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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.
Responsible for branch support and training of dealership technology solutions that include, but are not limited to, Navigator (Salesforce), Navigator Financial Reporting, Navigator Cloud Drive (Box), ActionPRO, Fee-based platform, iContact, and more solutions as they are added.
What you will do:
- Assist in the creation of training materials. This may include delivering content to branch staff through live presentations, webinars and phone training.
- Investigate and manage escalated advisor service issues related to the solutions we support.
- Maintain branch information on the AANet.
- Test system enhancements and new solutions.
- Work as Business Analyst on branch facing initiatives.
- Act as a point of contact for branch staff on branch processing issues.
- Assist in developing communications in for branches on initiatives.
What you will need:
- 5+ years customer service and/or training experience.
- 2+ years Financial Industry experience.
- University/College degree would be an asset.
- Canadian Securities Course, IFIC, PFP and other industry courses would be an asset.
- Familiarity with process reviews and process improvement
- Strong experience with delivering training sessions and/or adult education practices.
- Knowledge of industry back office practices and/or systems. Specific knowledge of RPM/ActionPRO and Navigator (Salesforce) would be an asset.
- Demonstrated analytical and creative problem-solving abilities .
- Comfort in using and learning new software systems.
- Excellent communication and presentation skills required.
- Strong written and verbal communication skills is mandatory .
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
- Modern HQ location within walking distance from Union Station
- Flexible & Hybrid Work Program
- Equipment Purchase Program
- 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
- Complimentary vending machines
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.
