Business Development Manager

CI Financial; Vancouver; On-site; CAD 59,000 - 72,000; 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

Paid time off for volunteering

Job summary

CI Financial is seeking a Business Development Manager in Vancouver to drive sales and asset retention for CI GAM investment products. You will educate and motivate advisers, develop campaigns, and support DVPs remotely while occasionally traveling to clients within the territory.

You will report to Vancouver and collaborate with team members, leveraging your finance background and MS Office skills to grow CI GAM market share and build high-quality leads.

Qualifications

• Minimum 2 years financial services industry experience in a sales capacity.
• University degree.
• Securities, mutual fund products, and investment industry.
• Advanced 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.

Responsibilities

• 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

Skills

Financial services sales

Relationship management

MS Office

Communication

Time management

Problem solving

Education

University degree

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.

We are currently seeking a Business Development Manager (BDM) who will be responsible for sales and asset retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with one or two 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. This role will report to Vancouver.

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
• 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.

What we offer

• 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

The anticipated base salary range for this position is $65,000.00. 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 bonus 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.

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.