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. 

WHAT YOU WILL DO

• Dedicated support for Salesforce CRM.

• Works with stakeholders and business groups to define/document specifications for development/support of Salesforce CRM.

• Work with Salesforce Developers to build solutions on the Salesforce platforms.

• Manage the project/development cycle.  Creates and executes project work plans and revises as appropriate to meet changing needs and requirements.  Coordinate review, testing, validation and training with all involved stakeholders and business units.

• Assist with lead/functional testing.  Reviews deliverables before passing onto to stakeholders.

• Document process and provide training

• Promote user adoption and engagement of the Salesforce platform.  Measure the effectiveness of solutions/developments.

• Support the integrity of the data within the Salesforce platforms.  Assist with recurring maintenance and data validation.   

• Review, understand, and test Salesforce releases and new products.  Identify potential opportunities to enable the business.

• Test and review any third-party vendors and applications that integrate with the Salesforce platforms.

• Act as the subject matter expert for the Salesforce platforms including Sales Cloud, Service Cloud, Financial Service Cloud.

WHAT YOU WILL BRING

• Post-secondary education

• 2+ years working experience as a Business Analyst

• 2+ years working with Salesforce

• Strong written and verbal communication skills

• Excellent problem-solving and analytical skills

• Strong time-management and prioritizing abilities

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. 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

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.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 [email protected], or call 416-364-1145 ext. 4747.