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Added 16 mins ago
NM
Parts Lead
Nelson Motors and Equipment
Radville, SK
- Full-time
As a Parts Lead, you will support customers, technicians, and internal teams with accurate parts service while helping coordinate daily workflow, inventory processes, ordering, returns,…
Added 30 mins ago
BC
Head of Operations
BGone Consultants
Toronto, ON
- Full-time
Conversion & Retention: Lead telesales and loan renewal teams. Optimize out-bound calling strategies, script frameworks, and incentive schemes to maximize customer lifetime value and…
Added 30 mins ago
HT
PD Software for Service
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 30 mins ago
L
Sales Manager Adtech - Toronto
Locala
Toronto, ON
- Other
Own the sales cycle – from lead generation, closure, and renewal.
Added 46 mins ago
L
Sales Manager Adtech - Toronto
Locala
Toronto, ON
- Full-time
Own the sales cycle – from lead generation, closure, and renewal.
Added 46 mins ago
N
Junior BDE - Sales (Enterprise AI Products)
nugget.ai
Mississauga, ON
- Contract
Role Description The BDE - Sales (Enterprise AI Products) role is a contract, on-site position based in Mississauga, ON. This role is responsible for prospecting and qualifying enterprise…
Added 1 hour ago
H&
Service Manager
Harvey & Company Ltd - Corner Brook
Corner Brook, NL
- Full-time
Lead regular reviews of workload, customer commitments, operational concerns, and department results.
Added 1 hour ago
AH
Operating Room Business Lead
Alberta Health Services
Red Deer, AB
- Full-time
Reporting to the Director of Surgery/Zone Programmatic Lead Surgery/MDRD, the Clinical Support Business Manager is responsible for providing leadership, analysis and direction in the…
Added 1 hour ago
AE
Director of Sales (BESS)
AVA Energy
Quebec, QC
- Full-time
AVA Energy is working with a global renewable energy technology business to appoint a senior sales leader for its growing Canadian battery storage business.
Added 1 hour ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Thunder Bay, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Memorial Ave. Thunder Bay location.
Added 1 hour ago
AM
Pre-Planning Director
Arbor Memorial Inc.
AB · Edmonton, AB
- Full-time
Evergreen Memorial Gardens, located at Edmonton, Alberta is currently recruiting a full-time Pre-Planning Sales Representative to join our Sales Office.
Added 1 hour ago
BT
General Manager
Bosch Truck Group / Bosch Idealease
Airdrie, AB
- Full-time
We are seeking an experienced and results-driven General Manager to lead all aspects of our Airdrie truck dealership operations. The General Manager is responsible for the overall…
Added 1 hour ago
ME
Customer Service Representative Lead Hand
McDougall Energy Inc.
Burford, ON
- Part-time
We are seeking a motivated, results-driven individual to join our team as a part-time Customer Service Representative Lead Hand at our Burford Ontario location.
Added 1 hour ago
SB
Restaurant Manager
Superflux Beer Company
Vancouver, BC
- $83,500 CAD / year
- Full-time
…operations and financial performance of the lounge, patio and retail sales. The role reports to the Head of Hospitality and leads the FOH Leader, Kitchen Leader and Shift Leaders, and…
Added 1 hour ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Burlington, ON
- Full-time
…Burlington, Ontario are currently recruiting a full-time Pre-Planning Sales Representative to join our Sales…
Added 1 hour ago
D
Business developer - M/W
Dayuse.com
Montreal, QC
- Full-time
This is a high-velocity outbound sales role for a relentless closer. We're looking for someone with the grit of a high-stakes broker: the persistence to navigate objections, the charisma to…
Added 1 hour ago
O
Solution Consultant Director, Partner channel
Omilia
Remote, Canada
- Remote
The Solution Consultant Director exists to lead and scale Omilia's pre-sales function within an assigned region or global segment, driving revenue growth through technical excellence and…
Added 1 hour ago
A
Assistant Manager - Upper Canada Mall
Athleta
Newmarket, ON
- Full-time
…for our customers. You’re responsible for driving profitable sales growth through all aspects of the store including; customer and product operations, merchandising, and talent development.…
Added 1 hour ago
SP
Solutions Architect, Salesforce Migrations (Data360, Revenue, Tableau, or Marketing Clouds)
Salesforce Partner Canada
Toronto, ON
- Full-time
Lead end-to-end customer migration engagements - owning technical delivery, project health, and successful go-live outcomes.
Added 1 hour ago
SP
Enterprise Account Executive - Canada
Salesforce Partner Canada
Toronto, ON
- Full-time
Perform account planning in partnership with Prime and Cloud sales resources to ensure strategic alignment
Added 1 hour ago
SP
Regional Sales Director
Salesforce Partner Canada
Toronto, ON
- Full-time
As a Sales Leader, you will manage and develop a team of Account Executives. You will take part in and lead client and prospect meetings, and work cross-functionally with internal partners…
Added 1 hour ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
…ability to react to situations that need a sense of urgency, to lead by example and assist in the training of new colleagues. Monitoring daily activities while having attention to details;…
Added 1 hour ago
BR
Lead, Full Time - Tsawwassen Mills
Banana Republic
Tsawwassen, BC
- Full-time
Support sales leader during (non-peak) hours, with the customer as the primary focus
Added 1 hour ago
BR
Assistant Manager - Tsawwassen Mills
Banana Republic
Tsawwassen, BC
- Full-time
…for our customers. You’re responsible for driving profitable sales growth through all aspects of the store including; customer and product operations, merchandising, and talent development.…
Added 1 hour ago
L
Sales Manager - Adtech - Toronto
Locala
Toronto, ON
- Full-time
Own the sales cycle – from lead generation, closure, and renewal.

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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