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Added 3 hours ago
NB
Business Account Manager
National Bank of Canada
Brossard, QC
- Full-time
Reporting to the Regional Vice-President, the position is based in Brossard.
Added 7 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 1 day ago
OG
Vice President of Marketing
Onni Group of Companies
Vancouver, BC
- Full-time
ONNI Group is hiring a Vice President of Marketing in Vancouver, BC | This is corporate branding, not a real estate marketing position.
Added 1 day ago
Senior Project Engineer, Pipeline, Pacific Link (Contract)
Trans Mountain
Calgary, AB
Reports to: Vice President, Pipeline & Project Services
Added 1 day ago
LF
Coordinator, Sales
Lysander Funds Limited
Toronto, ON
- Full-time
This role reports to the Vice President, Sales Operations. This is a full-time role working from the Toronto office of Lysander Funds with an expected annual compensation range of $60,000 -…
Added 1 day ago
M
Vice President, Bus Fleet Maintenance
Metrolinx
Mississauga, ON
- Full-time
Our Operations team is looking for Vice President, Bus Fleet Maintenance to lead the maintenance organization responsible for ensuring the safety, reliability, availability, cleanliness and…
Added 1 day ago
CF
Business Development Manager
CI Financial
Calgary, AB
- Full-time
…investment products. Acting in partnership with the District Vice President, the BDM serves as a sales consultant to the…
Added 1 day ago
VC
Indigenous Relations Liaison
Valard Construction
Remote, Canada
- $85,000 to $110,000 CAD / year
- Remote
Reporting to the Vice President, Indigenous Partnerships and Commercial Strategy, this is a key position that will work directly with the partnering Indigenous communities and help Valard…
Added 1 day ago
MC
Relationship Manager/Senior Relationship Manager
Meridian Credit Union
Hamilton, ON
- $79,000 to $110,000 CAD / year
- Full-time
Conduct extensive due diligence and prepares credit submissions in accordance with the company’s standards and procedures and presents them to the Regional Vice President.
Added 1 day ago
Senior Safety Manager
Price Industries Limited
Winnipeg, MB
Reports To: Director of Safety for assigned U.S. sites / Vice President, Safety for assigned Canadian sites
Added 1 day ago
GR
Senior Financial Analyst (SFA), Financial Reporting
GRANITE REIT HOLDINGS LP
Toronto, ON
- Full-time
Reporting to the Vice President, Corporate Controller, the SFA, Financial Reporting plays a key role in the consolidation and external reporting processes. This position supports the…
Added 1 day ago
GR
Senior Financial Analyst
Granite REIT
Toronto, ON · Greater Toronto Area, Canada
- $90,000 to $100,000 CAD / year
- Full-time
Reporting to the Vice President, Corporate Controller, the Senior Financial Analyst (SFA), Financial Reporting plays a key role in the consolidation and external reporting processes. This…
Added 1 day ago
SS
General Manager
SPB Solutions
Petersburg, ON
- Full-time
…The incumbent collaborates with the Finance department i.e. Vice-President Finance and Controllers, the Sales teams i.e. the Vice-President Business Development and Sales, the Animal…
Added 1 day ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 1 day ago
DW
Vice President, Supply Chain and Inventory Management
Delta Water Products
AB · Alberta, Canada
- Full-time
Vice President, Supply Chain & Inventory Management
Added 1 day ago
Sr. Business Manager
Softchoice
Toronto, ON
…The RVPs retain ownership of the P&L. The role reports to the Vice President and works as a senior individual contributor with no direct reports. The role operates with significant autonomy…
Added 1 day ago
S
Sr. Business Manager
Softchoice
Toronto, ON
- Full-time
…The RVPs retain ownership of the P&L. The role reports to the Vice President and works as a senior individual contributor with no direct reports. The role operates with significant autonomy…
Added 1 day ago
Vice President, Surety Claims
Trisura Guarantee Insurance Company
Canada
Trisura is seeking a Vice President, Surety Claims, Canada to lead a sophisticated and diverse surety claims portfolio in the Canadian marketplace.
Added 1 day ago
NM
Community Relations Administrator
NexGold Mining Corp
Wabigoon Lake Indian Reserve No. 27, ON · Wabigoon, Ontario
- Full-time
…Relations Administrator to join our NexGold team, reporting to the Vice President, Sustainability or…
Added 1 day ago
BE
Compliance & Enforcement Officer – 12-Month Term
BC Energy Regulator
Terrace, BC
- Full-time
Executive Vice President, Safety & Compliance
Added 1 day ago
BE
Director, Enforcement
BC Energy Regulator
Fort St. John, BC
- Full-time
Executive Vice President, Safety & Compliance
Added 1 day ago
LM
Underwriting Co-Op Student (Summer term, May - August 2027)
Liberty Mutual Canada
Remote, Canada
- Contract
- Remote
Reports To: Assistant Vice President, Underwriting Manager, Alberta & Prairies Region
Added 1 day ago
VC
Regional Medical Director, Renal
Vancouver Coastal Health
Vancouver, BC
- Part-time
Reporting jointly through the Vice President, Medical and Academic Affairs to the Senior Executive Team and through the Executive Director to BC Renal, the Regional Medical Director, Renal…
Added 1 day ago
LM
Underwriting Co-Op Student (Summer term, May - August 2027)
Liberty Mutual Canada
Calgary, AB
- Contract
Reports To: Assistant Vice President, Underwriting Manager, Alberta & Prairies Region
Added 2 days ago
SS
LatAm Regional Head and Country Head, Canada – Executive Vice President
State Street
Toronto, ON
- Full-time
Set State Street’s regional strategy and execute revenue growth plans with key stakeholders and regional teams

CI Financial

Business Development Manager

Calgary, AB, Canada

Full-time

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Job details

Job type: Full-time
Experience: Minimum 2 years financial services industry experience in a sales capacity
Posting language: English
Posted: Oct 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.

Business Development Manager (BDM) is responsible sales and asset retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with the District Vice President, the BDM serves as a sales consultant to the 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
Generate referrals for your DVP
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 DVP
Collect client and competitor information
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 in Business Administration
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

WORKING CONDITIONS:

Routine office environment.
May require attending marketing functions and activities which extend beyond normal office hours.

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

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

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

The Business Development Manager is responsible for sales, asset retention, and brand promotion of investment products while acting as a sales consultant to the territory. They will educate and motivate financial advisors, generate leads for the District Vice President, and perform account management duties.

Requirements

Candidates must have a minimum of 2 years of experience in the financial services industry in a sales capacity and hold a university degree in Business Administration. Professional financial designations such as CSC, CFP, CIM, CFA, or CAIA are also required.

Skills

Sales
Asset Retention
Brand Promotion
Financial Services
Account Management
Customer Service
Sales Presentations
Communication
Interpersonal Skills
Time Management
Organization
Problem Solving
MS Office
Investment Products
Market Analysis

Benefits

Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-up Program
Paid Time Off For Volunteering

Visa sponsorship

Not detected in the job text

Keywords

Business Development
Asset Management
Sales
Financial Services
Investment Products
Account Management
Customer Service
Market Share
Lead Generation
Financial Advisor
CSC
CFP
CIM
CFA
CAIA
MS Office
Portfolio Management
Due Diligence
Territorial Sales
Wealth Management

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