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Added 2 hours ago
NF
Sales Team Manager - Calgary
Neilson Financial Services
Calgary, AB
- Full-time
We are seeking a Sales Team Manager with exceptional skills and talents. In this role, you will lead our team of Sales Advisors, cultivating a customer-centric, collaborative, and…
Added 10 hours ago
AI
Account Manager
Accuenergy Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Strategic engagement - Quarterly Business Reviews, annual reviews, roadmap conversations, NPI training, and other strategic touchpoints on key accounts. Builds and maintains the…
Added 10 hours ago
PM
Clinical Education Manager
Pride Mobility Products Corporation
Canada
- Full-time
Work closely with Inside and Field Sales team members to develop and create clinical sales-related content and materials to enhance the education and knowledge of the Quantum Rehab and…
Added 10 hours ago
LS
Territory Sales Manager – Mechanical Sector (Uncapped Commission)
Lock Search Group
Victoria, BC
- Full-time
…segment to uncover an experienced, Victoria-based, Territory Sales Manager for their Vancouver Island zone. The candidate for this position must have a comprehensive understanding of…
Added 10 hours ago
RH
Inside Sales Coordinator
RHK Hydraulic Cylinder Services Inc.
AB · Edmonton, AB
- Full-time
Working closely with Applications, Engineering, Production, Supply Chain, and Business Development, you will ensure customer requirements are clearly captured, quotes are prepared…
Added 11 hours ago
R&
Senior Delivery Manager
Robots & Pencils
Canada
- Full-time
Robots & Pencils is an applied AI engineering firm building the next frontier of business architecture. We design and ship AI co-workers that integrate into enterprise operations and…
Added 12 hours ago
CB
National Account Manager
Canadian Bar Association
Ottawa, ON
- Full-time
Working closely with Membership, Marketing, and Business Development teams and CBA Branches, the National Account Manager plays a critical role in retaining and expanding national accounts,…
Added 12 hours ago
A
Creative Production Manager
Article
Vancouver, BC
- $93,000 to $104,000 CAD / year
- Full-time
We are a team of 5 reporting into our Manager, Virtual Production. You won't be managing direct reports - you’ll be our go-to project management and operational systems wizard working…
Added 15 hours ago
RB
Director, Business Marketing – Canada
Royal Bank of Canada
Toronto, ON
- Full-time
Banker & Sales Enablement – Develop and deliver sales enablement tools that empower the firm and specific business groups, including factsheets, capability one-pagers, client-facing…
Added 18 hours ago
KB
Department Manager - Inside LBM/Kitchens/Bath/Flooring/Paint/Household/Decor
Kent Building Supplies
Saint John, NB
- Full-time
Department Managers are responsible for the sales results and daily management of their area. This includes executing marketing campaigns, managing inventory, and participating in meetings…
Added 19 hours ago
NC
Business Relationship Manager
Northern Credit Union
Timmins, ON
- Full-time
…we are excited to announce that we are currently seeking a Business Relationship Manager in our Timmins…
Added 19 hours ago
RB
Branch Manager - Kitchener-Waterloo Market - Elmira Branch
Royal Bank of Canada
Kitchener, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 19 hours ago
R
Branch Manager - Kitchener-Waterloo Market - Elmira Branch
RBC
Kitchener, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 19 hours ago
R
Director, Business Marketing – Canada
RBC
Toronto, ON
- Full-time
Banker & Sales Enablement – Develop and deliver sales enablement tools that empower the firm and specific business groups, including factsheets, capability one-pagers, client-facing…
Added 20 hours ago
B
Mortgage Specialist
BMO
Laval, QC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 21 hours ago
JI
Department Manager - Inside LBM/Kitchens/Bath/Flooring/Paint/Household/Decor
J.D. Irving, Limited
Saint John, NB
- Full-time
Department Managers are responsible for the sales results and daily management of their area. This includes executing marketing campaigns, managing inventory, and participating in meetings…
Added 1 day ago
C
Business Development Manager, Inside Sales
CMLS
Calgary, AB
- Full-time
To support our growing network of mortgage brokers across the Prairies, CMLS Residential is seeking a Business Development Manager, Inside Sales in Calgary. You will partner with emerging…
Added 1 day ago
NA
Territory Manager
Newfoundland and Labrador Dairy Co-operative
St. John's, NL
- Full-time
As a Territory Manager, you will play a pivotal role in driving growth, enhancing the Central Dairies brand, and contributing to meeting our revenue targets. This is an exciting opportunity…
Added 1 day ago
HP
Commercial Account Manager - Networking
Hewlett Packard Enterprise
Calgary, AB
- Full-time
You'll focus on larger deals/opportunities and value and/or volume portfolio management, selling a range of company products and solutions - supported by presales and inside sales resources.
Added 1 day ago
Bilingual Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Montreal, QC
Work closely with the external wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
Added 1 day ago
E
Senior Account Manager
Encircle
Kitchener, ON
- Full-time
Our Senior Account Managers are experienced sales professionals who own Encircle’s largest and most
Added 1 day ago
RB
Client Advisor Intern
Royal Bank of Canada
Woodstock, ON
- Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 1 day ago
RB
Branch Manager, Dundas & Parliament Branch
Royal Bank of Canada
Toronto, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 1 day ago
B
Associate, Commercial Banking (Real Estate Finance)
BMO
Montreal, QC · DEMA
- Full-time
Leads proposal development and delivers presentations to capture new business and expand client relationships.
Added 1 day ago
B
Credit Analyst, Commercial Banking ( Real Estate Finance)
BMO
Montreal, QC · DEMA
- Full-time
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.

