Enablement Analyst, Distribution Enablement

CI Investments Inc.; Fredericton; On-site; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Modern HQ location near 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

Job summary

CI Investments Inc. in Canada is seeking a results‑driven Salesforce administrator to support the Director of Distribution Enablement on projects impacting the National Sales team.

You will optimize the sales tech stack, maintain Salesforce and Seismic, and collaborate with Product, Marketing, Data & Analytics. The role requires at least two years in the mutual funds or securities industry, post‑secondary education, strong communication, and hands‑on problem solving.

Qualifications

• 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.

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.

Skills

Excellent communication

Analytical thinking

Problem solving

Team collaboration

Time management

Detail orientation

Education

Post-secondary education

Tools

Salesforce

Seismic

Tableau

Microsoft Word

Microsoft Excel

Job 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. In this role, the employee is expected to provide support to the Director of Distribution Enablement on projects that directly impact the National Sales team and their supporting partners. Projects will fall under various mandates including Application Management & Optimization and Business Process Management & Optimization. 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.

Key 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.

Job 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.

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

Salary and Benefits

The anticipated base salary range for this position is$55,000 to $95,000. Exact salary 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.

• 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

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.

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. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.

CI Financial is an independent company offering global wealth management and asset management advisory services. 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.