial planning designation an asset
- Working understanding of Salesforce is an asset
- Excellent time management and organizational skills
- Excellent verbal and written communication skills
- Able to work in a competitive, fast paced team environment
- A high level of professionalism and attention to detail
- Able to thoroughly anticipate and investigate problems and provide solutions as needed
- Strong prioritization and analytical skills
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.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
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.
Similar Jobs
What We Do
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing
