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Wealth Planning Analyst
CI Financial
Winnipeg, MB
- Full-time
Added 1 month ago
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Business Development Manager
CI Financial
Vancouver, BC
- Full-time
Added 1 month ago
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Project Manager
CI Financial
Toronto, ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
CF
Senior Business Systems Analyst
CI Financial
Toronto, ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
CF
Directeur/directrice du développement des affaires
CI Financial
Montreal, QC
- Full-time
Added 1 month ago
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Directeur/directrice du développement des affaires
CI Financial
Montreal, QC
- Full-time
Added 1 month ago
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Intermediate Accountant
CI Financial
Toronto, ON
- Full-time
Added 1 month ago
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Bilingual Senior Compliance Officer, Branch Audit
CI Financial
ON
- Full-time
This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
CF
Senior Compliance Officer
CI Financial
Toronto, ON
- Full-time
This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
CF
Fund Financial Reporting Analyst
CI Financial
Toronto, ON
- Full-time
Must have 2-3 years’ experience in investment fund industry preferably in detail-oriented role · This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
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Investment Advisor (Kitchener/Waterloo)
CI Financial
Waterloo, ON
- Full-time
This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs
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Licensed Administrative Associate
CI Financial
Cornwall, ON
- Full-time
Added 1 month ago
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Financial Planner
CI Financial
Vancouver, BC
- Full-time
Added 1 month ago
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Tax Manager
CI Financial
Toronto, ON
- Full-time
This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
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Project Manager, PMO
CI Financial
ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
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Director, Insurance Operations
CI Financial
Toronto, ON
- Full-time
Added 1 month ago
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Business Development Manager
CI Financial
Vancouver, BC
- Full-time
Added 1 month ago
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Director, Insurance Operations
CI Financial
Toronto, ON
- Full-time
Added 1 month ago
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Data Solutions Designer
CI Financial
Toronto, ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
CF
Data Solutions Designer
CI Financial
Toronto, ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
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Business System Analyst II
CI Financial
Toronto, ON
- Full-time
Added 1 month ago
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Senior AI Engineer
CI Financial
Toronto, ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
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Security Analyst II
CI Financial
Toronto, ON
- Full-time
Added 1 month ago
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Investment Operations Associate
CI Financial
ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 month ago
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Senior Security Specialist
CI Financial
Toronto, ON
- Full-time

CI Financial

Business Development Manager

Vancouver, BC, Canada

The anticipated base salary range for this position is $65,000.00. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $65,000.00.
Job type: Full-time
Experience: Minimum 2 years financial services industry experience in a sales capacity
Posting language: English
Posted: Oct 2, 2026

Original 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.

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

The anticipated base salary range for this position is $65,000.00. 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 bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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.

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More about this job

Responsibilities

Promote CI Global Asset Management investment products, retain assets, and grow market share by educating and engaging financial advisers and professionals. Manage client accounts and inquiries, generate referrals for District Vice Presidents, support sales campaigns and presentations, and report on territorial sales and assets.

Requirements

Candidates need at least two years of financial services sales experience and a university degree; financial services designations such as CSC, CFP, CIM, CFA, or CAIA are also cited. The role requires investment-industry knowledge, advanced Microsoft Office skills, strong client communication and relationship management, organization, time management, and creative problem-solving abilities.

Skills

Sales
Asset Retention
Brand Promotion
Financial Services
Investment Products
Account Management
Customer Service
Sales Campaign Development
Sales Presentations
Territorial Sales Reporting
Market Research
Communication
Time Management
Organization
Problem Solving

Benefits

Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up Program
Paid Time Off for Volunteering
Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Business Development
Sales
Asset Retention
Brand Promotion
CI Global Asset Management
Investment Products
Financial Advisers
Financial Professionals
Market Share
Lead Generation
Account Management
Customer Service
Sales Campaigns
Sales Presentations
Due Diligence Questionnaires
Territorial Sales Reporting
Competitor Research
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
CSC
CFP
CIM
CFA
CAIA
Securities
Mutual Funds
Portfolio Management

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