Job Description

Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative.

JOB OVERVIEW

Reporting to the VP, National Accounts and Portfolio Manager Resources (“PMR”), this role supports the communications and marketing efforts leading to the professional development of portfolio managers and investment advisors in CI Canadian Wealth (“CICW”) in co-ordination with the broader the Managed Solutions team. Responsible for the design and development of content and information through portfolio management, and practice management programs and tools for portfolio managers.

WHAT WILL YOU DO:

• Collaborates with National Accounts, PMR and Managed Solutions Teams in support of their marketing requirements, owning and managing committed deliverables from development through to delivery. The role will act as the primary creative interface across the program.
• Working with marketing teams, develop style guide for consistent look and feel of deliverable content.
• Manages the successful execution of assigned initiatives against key milestones and communications between all stakeholders, including compliance department to review content.
• Oversees the ongoing management of designated website content, coordinating updates to ensure all information and resources remain current and accurate.
• Organize and manage professional development workshops and webinars, including scheduling and coordinating guest participants in collaboration with the PMR team.
• Support in development and delivery of practice management materials such as presentations, advisor tools, and take content prepared by teammates and deliver through appropriate media (print/web/other).
• Act as consultant to internal clients, team members and subject matter experts to recommend content ideas and tools based on projects assigned.
• Maintain a creative but consistent delivery for design, customer experience and content.
• Proactively contribute ideas for professional development and practice management initiatives to internal stakeholders

WHAT YOU WILL BRING:

• 2+ years in a marketing or content-related field. Financial services industry knowledge is an asset.
• Demonstrated professional maturity in dealing with senior management, employees, and stakeholders
• Proven ability to master technical and business content to simplify complex processes
• Ability to communicate concepts effectively either graphically or in written format, for a specific audience
• Strong strategic and analytical thinking skills, with a creative and innovative approach to problem-solving and idea generation
• Ability to communicate with confidence and clarity both orally and in writing
• Ability to work independently and collaboratively based on project needs
• Strong time management and organizational skills with acute attention to detail
• Advanced computer skills, including MS Office
• Education: post-secondary required

What We Bring

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

• Competitive compensation
• Recognition of your accomplishments
• Communication and feedback
• Investment in your training and development
• Commitment to your health and well-being.

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 1-800-561-4368.

Job Tags

Similar Jobs