Enablement Analyst, Distribution Enablement Specialist

1 day ago

Old Toronto, Ontario, Canada CI Financial Company Full time
Enablement Analyst, Distribution Enablement

CI Financial is seeking a highly skilled Enablement Analyst to join our Distribution Enablement team. As an Enablement Analyst, you will play a critical role in supporting the Director of Distribution Enablement on projects that directly impact the National Sales team and their supporting partners.

Key Responsibilities:
  • Support the administration and optimization of various sales tools, including Salesforce and Seismic.
  • Develop a knowledge and training library on sales tools and processes.
  • Conduct gap analysis on current sales processes/workflows, applications and systems, and recommend solutions and action plans.
  • Collaborate with key partners (IT, Compliance, Marketing, Data, etc.) to introduce new optimization or innovation initiatives that help drive sales productivity.
  • Assist in identifying deliverables and developing milestones for projects and enhancements.
  • Ensure that required processes, tools, documentation, materials and training are available to support the Sales team for implementation.
  • Engage and manage stakeholders to ensure that sales execution expectations are identified, understood and well communicated, ensuring buy-in and success.
Requirements:
  • Minimum of 2 years' related working experience in the Mutual Funds/Security industry.
  • Post-secondary Education.
  • Strong working knowledge of Salesforce (preferably Seismic, Tableau).
  • Excellent oral and written communication skills.
  • Strong organizational skills.
  • High degree of accuracy and attention to detail.
  • Strong analytical skills (problem solving).
  • Self-starter and self-motivated, take ownership for achieving results in a dynamic fast-paced environment.
  • Strong relationship building skills.
  • Able to work independently and in a team setting.
  • Excellent and proven time management skills.
  • Strong PC skills in Microsoft Word and Excel.
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.

CI Financial is an independent company offering global wealth management and asset management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

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