Senior Business Development Manager

CI Investments Inc.; Halifax; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Training reimbursement

Professional designations

ESP

Corporate discount

Enhanced benefits

Parental leave

Top-up program

Volunteer PTO

Job summary

CI Investments Inc. in Halifax is seeking a Senior Business Development Manager to support Assante advisors across Atlantic Canada. The role blends hands-on sales execution with advisor engagement, reporting to the VP, Head of Assante Sales, and is based in Halifax.

You will build relationships, provide product knowledge on mutual funds, ETFs, and managed solutions, coordinate regional events, and collaborate with wholesale, marketing, and product teams to drive growth.

Qualifications

• Minimum 2 years of experience in investment or wealth management.
• Experience as financial advisor, inside sales, or business development preferred.
• Solid understanding of advisor distribution and investment solutions.
• Ability to manage multiple relationships with strong organization.
• CSC required; CIM or CFA are assets.

Responsibilities

• Build and maintain relationships with Assante advisors across Atlantic Canada.
• Engage advisors via phone, virtual, and in‑person meetings.
• Provide timely follow‑up on inquiries and initiatives.
• Act as a trusted contact connecting advisors with CI and Assante resources.
• Support regional sales strategies and business development initiatives.
• Identify growth opportunities and track sales activity.
• Assist with account planning and advisor segmentation.
• Support onboarding of new advisors and teams.
• Provide product knowledge aligned with advisor and client needs.
• Stay current on market developments and CI insights.

Skills

Advisor relationship management

Inside sales

Multi-relationship mgmt

CRM systems

Education

Canadian Securities Course (CSC)

CIM

CFA

Tools

CRM systems

Sales tracking tools

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. The Senior Business Development Manager is a business development and advisor support role within Assante Wealth Management, reporting to the VP, Head of Assante Sales. Based in Halifax, this role supports Assante advisors and their teams across Atlantic Canada. The position is well suited to an experienced inside sales and/or internal wholesaling professional from the asset management or mutual fund industry who is looking to broaden their impact, deepen advisor relationships, and gain exposure to regional sales leadership. While the title reflects a leadership development path, the role is hands on and execution focused, emphasizing advisor engagement, sales support, and follow through.

What You Will Do

• Advisor Relationship Support Build and maintain strong relationships with Assante advisors and their teams across Atlantic Canada.
• Engage advisors through regular phone, virtual, and targeted in‑person meetings to support their business objectives.
• Provide timely follow‑up and ongoing support related to advisor inquiries, initiatives, and growth opportunities.
• Act as a trusted, responsive point of contact connecting advisors with CI and Assante resources.
• Sales and Business Development Support regional sales strategies and business development initiatives in partnership with senior sales leadership.
• Assist with identifying growth opportunities, tracking sales activity, and advancing advisor‑specific initiatives.
• Partner with the VP, Head of Assante Sales on account planning, advisor segmentation, and regional priorities.
• Support onboarding and transition of new advisors and teams to ensure a positive and well‑coordinated experience.
• Product Knowledge and Value Add Leverage a strong understanding of investment products including mutual funds, managed solutions, ETFs, and portfolio construction concepts.
• Provide clear, professional product support aligned with advisor and client needs.
• Stay current on market developments, product updates, and CI investment insights.
• Reinforce advisor‑centric and regulatory‑aligned sales practices consistent with CI standards.
• Collaboration and Regional Support Work collaboratively with internal wholesale, marketing, operations, and product teams.
• Assist with the planning and execution of regional meetings, educational sessions, and advisor events.
• Share advisor feedback and insights with sales leadership to support continuous improvement.

What You Will Bring

• Minimum 2 years of experience in the investment or wealth management industry.
• Experience in as a financial advisor, inside sales, or business development roles strongly preferred.
• Solid understanding of advisor distribution, sales support models, and investment solutions.
• Proven ability to manage multiple relationships while maintaining a high level of organization and follow‑through.
• Canadian Securities Course (CSC) required; CIM, CFA, or other industry designations considered an asset.
• Experience with CRM systems and sales activity tracking tools preferred.

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

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.

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

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.

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.