Analyst, Distribution Enablement

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.

The Distribution Enablement team is a vibrant part of CI GAM National Distribution that interacts with multiple teams, departments, and individuals across the firm.
We are seeking a resourceful, solutions‑oriented team member who combines strong problem‑solving abilities with hands‑on Salesforce expertise and a creative approach to improving processes, tools, and sales effectiveness. In this role, you will help optimize our sales technology stack, support key initiatives, and drive meaningful improvements across our sales organization.

WHAT YOU WILL DO

• 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.
• Monitor our sales enablement applications to ensure the content is timely, appropriate, and accurate.
• Conduct gap analyses 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.

WHAT YOU WILL BRING

• Minimum 1 year of experience in financial services or asset management. Has a solid understanding of Mutual Funds and the Investment Management Industry.
• Post‑secondary education.
• Strong working knowledge of Salesforce (Seismic or Tableau experience considered an asset).
• Excellent written and oral communication skills, including instructional, facilitation and presentation skills
• Strong organizational skills with high attention to detail.
• Self-starter with strong analytical, problem-solving and interpersonal skills
• Strong relationship‑building skills and the ability to collaborate effectively.
• Proven ability to function in a fast-paced environment as evidenced by strong time management, project management and organizational skills
• Proficiency with Microsoft Office applications, specifically Excel (formulas, charts, pivot tables, macros)

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. Theanticipatedbase salary range for this position is$55,000to $95,000. Exactsalary 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 is 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.

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.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• 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

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.