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Added 9 mins ago
SL
VP, Business Group Chief Information Security Officer, SLAM
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
The Vice-President, Business Group Information Security Officer serves as the senior security executive and trusted advisor to the Business Group President and leadership team. The role is…
Added 9 mins ago
SL
VP, Business Group Chief Information Security Officer, Canada
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
The Vice-President, Business Group Information Security Officer serves as the senior security executive and trusted advisor to the Business Group President and leadership team. The role is…
Added 9 mins ago
AF
Financial Controller
Association for New Canadians
St. John's, NL
- Full-time
Reporting to the Senior Director of Finance, HR & IT, the Financial Controller will play a key role in supporting ANC’s financial operations, reporting, budgeting, internal controls,…
Added 9 mins ago
C
Senior Full Stack Java Developer
Citi
Mississauga, ON
- Full-time
Conduct tasks related to feasibility studies, time and cost estimates, IT planning, risk technology, applications development, model development, and establish and implement new or revised…
Added 9 mins ago
C
Senior Geotechnical Engineer - BC
Clifton
Burnaby, BC
- Full-time
Clifton is currently searching for a Senior Geotechnical Engineer to join our Earth Sciences practice team in British Columbia. Residency in British Columbia is required for this position,…
Added 9 mins ago
M
Operating Model and Service Transition Analyst, Contact Centre
Miratech
Toronto, ON
- Full-time
Miratech helps visionaries change the world. We are a global IT services and consulting company that brings together enterprise and start-up innovation. Today, we support digital…
Added 9 mins ago
M
Senior Product Manager, Cross Platform Experience
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Lead the development and optimization of shared services, configurable capabilities, and standardized integration patterns.
Added 9 mins ago
WO
Finance Clerk - Accounts Receivable
William Osler Health System
Brampton, ON
- Contract
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
Added 9 mins ago
WO
Registered Nurse - Coronary Critical Care
William Osler Health System
Brampton, ON
- Part-time
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
Added 9 mins ago
WO
Nurse Practitioner - Stroke Program
William Osler Health System
Brampton, ON
- Full-time
A hospital system built for and by the community, we continue to expand our services to meet the needs of a growing population, creating opportunities for increased hands-on skills…
Added 9 mins ago
UH
Administrative Assistant III
University Health Network
Toronto, ON
- Contract
Serve as the first point of contact for visitors and guests, providing professional front-desk reception services and responding to inquiries in a courteous and customer-focused manner.
Added 20 mins ago
LH
Director, HR Transformation, Systems and Analytics
Lifemark Health Group
Toronto, ON
- $120,000 to $145,000 CAD / year
- Full-time
Oversee the development and implementation of standardized processes, operating procedures, governance frameworks, controls, and accountability structures.
Added 20 mins ago
KR
Senior Accountant
Kassen Recruitment
Toronto, ON
- $90,000 to $100,000 CAD / year
- Full-time
A growing finance and accounting services organization is seeking a Senior Accountant to support a diverse portfolio of clients. This opportunity is ideal for an accounting professional who…
Added 20 mins ago
D
Product Owner
Dexian
Toronto, ON · Greater Toronto Area, Canada
- Contract
Responsible for ensuring that a development team (pod) is creating value for the organization through the delivery of customer-focused product increments. This entails aligning with other…
Added 20 mins ago
B
Lead OR Principal Product Manager
Boeing
Richmond, BC
- Full-time
Utilize data tools to analyze and gain insights into how our products and services are used.
Added 20 mins ago
TH
Senior Integration Developer
Trillium Health Partners
Mississauga, ON
- $57.5 to $71.87 CAD / hour
- Full-time
Reporting to the Manager, Systems Development & Integration, the Senior Integration Developer is part of the DevOps team designing, developing and supporting healthcare systems integration…
Added 20 mins ago
LK
Interim Vice President, Human Resources
LHH Knightsbridge
Brampton, ON
- Contract
· Provide senior leadership through the organization's emerging labour relations environment, including preparation for its first collective bargaining agreement and development of an…
Added 20 mins ago
W
Senior Group People Director - Major Projects and Programs
Worley
AB · Edmonton, AB
- Full-time
Shape leadership and talent strategies, including executive and senior leadership succession, talent reviews, leadership assessment, development, mobility and hiring actions.
Added 20 mins ago
CO
Senior Buyer
City of Brampton
Brampton, ON
- Full-time
Reports to Supervisor, Purchasing. Provides guidance to clerical staff. Leads procurement process for goods and services from requirements definition and overall procurement strategy…
Added 20 mins ago
UO
Senior Job and Organizational Design Specialist
University of Alberta
AB · Edmonton, AB
- Full-time
Reporting to the Director, Total Rewards, the Senior Job and Organizational Design Specialist will play a crucial role in the design, implementation and management of organizational design…
Added 22 mins ago
H
Physical Therapist Degree Senior
HealthCareersInSask.ca
Rosetown, SK
- Part-time
Job Description: The Physical Therapist – Degree – Senior provides leadership to the activities of the clinical service area of specialization within the physiotherapy service to ensure…
Added 22 mins ago
GS
Business Development Manager
Grantek Systems Integration
Burlington, ON
- Full-time
…off their careers at Grantek and have grown into successful senior team members who are integral to our client's manufacturing…
Added 22 mins ago
Manager Program Services - Arts
Capital Regional District
Victoria, BC
Provides leadership, strategic direction, and operational oversight for arts programs that advance community cultural development and support a vibrant, inclusive arts sector. The position…
Added 22 mins ago
Senior Manager, Inbound Fraud
Scotiabank
Toronto, ON · Scarborough, ON
Senior Manager, Inbound Fraud | Client Experience Centre | Scarborough, ON
Added 22 mins ago
Senior Client Relationship Manager, Commercial Agriculture Banking - Winnpeg
Scotiabank
Winnipeg, MB
…agriculture sector? Join our Agriculture Banking team as a Senior Client Relationship Manager (SCRM) and play a key role in helping agricultural businesses achieve their…

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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