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CI Financial

Canadian asset manager growing through acquisitions

Salesforce Data Steward

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

About the Job

Requirements

  • Experience working with Salesforce.
  • Ability to manage, prioritize, and complete a high volume of tasks in a timely and efficient manner.
  • Strong written and verbal communication skills.
  • Problem-solving and analytical skills.

Responsibilities

  • Act as the subject matter expert for Salesforce platforms by troubleshooting issues and assisting with end-user support requests.
  • Manage ticket assignment for support questions and data updates.
  • Support data integrity within Salesforce platforms, including recurring maintenance and data validation.
  • Set up and maintain end users.
  • Manage records to minimize duplication and ensure data quality and completeness.
  • Assist with functional testing of new developments in Salesforce platforms.

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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