Business Development Manager

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 designation
• CFP, CIM, CFA, CAIA are not required however it is a nice to have
• Securities, mutual fund products, and investment industry knowledge
• 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

• 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

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.