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.

We are hiring a Business Development Manager (BDM) who will be responsible for sales, asset retention and brand promotion of all CI Global Asset Management investment products.

• 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 territorial sales and asset reporting (monthly, quarterly, etc.) 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

• 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 but are 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

The anticipated base salary range for this position is $55,000 to $70,000. 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 sales incentive plan program.

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time
• 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
• and many others

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 , or call  ext.

4747.