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.

• Schedule advisor appointments/events/internal meetings and organize required travel and accommodation needs
• Prepare various sales and asset reports and materials
• Plan, 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
• Partner with financial advisors to complete, submit and administer required co-op forms needed to ensure co-op events are compliant
• Complete expense reports accurately and in a timely manner and provide oversight to each advisor to ensure that annual advisor spend limits are not compromised
• Effectively 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
• Distribute advisor marketing materials pre- and post-advisor meeting