Business Development Manager

CI Financial; Toronto; On-site; CAD 57,000 - 65,000; Full time

Benefits offered by this job

Training Reimbursement

Professional designations

Employee Savings Plan

Discount program

Enhanced benefits

Parental leave top-up

Job summary

CI Financial is seeking a Business Development Manager to drive sales and asset retention for CI GAM products. The role involves educating and motivating financial advisers, building partnerships, and expanding market share within the territory.

Based in an regional office with occasional travel to client events, this in-office role emphasizes proactive outreach, presentations, and collaboration with DVPs to deliver strong results and growth.

Qualifications

• Minimum 2 years financial services sales experience.
• University degree in Business Administration.
• Financial services designations an asset (e.g. CSC, CFP, CIM, CFA, CAIA).
• Securities, mutual fund products, and investment industry knowledge.

Responsibilities

• Conduct proactive calls and sales campaigns to promote CI GAM products to clients.
• Generate referrals for District Vice Presidents.
• Perform account management and client service duties for existing clients.
• Answer inquiries on products, fund strategies, and industry trends.
• Develop sales campaigns and sales materials; assist in presentations.
• Help respond to due diligence questionnaires.
• Prepare periodic territory sales and asset reports with DVPs.
• Gather client and competitor information from various sources.
• Collaborate with team members to support sales efforts.
• Assist in administrative functions as needed.

Skills

Sales experience

Communication skills

MS Office

Education

University degree in Business Administration

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. Theanticipatedbase salary range for this position is$57,000 to $65,000. Exactsalary 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. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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.