Remote Financial Services BDM: Grow Advisory Partnerships

CI Financial Corp.; Calgary; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services company in Calgary is seeking a Business Development Manager to enhance sales and brand promotion of their investment products. This role involves pro-active client engagement, generating sales leads, and managing client relationships. The ideal candidate will have a university degree and at least 2 years of sales experience in the financial services industry. Opportunities for training reimbursement and other benefits are offered.

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.
• Excellent communication and interpersonal skills in managing relationships with clients.
• Strong time management and organization skills with the ability to meet deadlines.

Responsibilities

• Perform pro-active call and sales campaigns to promote CI GAM product offerings.
• Generate referrals for District Vice Presidents.
• Perform account management and customer service duties for established clients.

Skills

Financial services industry experience

Communication skills

Time management

Problem-solving skills

Education

University degree

Financial services designations (e.g., CSC, CFP, CIM, CFA, CAIA)

Tools

MS Office (Word, Excel, PowerPoint)

Job description

A leading financial services company in Calgary is seeking a Business Development Manager to enhance sales and brand promotion of their investment products. This role involves pro-active client engagement, generating sales leads, and managing client relationships. The ideal candidate will have a university degree and at least 2 years of sales experience in the financial services industry. Opportunities for training reimbursement and other benefits are offered.