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.

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 advantages
- 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.

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 , or call ext. 4747.

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📌 Business Development Manager (Calgary)
🏢 CI Financial
📍 Calgary