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Added 11 mins ago
F
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 11 mins ago
HS
Nurse - Temporary Casual 6 months
Hopewell Support Services
Ariss, ON
- Part-time
Monitors supported individuals’ behaviour, reaction to treatment and responses, reporting any unusual incidents or concerns to the Clinical Nurse Manager.
Added 11 mins ago
HS
Nurse - Temporary Part Time
Hopewell Support Services
Ariss, ON
- Part-time
Monitors supported individuals’ behaviour, reaction to treatment and responses, reporting any unusual incidents or concerns to the Clinical Nurse Manager.
Added 26 mins ago
A
New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
Reporting to the Supervisor, New Accounts, the New Accounts Administrator is responsible for the day to day processing of new accounts and fee-based accounts in a timely and accurate manner…
Added 26 mins ago
T
Business Systems Analyst III
TD
Toronto, ON
- Full-time
Support audit activities, compliance requirements, and operational reporting.
Added 26 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 26 mins ago
SL
Manager, Supplier Strategy & Integration
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Waterloo King
- Full-time
Accountabilities also include the development of guidelines, procedures and reporting to ensure efficient and systematic control and management of ongoing supplier relationships. The…
Added 26 mins ago
PT - Residence Support Worker (Vancouver Apartments)
Connective
Vancouver, BC
Reports and is accountable to the Program Manager of the facility or their designate
Added 26 mins ago
FT Residence Worker (Bridge St)
Connective
Victoria, BC
Reports and is accountable to the Program Manager or their designate
Added 26 mins ago
TS
Nursing Manager
The Salvation Army in Canada
Calgary, AB
- Part-time
Reporting to the Executive Director, as a member of the Executive Team, the Nursing Manager is responsible for organization, development, and management of the nursing department, including…
Added 26 mins ago
RH
Financial Planning and Analysis Manager
Robert Half
Caledon, ON
- $50 to $52 CAD / hour
- Contract
This is a contract position with potential to go long term. We are seeking a hands-on FP&A Manager to support the development and improvement of financial reporting, forecasting, and…
Added 26 mins ago
TS
Registered Nurse-Agape Hospice
The Salvation Army in Canada
Calgary, AB
- Part-time
Deliver safe, holistic, and client-centered nursing care, including comprehensive assessments, planning, implementation, and evaluation of individualized care plans.
Added 26 mins ago
RH
Sr. Finance Manager
Robert Half
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
- Full-time
…leadership decisions. The successful candidate will strengthen reporting, improve financial processes, and help build a scalable finance function for a growing…
Added 26 mins ago
ST
Weekend Manager, CREST Live-In Treatment
Strides Toronto
Toronto, ON · Scarborough, ON
- $84,258 to $98,120 CAD / year
- Full-time
The Manager, CREST LIT provides clinical and administrative supervision to a multidisciplinary team, administrative and operational management, and comprehensive oversight to the CREST…
Added 26 mins ago
V
Royalmount Senior Sales Associate
Versace
Montreal, QC
- Full-time
The Senior Sales Associate will join our team reporting to the General Manager. You will be a Brand Ambassador by providing an exceptional client experience, embracing and promoting our…
Added 26 mins ago
AW
Quality Assurance Manager
Arrow Workforce Solutions
Montreal, QC
- $70,000 to $88,000 CAD / year
- Full-time
We are seeking a Lead Quality Manager to oversee quality, security, health and safety, environmental, and dangerous goods compliance within a logistics and distribution environment. This…
Added 26 mins ago
GR
Finance Manager
Goldbeck Recruiting
Burnaby, BC
- Full-time
Our client, a long-established international maritime and logistics group with a strong reputation for integrity and excellence, is seeking a Finance Manager to lead its North American…
Added 41 mins ago
MA
Director of Public Practice - 4-Day Work Week
McLenehan and Associates Chartered Professional Accountants
Winnipeg, MB
- Full-time
Reporting Line: Directly to Mike McLenehan, the firm's owner. No layers in between
Added 41 mins ago
M
Manager, Tax / Directeur(trice), Fiscalité
MNP
Bathurst, NB · Dieppe, NB
- Full-time
Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor,…
Added 41 mins ago
M
Manager, Tax
MNP
Stratford, PE · Summerside, PE
- Full-time
Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor,…
Added 56 mins ago
E
Senior Environmental Engineer or P.Geo
EXP
Kingston, Ontario
- Full-time
Maintaining excellent client relationships in various industries
Added 56 mins ago
E
Supervisor, Plant Operations & Maintenance
EllisDon
ON · Ontario Projects
- Full-time
Participate in the site's Duty Manager rotation, providing after-hours leadership, incident escalation, emergency response coordination, and client support as required.
Added 56 mins ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 56 mins ago
B
Senior Director, People Operations
Boldr
Remote, Canada
- Full-time
- Remote
Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating
Added 56 mins ago
SA
First Officer Challenger 604 - Dorval, Canada
Starlink Aviation
Dorval, QC
- Full-time
Reporting to the Operations Manager of Starlink Aviation, your role will involve planning and safely managing all your international flights, in close collaboration with the company's team.…

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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