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CI Financial

Canadian asset manager growing through acquisitions

Business Systems Analyst

Enterprise ApplicationsUpdated on Nov 13
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Post-secondary education is required.
  • At least 2 years of work experience as a Business Analyst is required.
  • At least 2 years of experience working with Salesforce is required.
  • Strong written and verbal communication skills are required.
  • Problem-solving and analytical skills are required.
  • Time-management and prioritizing abilities are required.

Responsibilities

  • Provide dedicated support for Salesforce CRM.
  • Work with stakeholders and business groups to define and document specifications for Salesforce CRM development and support.
  • Work with Salesforce Developers to build solutions on Salesforce platforms.
  • Manage the project and development cycle, create and execute project work plans, revise plans as needed, and coordinate reviews, testing, validation, and training with stakeholders and business units.
  • Assist with lead and functional testing and review deliverables before passing them to stakeholders.
  • Document processes and provide training.
  • Promote user adoption and engagement of the Salesforce platform and measure the effectiveness of solutions and developments.
  • Support data integrity within Salesforce platforms and assist with recurring maintenance and data validation.
  • Review, understand, and test Salesforce releases and new products, and identify opportunities to enable the business.
  • Test and review third-party vendors and applications that integrate with Salesforce platforms.
  • Act as the subject matter expert for Salesforce platforms, including Sales Cloud, Service Cloud, and Financial Services Cloud.

About the Company

CI Financial

Canadian asset manager growing through acquisitions

CI Financial builds and runs investment management and wealth-advisory platforms through a network of subsidiaries that manage assets and provide investment products and advisory services to individuals and institutions. Its platforms are advisor-facing, helping independent financial advisors and RIAs offer mutual funds, managed accounts, and other wealth-management services. The company differentiates itself by growing through acquisitions, creating a large, integrated footprint in Canada and the United States. Its goal is to scale into a leading diversified financial-services group serving a broad adviser network, a strategy that culminated in Mubadala Capital taking the company private in 2024.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1965

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