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.

General Responsibilities:

• Assisting Advisor (forms, questions, research, feedback)

• Coordinate Advisor planning team meetings

• Greeting clients (drop ins and client appointments)

• Ongoing training and self-study (modules, admin training meetings, sales meetings and team meetings)

• Advisor community involvement (meeting prep, events, calendar, mass emails and social media)

Client Service:

• Answering client inquires (email and phone) and problem solving

• Maintaining a friendly relationship with clients and prospects

• Scheduling review meetings

• Booking client appointments (rebooking, follow up meeting)

• Maintain client information (statements, income tax information, outside investments, etc.)

• Creating and updating client binders

• Client service transactions (purchases, redemptions, address change, beneficiary change, name and ownership changes, cash surrenders, banking changes, policy loans, death claims, etc.)

• Sit in client meetings as needed to assist and note taking

Client Meeting Prep:

• Review advisor needs for meeting

• Review action since last meeting

• Touch on work to be done

• Provide client background when necessary

• Review paperwork to be completed

• Life Insurance Illustrations

• Create/update NaviPlan

• Create/update summary sheet

• Review and document previous meeting notes

• Prepare necessary forms/applications

• Send DocuSign documents to client as needed

Client Meeting Follow Up:

• Update the Client Record in Navigator to ensure it is complete

• Meeting notes (record and save into client data folder)

• Record follow up tasks in Navigator

• Complete paperwork and submit to head office for processing (forms and applications)

• Record any new sales in Master Sales Tracking Sheet

• Create processing notes in Navigator

• Ensure Advisor Notes are in Navigator

• Scan and save necessary documents into the client data folder

• Review meeting with advisor (provided that AA is not present during client meeting)

• Prepare information document (letter/story/memos) for accountant, lawyer, etc. (if applicable)

General Maintenance:

• Office project assignment (research, templates, business development)

• Maintain review schedule and book appointments

• Maintain working files (if necessary) and purge old documents

• Maintaining client Database (Navigator)

• Monitor Life Insurance premiums to come due

• Researching leads that come into the office and networking with advisor

• Pending life insurance follow up – daily

• Premium payment reconciling

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. 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

· 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

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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

Job Tags

Similar Jobs