CI Financial

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 an Internal Wholesaler to join our Sales team. In this role, the successful candidate will support the development of CI Global Asset Management product offerings and sales, marketing and customer service strategies for Assante advisors and their teams. 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...