Top Benefits
About the role
About the job
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.
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 Financial services designations (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 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
We are focused on building a diverse and inclusive workforce. 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. 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
Not the right fit? Search for Business Development Manager jobs in Calgary, Alberta, Canada
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Similar Jobs
Top Benefits
About the role
About the job
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.
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 Financial services designations (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 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
We are focused on building a diverse and inclusive workforce. 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. 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
Not the right fit? Search for Business Development Manager jobs in Calgary, Alberta, Canada
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.