{"id":2750960,"url":"https://alion.io/job/ci-financial-sales-coordinator","title":"Sales Coordinator","company":{"id":704636,"name":"CI Financial","domain":"cifinancial.com","url":"https://alion.io/company/ci-financial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":13,"ghost_share":0,"stale_share":0.769,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["York, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":42500,"max":71000,"currency":"USD","period":"year","gross":null,"usd_annual":71000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-16T23:58:21Z","employer_posted_date":"2026-10-16","last_verified_at":"2026-10-21T21:30:58Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"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.\nWe are currently seeking a Sales Coordinator to join our Assante sales team. In this role, the successful candidate will be the logistical backbone of two territory teams and will be expected to:- Support sales activities within each territory\n- Ensure territory team adherence to compliance and expense polices\n- Provide administrative and sales support\n- Schedule advisor appointments/events/internal meeting\nThis role will cover our Western advisors so some off hours may be required.\nWHAT YOU WILL DO\nSchedule advisor appointments/events/internal meetings and organize required travel and accommodation needs\nPrepare various sales and asset reports and materials \nPlan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are in compliance with Sales policies and guidelines \nPartner with financial advisors to complete, submit and administer required co-op forms needed to ensure co-op events are compliant\nComplete expense reports accurately and in a timely manner and provide oversight to each advisor to ensure that annual advisor spend limits are not compromised \nEffectively record and track all advisor spend, co-op spend, event spend and territory spend for each territory team and alert the territory team if any potential issues arise \nDistribute advisor marketing materials pre- and post-advisor meeting\nWHAT YOU WILL BRING\n1-2 years industry experience preferred \nClient services or administrative experience an asset \nUniversity degree and/or college diploma required \nFluent in computer skills (MS Word/Excel/PowerPoint) \nBasic understanding of investment products and mutual funds \nIFIC and/or CSC an asset \nWorking understanding of Salesforce is an asset \nExcellent time management and organizational skills \nExcellent verbal and written communication skills \nAble to work in a competitive, fast paced team environment \nA high level of professionalism and attention to detail \nAble to thoroughly anticipate and investigate problems and provide solutions as needed \nStrong prioritization and analytical skills\nThis role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.\nThis opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position may be eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.\nCI 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.\nA Supportive Environment for Success\nWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.\nWHAT WE OFFER\nModern HQ location within walking distance from Union Station\nTraining Reimbursement\nPaid Professional Designations\nEmployee Savings Plan (ESP)\nCorporate Discount Program\nEnhanced group benefits\nParental Leave Top-up program\nPaid time off for Volunteering \nWe 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.\nPlease 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 ,or call 416-364-1145 ext. 4747.","description_format":"text","description_chars":5309,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Health insurance","Insurance coverage","Parental leave","Retirement plans","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-16T23:58:21Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.6,"p_room":1,"age_days":5,"expected_fill_days":31,"reasons":["conf:8","stale_co","win:early","comp:junior"],"computed_at":"2026-10-22T06:10:10Z"},"pay":{"stated_usd_annual":71000,"is_top_pay":false},"html_url":"https://alion.io/job/ci-financial-sales-coordinator","json_url":"https://alion.io/job/ci-financial-sales-coordinator.json","meta":{"generated_at":"2026-10-22T20:16:16Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4223,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704636},"rest":"https://alion.io/mcp/rest/get_company?id=704636"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fci-financial-sales-coordinator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fci-financial-sales-coordinator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fci-financial-sales-coordinator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ci-financial-sales-coordinator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fci-financial-sales-coordinator"}]}