Business Development Manager

CI Financial Corp.; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading financial services firm in Toronto is looking for a Business Development Manager to drive sales and brand promotion. Ideal candidates will have at least 2 years of relevant experience and a Business Administration degree. The role includes developing client relationships, executing sales strategies, and participating in marketing functions. CI Financial offers a supportive environment with competitive benefits and a focus on innovation.

Benefits

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

Qualifications

• Minimum 2 years financial services industry experience in a sales capacity.
• University degree in Business Administration.
• Canadian Securities Course is a required designation.

Responsibilities

• Perform pro-active call and sales campaigns to promote CI GAM product offerings.
• Respond to inquiries on products, fund management strategies, and industry trends.
• Develop sales campaigns and materials.

Skills

Communication

Interpersonal skills

Problem solving

Time management

Resourcefulness

Education

University degree in Business Administration

Canadian Securities Course

Tools

MS Office

Job description

Business Development Manager page is loaded

Business Development Manager

Apply locations Toronto, ON time type Full time posted on Posted 30+ Days Ago job requisition id JR3321

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 for sales, asset retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with two (2) 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. 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
• Canadian Securities Course is a required designations
• CFP, CIM, CFA, CAIA are not required however it is a nice to have
• 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
• May require attending marketing functions and activities which extend beyond normal office hours.

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 [emailprotected] , or call 416-364-1145 ext. 4747.

About Us

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.

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