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Added 5 mins ago
DC
Mechanical Program Manager
Danaher Corporation
Concord, ON · CAN - Concord - AB Sciex LP
- $110,000 to $123,000 CAD / year
- Full-time
Develop and manage project budgets, monitor spending, and support effective project execution within financial targets.
Added 5 mins ago
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Financial Planning Analyst - 12 Month Contract
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
As a Financial Analyst within the Financial Planning & Analysis (FP&A) team, you will primarily support the financial planning, forecasting, and performance analysis activities for MLSE’s…
Added 5 mins ago
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Events Manager
Fasken
AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Calgary, AB
- Full-time
Reporting to the Senior Director, Communications, the Events Manager is accountable for the design, development and delivery of Fasken’s Firmwide events strategy and its internal events…
Added 5 mins ago
FC
Claims Examiner, Group Life and Disability
First Canadian Financial Group
Sherwood Park, AB
- Full-time
The Claims Examiner, Group Life & Disability Benefits reporting to Manager, Group & Creditor Life & Disability Claims is based in Sherwood Park. This position is in-office position…
Added 5 mins ago
FC
Data Entry
First Canadian Financial Group
Sherwood Park, AB
- Full-time
The Mechanical Breakdown Data Entry position reporting to the Office Manager is based in Sherwood Park, AB. This on-site position is responsible for registering Mechanical Breakdown…
Added 5 mins ago
SC
Corporate Services Administrator - Edmonton
Servus Credit Union
Edmonton, AB
- Full-time
Maintain accurate records, inventories, documentation, and tracking systems to support effective operations and reporting.
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Pharmacy Assistant
Cencora
AB · Edmonton, Alberta
- Full-time
…Cencora. It does not alter actual job duties, responsibilities, reporting lines, working conditions, grading, compensation, or other essential terms and conditions of…
Added 5 mins ago
RB
Trade Sales Planning Manager
Red Bull
Toronto, ON
- Full-time
Drive alignment between Trade Sales planning, financial expectations, inventory requirements and broader RBCA business plans.
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Administrative Assistant
RBC
Vernon, BC
- Full-time
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
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Accountant
Aston Carter
Vaughan, ON
- $70,000 to $80,000 CAD / year
- Full-time
…processes, handling period closing activities, and conducting financial analysis to identify trends and discrepancies. The successful candidate will serve as a subject matter expert in…
Added 5 mins ago
UI
Assistant Manager, Finance
Umbrella Incorporated
Toronto, ON
- Full-time
…individual will play an important role in managing the company's financial operations, strengthening financial controls, improving reporting processes, and supporting strategic financial…
Added 20 mins ago
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New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 20 mins ago
CL
General Manager - Secure Destruction Recycling Facility
Clean Lifecycle Network (CLN)
Ancaster, ON
- Full-time
Prepare and present regular operational and financial performance reporting to senior leadership.
Added 20 mins ago
FC
Claims Examiner, Group Life and Disability
First Canadian Financial Group
Sherwood Park, AB
- Full-time
The Claims Examiner, Group Life & Disability Benefits reporting to Manager, Group & Creditor Life & Disability Claims is based in Sherwood Park. This position is in-office position…
Added 20 mins ago
Applications Developer, Workday
Robinhood
Toronto, ON
…ready to be at the epicenter of this historic cultural and financial shift, keep…
Added 20 mins ago
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Business Intelligence and Reporting Analyst
TD
Toronto, ON · Montreal, QC
- Full-time
· Produce reporting packages, dashboards, scorecards and analytical outputs for business partners, with focus on understanding objectives and supporting business decision making.
Added 20 mins ago
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Business Systems Analyst III
TD
Toronto, ON
- Full-time
Support audit activities, compliance requirements, and operational reporting.
Added 20 mins ago
NC
Manager, Business Analysis
NAV CANADA
Ottawa, ON
- Full-time
…support quality decision-making. The position involves analyzing financial data ensuring adherence to International Financial Reporting Standards (IFRS), forecasting potential outcomes, and…
Added 20 mins ago
HR
Investigator
Holt Renfrew
Mississauga, ON
- Full-time
Analyze and follow up on transactional reporting
Added 20 mins ago
Replenishment - Manager Grocery
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Fredericton, NB
Manage the department budget and ensure the department achieves all financial targets and maximizes sales and margins, including appropriate sales forecasting, variance analysis and…
Added 20 mins ago
Director, IT Infrastructure & Cybersecurity
Winnipeg Airports Authority
Winnipeg, MB
Reporting to the Vice President, Information Technology, the Director, IT Infrastructure & Cybersecurity leads the development, implementation, and continuous improvement of WAA’s IT…
Added 20 mins ago
Manager of Revenue
the Town of the Blue Mountains
Thornbury, ON
Reporting to the Director of Corporate and Financial Services, the Manager of Revenue is responsible for the administration of the Town's property taxation, assessment, and revenue…
Added 20 mins ago
SL
Manager, Supplier Strategy & Integration
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Waterloo King
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 20 mins ago
SL
Senior Consultant, Strategy, Sunlife Health
Sun Life
Calgary, AB · AB · Vancouver, BC · Toronto, ON · Waterloo, ON · Montreal, QC · Alberta Telecommuters
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 20 mins ago
Client Care Liaison ID #1668
YMCA of Simcoe/Muskoka
Huntsville, ON
…databases (CTS, CaMS and ESCases), and supporting government reporting requirements. The Client Care Liaison contributes to safe, efficient, and high-quality service delivery by ensuring…

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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