Internal Wholesaler
Internal Wholesaler
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Job Description
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 OVERVIEWWe are currently seeking an Internal Wholesaler to join our Sales team. In this role the successful candidate will support the development of Assantes product offerings and sales marketing and customer service strategies for Financial Advisors and Insurance Agents.
WHAT YOU WILL DO
- Perform proactive call and sales campaigns to promote Assantes 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
- Postsecondary 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 problemsolving skills to provide effective solutions for clients
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 highestquality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fastpaced 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 inoffice 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 Topup 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 or callext. 4747.
Employment Type
Full-Time
