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Added 3 mins ago
H
Leader of Finance
Hatfield
Vancouver, BC
- Part-time
Added 3 mins ago
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Procurement & Supply Chain Analyst / Supply Chain Data Analyst (PSCA006)
Potenco
Canada
- Full-time
📌 Note: If you have already applied for this position, please do not reapply. Your application is already on file, and multiple submissions may impact consideration.
Added 3 mins ago
M
Marsh People and Investments - Actuarial Employee Benefits Consulting Co-Op - Toronto - Winter 2027
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In order to be considered, submit your complete application by providing a cover letter, your resume and your most recent transcript in PDF format, via our career section.
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Director, Information Security - Competition ID: 4841
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Surrey, BC
- Full-time
We invite you to explore your next career opportunity at KPU and discover how your work can contribute to a university where thought truly meets action.
Added 6 mins ago
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Ottawa, ON
- Full-time
Thank you for your interest in this role. One of our Recruiters will be in touch with you if your profile meets the requirements for the role and the expectations of our clients. Please…
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Added 6 mins ago
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Mechanical Engineer - Building Systems
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- Full-time
At PIVOTAL Engineering, we offer an opportunity to be part of a growing engineering firm where your contributions have a direct impact on project success and company development.
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Added 7 mins ago
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Controls and Automation Engineer
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- $90,000 to $120,000 CAD / year
- Full-time
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Added 24 mins ago
KP
Director, Information Security
Kwantlen Polytechnic University
Surrey, BC
- Full-time
To apply for this opportunity, please submit your cover letter and resume as one document via KPU’s Career Centre.
Added 35 mins ago
CO
Administrative Co-ordinator of Library Services
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Sudbury, ON · Greater Sudbury, ON
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Added 35 mins ago
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Senior Commissioning Engineer
BC Hydro
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Added 35 mins ago
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Airport Operations Serviceperson
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Sudbury, ON · Greater Sudbury, ON
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We must receive your resume before 11:59 p.m. on Thursday, October 22, 2026. For those providing a French language resume, please also include an English version.
Added 35 mins ago
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Regional Philanthropy Manager (Edmonton)
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AB · Edmonton, AB
- Full-time
Research, develop and submit grant proposals, funding requests and sponsorship applications as appropriate.
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Administrative Assistant III
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Grande Prairie, AB
- Full-time
To apply for this position, please utilize the "Apply Now" tab on this web page to submit your comprehensive cover letter and up-to-date resume.
Added 36 mins ago
CO
Community Planning and Policy Analyst
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
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Added 36 mins ago
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Sub-Foreperson "A" Line Painting and Sign Shop
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
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We must receive your resume before 11:59 p.m. on Thursday, October 22, 2026. For those providing a French language resume, please also include an English version.
Added 36 mins ago
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Intermediate Interior Designer
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Account Executive - Inbound Sales | Mental Health
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…established processes, sales coaching, and the tools to succeed. Your success will depend on how effectively you manage those opportunities, follow up, and convert interested prospects into…
Added 36 mins ago
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Director of Sales – Wholesale Industrial Distribution (Western Canada)
Lock Search Group
Calgary, AB
- Full-time
…employee-centric company, this may be the perfect fit. Please submit your resume to Cameron Lappin, a Senior Recruitment Consultant with Lock Search Group, using the “Apply”…
Added 39 mins ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 39 mins ago
B
Customer Service Representative
BMO
Markham, ON
- Part-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 39 mins ago
B
Personal Banking Associate
BMO
Markham, ON
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…

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
Apply by: Oct 23, 2026
Experience: Minimum 2 years financial services industry experience in a sales capacity
Posting language: English
Posted: Sep 23, 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. This role will report to Vancouver.

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 and grow assets, and generate qualified referrals for District Vice Presidents through sales campaigns and advisor engagement. Manage client accounts and inquiries, support sales presentations and due diligence, report on territorial sales and assets, and gather market and competitor information.

Requirements

Requires at least two years of financial services sales experience and a university degree, along with knowledge of securities, mutual funds, and the investment industry. Financial services designations such as CSC, CFP, CIM, CFA, or CAIA are cited, as are advanced Microsoft Office skills, strong communication and relationship management, organization, time management, and problem-solving abilities.

Skills

Sales
Business Development
Account Management
Customer Service
Financial Product Knowledge
Investment Industry Knowledge
Sales Campaign Development
Sales Presentations
Financial Reporting
Due Diligence
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Communication
Time Management

Benefits

Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up Program
Paid Volunteer Time
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

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

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