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About the Role
The Business Development Manager (BDM) is responsible for sales, asset retention, and brand promotion of CI Global Asset Management investment products. The BDM acts as a sales consultant within a specified territory, educating and motivating financial professionals to increase market share and develop leads.
Responsibilities
- Perform proactive call and sales campaigns to promote CI GAM product offerings.
- Generate referrals for respective DVPs.
- Perform account management and customer service duties for established clients.
- Respond to inquiries on products, fund management strategies, portfolio manager philosophies, and industry trends.
- Develop sales campaigns and materials, and assist in delivering sales presentations.
- Assist in responding to due diligence questionnaires.
- Perform territorial sales and asset reporting in collaboration with DVPs.
- Collect client and competitor information from various sources.
- Work closely with and support other team members.
- Assist in administrative functions as required.
Requirements
- Minimum 2 years of financial services industry experience in a sales capacity.
- University degree in Business Administration.
- Familiarity with securities, mutual fund products, and the investment industry.
- Advanced expertise in MS Office (Word, Excel, PowerPoint).
- Excellent communication and interpersonal skills for managing client relationships.
- Strong time management and organization skills with the ability to meet deadlines.
- Resourcefulness and creative problem-solving skills.
Skills
- Sales
- Asset retention
- Brand promotion
- Sales consulting
- Client education
- Client motivation
- Lead generation
- Account management
- Customer service
- MS Office (Word, Excel, PowerPoint)
- Communication
- Interpersonal skills
- Time management
- Organization
- Problem solving
Location
- Regional offices
Work Type
- In-office (Monday-Thursday)
- Work from home (Friday)
- Hybrid
Experience Level
- Minimum 2 years
Education Level
- University degree in Business Administration
- Financial services designations an asset (e.g. CSC, CFP, CIM, CFA, CAIA)
Salary/Compensations
- $57,000 to $65,000
- Eligible for participation in a sales incentive plan program
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays
- Vacation time
- 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
About the Company
- CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
- Founded in 1965, CI consistently anticipates and responds to the changing needs of investors.
- The company is driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
- CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
- Employees with ambition, a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
Equal Opportunity
- 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.