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CI Financial

Business Development Manager

Calgary, AB, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 2, 2026
Experience: Minimum 2 years financial services industry experience in a sales capacity
Posting language: English
Posted: Nov 2, 2026

Original job description

About the job

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

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 through sales campaigns, client service, account management, and education for financial advisers and professionals. Generate referrals and leads for District Vice Presidents, support sales presentations and due diligence, and report on territorial sales and assets.

Requirements

Requires 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 cited. Candidates should have investment-industry expertise, advanced Microsoft Office skills, strong communication and relationship-management abilities, and effective organization and problem-solving skills.

Skills

Sales
Business Development
Financial Services
Investment Products
Asset Retention
Brand Promotion
Account Management
Sales Campaign Development
Sales Presentations
Due Diligence
Territorial Sales Reporting
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Time Management

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
Financial Services
Sales
CI Global Asset Management
Investment Products
Asset Retention
Brand Promotion
Financial Advisers
Financial Professionals
District Vice President
Market Share
Lead Generation
Account Management
Customer Service
Fund Management Strategies
Portfolio Manager Philosophies
Sales Campaigns
Sales Presentations
Due Diligence Questionnaires
Territorial Sales Reporting
Competitor Research
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
CSC
CFP
CIM
CFA
CAIA

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