CI Financial

Senior Business Development Manager

Halifax, NS, Canada
CDA NS Halifax, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: Minimum 2 years of experience in the investment or wealth management industry.
Posting language: English
Posted: Oct 16, 2026

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.

The Senior Business Development Manager is a business development and advisor support role within Assante Wealth Management, reporting to the VP, Head of Assante Sales. Based in Halifax, this role supports Assante advisors and their teams across Atlantic Canada.

The position is well suited to an experienced inside sales and/or internal wholesaling professional from the asset management or mutual fund industry who is looking to broaden their impact, deepen advisor relationships, and gain exposure to regional sales leadership. While the title reflects a leadership development path, the role is hands on and execution focused, emphasizing advisor engagement, sales support, and follow through.

What You Will Do

Advisor Relationship Support

Build and maintain strong relationships with Assante advisors and their teams across Atlantic Canada.
Engage advisors through regular phone, virtual, and targeted in‑person meetings to support their business objectives.
Provide timely follow‑up and ongoing support related to advisor inquiries, initiatives, and growth opportunities.
Act as a trusted, responsive point of contact connecting advisors with CI and Assante resources.

Sales and Business Development

Support regional sales strategies and business development initiatives in partnership with senior sales leadership.
Assist with identifying growth opportunities, tracking sales activity, and advancing advisor‑specific initiatives.
Partner with the VP, Head of Assante Sales on account planning, advisor segmentation, and regional priorities.
Support onboarding and transition of new advisors and teams to ensure a positive and well‑coordinated experience.

Product Knowledge and Value Add

Leverage a strong understanding of investment products including mutual funds, managed solutions, ETFs, and portfolio construction concepts.
Provide clear, professional product support aligned with advisor and client needs.
Stay current on market developments, product updates, and CI investment insights.
Reinforce advisor‑centric and regulatory‑aligned sales practices consistent with CI standards.

Collaboration and Regional Support

Work collaboratively with internal wholesale, marketing, operations, and product teams.
Assist with the planning and execution of regional meetings, educational sessions, and advisor events.
Share advisor feedback and insights with sales leadership to support continuous improvement.

What You Will Bring

Minimum 2 years of experience in the investment or wealth management industry.
Experience in as a financial advisor, inside sales, or business development roles strongly preferred.
Solid understanding of advisor distribution, sales support models, and investment solutions.
Proven ability to manage multiple relationships while maintaining a high level of organization and follow‑through.
Canadian Securities Course (CSC) required; CIM, CFA, or other industry designations considered an asset.
Experience with CRM systems and sales activity tracking tools preferred.

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station
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.

Apply About employer

More about this job

Responsibilities

Build and maintain relationships with Assante advisors across Atlantic Canada, providing responsive sales support, product guidance, and follow-through on advisor needs. Support regional business development through account planning, sales tracking, advisor onboarding, events, and collaboration with internal teams.

Requirements

Requires at least two years of experience in investment or wealth management, with financial advising, inside sales, or business development experience strongly preferred. Candidates need a solid understanding of advisor distribution and investment solutions, strong relationship and organizational skills, and the Canadian Securities Course; additional designations and CRM experience are assets.

Skills

Advisor Relationship Management
Business Development
Inside Sales
Investment Product Knowledge
Sales Support
Account Planning
Advisor Segmentation
Sales Activity Tracking
CRM Systems
Relationship Management
Organization
Follow-Through
Regional Sales Strategy
Advisor Onboarding
Cross-Functional Collaboration
Regulatory-Aligned Sales Practices

Benefits

Competitive Benefits
Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Time Off for Volunteering

Visa sponsorship

Not detected in the job text

Keywords

Assante Wealth Management
CI Financial
Advisor Distribution
Mutual Funds
Managed Solutions
Exchange-Traded Funds
Portfolio Construction
Canadian Securities Course
CIM
CFA
CRM Systems
Sales Activity Tracking
Inside Sales
Internal Wholesaling
Business Development
Account Planning
Advisor Segmentation
Investment Products
Regional Sales Strategy
Advisor Onboarding
Advisor Events
Regulatory-Aligned Sales Practices
Market Developments
Investment Insights
Sales Support

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