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About the Role

In this role, you will support the Director of Distribution Enablement on projects impacting the National Sales team and their partners, focusing on Application Management & Optimization and Business Process Management & Optimization. You will optimize the sales technology stack, support key initiatives, and drive improvements across the sales organization.

Responsibilities

• Support the administration, enhancement, and optimization of key sales tools including Salesforce and Seismic.
• Help design and maintain a centralized knowledge and training library for sales tools, workflows, and best practices.
• Conduct gap analyses on current sales processes, workflows, and systems; recommend solutions and build actionable implementation plans.
• Collaborate with distribution partners (Product, Marketing, Data & Analytics) to introduce innovative and productivity-enhancing initiatives.
• Assist in — and at times lead — the identification of project deliverables, development of milestones, and execution of enhancements.
• Ensure all required documentation, training materials, processes, and tools are in place to support seamless adoption by the Sales team.
• Engage with stakeholders to clearly define expectations, communicate progress, and ensure alignment and buy-in.
• Support sales activation initiatives, including product launches, programs, and campaign execution, helping bring creative ideas to life.

Requirements

• Minimum 2 years of experience in the mutual funds or securities industry.
• Post-secondary education.
• Strong working knowledge of Salesforce (Seismic or Tableau experience considered an asset).
• Excellent written and verbal communication skills.
• Strong organizational skills with high attention to detail.
• Proven problem-solving and analytical capabilities.
• Strong relationship-building skills and the ability to collaborate effectively.
• Comfortable working both independently and as part of a team.
• Excellent time-management skills.
• Proficiency in Microsoft Word and Excel.

Skills

• Salesforce
• Seismic
• Tableau
• Microsoft Word
• Microsoft Excel

Location

• In-office

Work Type

• Onsite (four days per week)

Education Level

• Post-secondary education

Salary/Compensations

• $55,000 to $95,000
• Eligible for participation in a bonus program

Benefits

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays
• Vacation time
• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

About the Company

• 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.

Equal Opportunity

• We are focused on building a diverse and inclusive workforce.
• 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.