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Added 1 min ago
Sales Manager
Source Office Furniture & Systems Ltd.
AB · Edmonton, AB
Full-time
Source Office Furniture is looking for a hands‑on, people‑first Sales Manager to lead, coach, and develop a high‑performing sales team while driving strong execution of sales strategy,…
Added 1 min ago
Account specialist, High Value at Risk (HVAR)
BMO
Quebec, QC
Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 31 mins ago
Enterprise Account Executive
Conexiom
Canada
Full-time
Conexiom is expanding its global revenue organization. We are looking for an Enterprise Account Executive (EAE), you will operate within a cross-functional revenue team to focus on driving…
Added 31 mins ago
Customer Success Manager (NJ)
Elogistic UK
Success, SK
Full-time
…customer experiences. We’re looking for a Customer Success Manager to join our North American team and drive long-term customer satisfaction, retention, and…
Added 31 mins ago
Customer Success Manager
Zappix
Success, SK
Full-time
Collaborate with the Sales team on account strategy and identify opportunities for them to sell products and services within accounts.
Added 31 mins ago
Customer Success Manager
AppifyLab
Success, SK
Full-time
Appifylab is looking for a proactive and customer-focused Customer Success Manager to build, manage, and grow relationships with both local and international clients. In this role, you will…
Added 31 mins ago
Area Business Manager
ABN Feeds
Cornwall, ON
Full-time
Demonstrated sales or commercial account management experience, ideally within agriculture, dairy, animal health, genetics or a related sector.
Added 46 mins ago
FY27 Intern - PAL Firmware Development Internship - Canada (16 months)
Qualcomm
Markham, ON
Full-time
Log Into Your Eightfold Candidate Home Account
Added 1 hour ago
Recognition Coordinator
British Council
Toronto, ON
$76,006.21 to $86,660 CAD / year
Full-time
…opportunities around the world. Working closely with the Recognition Manager and Recognition Development Manager, you will provide key account management support for Recognising…
Added 1 hour ago
Sr. Account Manager (Canada)
Netflix
Toronto, ON
Full-time
Netflix is seeking a Senior Account Manager who will be an exceptional addition to our growing Netflix Ads team. The Senior Account Manager will be responsible for leading the pre-to-post…
Added 2 hours ago
Power Washing & Window Cleaning Technician
Clean Break Home Services
Vancouver, BC
Full-time
Opportunity to advance to Crew Lead or Project Manager positions.
Added 2 hours ago
Commercial Manager, Americas Private Equity
Dialectica
Montreal, QC
Full-time
As a Commercial Manager in Dialectica's Americas Private Equity team, you will be the engine of business development and the frontline of our client-facing activity across the region.…
Added 2 hours ago
Parts Lead
Nelson Motors and Equipment
Avonlea, SK
Full-time
…warranties, pricing, and invoicing. You will support parts sales by identifying customer needs, recommending suitable parts and related products, promoting seasonal programs when…
Added 2 hours ago
TikTok Commerce - Senior Category Manager
TikTok
Toronto, ON
Full-time
…affiliation, partners education) and set up their mid and long term account plan and help them grow their business sustainably on the…
Added 2 hours ago
Payroll & Accounting Coordinator
New Star Capital
AB · Edmonton, AB
Full-time
Keeping record and obtaining manager authorization of payroll changes and reflecting those in Payworks;
Added 2 hours ago
Customer Retention Specialist
Jobber
Toronto, ON
Full-time
Reporting to the Manager, Customer Retention, the Customer Retention Specialist (Retention Specialist) works directly with customers who may be at risk of cancelling or disengaging from…
Added 2 hours ago
Retention Specialist
Jobber
Toronto, ON
Full-time
Reporting to the Manager, Customer Retention, the Retention Specialist works directly with customers who may be at risk of cancelling or disengaging from Jobber. Your job is to understand…
Added 2 hours ago
Sales and Rental Associate / Account Services Representative
Long & McQuade Musical Instruments
London, ON
Full-time
Provide monthly status reports to the Account Services Regional Manager
Added 2 hours ago
Sales Manager
Westmont Hospitality Group
Winnipeg, MB
Up to $70,000 CAD / year
Full-time
The Sales Manager is responsible for managing and achieving the top line sales, generate controllable transient segments and group business sales for overall revenue generation. The…
Added 2 hours ago
Senior Account Executive, Digital Sales
THE CANADIAN REAL ESTATE ASSOCIATION
Ottawa, ON
$120,000 to $150,000 CAD / year
Full-time
The Senior Account Executive, Digital Sales is accountable for building and growing REALTOR.ca’s direct digital advertising revenue through consultative sales to brands, agencies, media…
Added 3 hours ago
Account specialist, High Value at Risk (HVAR)
BMO
AB · Alberta, Canada
Part-time
…Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives.…
Added 3 hours ago
Store Manager - Moncton Area (251915-67)
Cannabis NB
Moncton, NB
$62,000 to $66,000 CAD / year
Full-time
We are seeking a Store Manager to lead the daily operations of our store. Reporting to the District Manager, the Store Manager is accountable for all aspects of the retail experience,…
Added 3 hours ago
Senior Account Manager - AntiSocial
The Climax Engineering company Limited
Toronto, ON
Full-time
AntiSocial is looking to hire an experienced Senior Account Manager to join our team! As our Account Manager, you will be responsible for providing exceptional service to our current and…
Added 3 hours ago
Senior Key Account Manager, Oil, Gas & LNG
BC Hydro
Vancouver, BC
Full-time
The Senior Key Account Manager (KAM) is responsible for developing and maintaining strategic relationships with BC Hydro's largest and most complex Oil, Gas and LNG customers. This role…
Added 3 hours ago
AI & Automation Manager
Superior Plus Propane Talent Acquisition
Sainte-Catherine, QC · Calgary, AB · ON
Reporting to the Senior Marketing Manager, Operations & Technology, the AI & Automation Manager will lead the development and implementation of AI-powered and automation-driven solutions…

CI Financial

Business Development Manager

Vancouver, BC, Canada

Pay: The anticipated base salary range for this position is $65,000.00.
Job type: Full-time
Apply by: Oct 23, 2026
Experience: Minimum 2 years financial services industry experience in a sales capacity
Posting language: English
Posted: Sep 23, 2026

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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.

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. This role will report to Vancouver.

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

The anticipated base salary range for this position is $65,000.00. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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, retain assets, and grow market share by educating and engaging financial advisers and professionals. Manage client accounts and inquiries, generate referrals for District Vice Presidents, support sales campaigns and presentations, 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 advanced MS Office expertise, investment industry knowledge, strong communication and relationship-management abilities, and effective time management, organization, and problem-solving skills.

Skills

Sales
Asset Retention
Brand Promotion
Financial Adviser Relationship Management
Client Account Management
Customer Service
Investment Product Knowledge
Sales Campaign Development
Sales Presentations
Due Diligence
Territorial Sales Reporting
Market Research
Communication
Time Management
Organization
Creative Problem Solving

Benefits

Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up Program
Paid Time Off for Volunteering
Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Paid Holidays
Vacation Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

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

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