Business Development Manager

CI Financial; Calgary; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

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 Financial in Canada is seeking a Business Development Manager to drive sales and asset retention for CI GAM investment products, educating financial advisers and fostering strong partnerships across the territory. This role is located in the regional offices and will involve remote engagement with advisors and occasional client travel.

The successful candidate will bring at least two years of financial services sales experience, a BA in Business Administration and relevant designations such

Qualifications

• Minimum 2 years financial services industry experience in a sales capacity.
• University degree in Business Administration.
• Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA).
• Securities, mutual fund products, and investment industry.
• Advance expertise in MS Office (Word, Excel, PowerPoint).
• Excellent communication and interpersonal skills in managing relationships with clients.
• Strong time management and organization skills with the ability to meet deadlines.
• Resourcefulness and creative problem solving skills to provide effective solutions for clients.

Responsibilities

• Perform pro-active call and sales campaigns to promote CI GAM product offerings to existing and potential clients
• Generate referrals for your DVP
• Perform account management and customer service duties for established clients
• Respond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trends
• Develop sales campaigns and materials and assist in delivery of sales presentations
• Assist in responding to due diligence questionnaires
• Perform territorial sales and asset reporting in collaboration with DVP
• Collect client and competitor information
• Work closely with and support efforts of other team members
• Assist in administrative functions as required

Skills

Sales experience

MS Office

Communication

Time management

Relationship management

Problem solving

Education

Business Administration

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.

Business Development Manager (BDM) is responsible sales and asset retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with the District Vice President, the BDM serves as a sales consultant to the territory.

BDM’s will educate, train and motivate financial advisers and financial professionals to foster partnerships and stronger relationships, to increase CI GAM market share in the territory and develop high quality leads for DVP. The BDM will be located in their respective regional offices working as highly motivated sales professionals driving significant engagement with advisors remotely. The role will occasionally require travel to clients and client events within the territory as determined by business case and DVP, subject to RVP approval.

WHAT YOU WILL DO

• Perform pro-active call and sales campaigns to promote CI GAM product offerings to existing and potential clients
• Generate referrals for your DVP
• Perform account management and customer service duties for established clients
• Respond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trends
• Develop sales campaigns and materials and assist in delivery of sales presentations
• Assist in responding to due diligence questionnaires
• Perform (monthly, quarterly, etc.) territorial sales and asset reporting in collaboration with DVP
• Collect client and competitor information
• Work closely with and support efforts of other team members
• Assist in administrative functions as required

WHAT YOU WILL BRING

• Minimum 2 years financial services industry experience in a sales capacity
• University degree in Business Administration
• Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA).
• Securities, mutual fund products, and investment industry
• Advance expertise in MS Office (Word, Excel, PowerPoint)
• Excellent communication and interpersonal skills in managing relationships with clients
• Strong time management and organization skills with the ability to meet deadlines
• Resourcefulness and creative problem solving skills to provide effective solutions for clients

WORKING CONDITIONS:

• Routine office environment.
• May require attending marketing functions and activities which extend beyond normal office hours.

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

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.