Business Development Manager

CI Investments Inc.; Fredericton; Hybrid; CAD 57,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Many others

Job summary

CI Investments Inc. is seeking a Business Development Manager to drive sales, asset retention and brand promotion for CI Global Asset Management products.

You will work with District Vice Presidents, educate advisers, and develop high-quality leads to grow CI GAM market share across the territory. Based in an in-office hub with occasional travel, the role requires collaboration with DVPs, proactive campaigns, account management, and preparation of sales materials.

Qualifications

• Minimum 2 years in financial services sales.
• University degree in Business Administration.
• Financial designations (CSC, CFP, CIM, CFA, CAIA) are a plus.
• Knowledge of securities, mutual funds and investment industry.
• Proficient in MS Office; strong communication and organization.

Responsibilities

• Perform pro-active call and sales campaigns to promote CI GAM product offerings to existing and potential clients.
• Generate referrals for your respective DVPs.
• 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 DVPs.
• Collect client and competitor information from Internet and other sources.
• Work closely with and support efforts of other team members.
• Assist in administrative functions as required.

Skills

Sales experience

Communication skills

Time management

Interpersonal skills

Problem solving

Education

University degree in Business Administration

Financial services designations (asset)

Tools

MS Office

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’s, the BDM serves as a sales consultant to the specified 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.
• Generating referrals for your respective DVPs.
• 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 DVPs.
• Collect client and competitor information from Internet and other sources.
• 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 an asset (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

In office position Monday to Thursday, WFH Friday. 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.

This opportunity is for an existing vacancy with the company.

The anticipated base salary range for this position is $57,000 to $65,000. 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 sales incentive plan program.

Benefits

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• many others

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. 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.