As a Sales Tools Analyst at CI Financial, you will optimize sales processes and enhance tool functionality, primarily focusing on Salesforce. This role involves direct collaboration with our National Sales team in-office.

Join CI as you provide essential support to the Director of Distribution Enablement. Your contributions will encompass the enhancement of Salesforce and other key tools, conducting analyses, and partnering with various teams to launch productivity initiatives. This role is pivotal in driving improvements and ensuring team alignment through effective communication.

Key Responsibilities:
• Support Salesforce administration and tool optimization
• Develop training materials for sales processes and tools
• Analyze current sales operations and recommend solutions




• Collaborate with distribution partners on innovative projects
• Oversee sales activation efforts, ensuring success of initiatives

Requirements:
• Minimum 2 years' experience in mutual funds or securities
• Proficiency in Salesforce; Seismic/Tableau experience is a plus
• Solid analytical and problem-solving skills
• Excellent organizational and communication strengths
• Comfortable working both independently and collaboratively

Your expertise will significantly impact CI's sales technology and team efficiency.
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📌 CI Financial Sales Tools Analyst (Ontario)
🏢 CI Financial
📍 Ontario