CI Financial

Business Development Manager

CI Financial$80K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 2 years of sales experience in the financial services industry
  • University degree in Business Administration
  • Possession of financial designations such as CSC, CFP, CIM, CFA, or CAIA
  • Familiarity with securities and mutual fund products
  • Advanced proficiency in MS Office applications (Word, Excel, PowerPoint)
  • Excellent communication and interpersonal skills for client relationship management
  • Strong organizational and time management skills

Responsibilities

  • Conduct proactive sales calls and campaigns to promote CI GAM offerings
  • Generate referrals for the District Vice President (DVP)
  • Manage accounts and provide customer service for established clients
  • Respond to client inquiries regarding products and industry trends
  • Develop sales campaigns and assist in sales presentations
  • Address due diligence questionnaire requests
  • Collaborate on territorial sales and asset reporting with DVPs
  • Gather client and competitor information from various sources

Benefits

  • Modern headquarters location near Union Station
  • Training reimbursement for professional development
  • Coverage for paid professional designations
  • Employee Savings Plan (ESP) for future financial growth
  • Access to corporate discount programs
  • Enhanced group benefits package
  • Parental leave top-up for new parents
  • Paid time off for volunteering activities
Full Job Description
Business Development Manager (BDM) is responsible sales and asset retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with a District Vice President, 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 DVP • 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 in Business Administration • 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 WORKING CONDITIONS: • Routine office environment. • May require attending marketing functions and activities which extend beyond normal office hours. 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 

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
NASDAQ

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