Elevate your career as a Business Development Manager at CI Financial, focusing on asset retention and brand promotion. Engage with financial professionals while working in a collaborative in-office environment.
In this role, you will leverage your sales experience to drive CI Global Asset Management products within your territory. Your responsibilities include training financial advisers, managing client relationships, and generating high-quality leads for the District Vice President. Strong time management and excellent communication skills are essential as you work towards expanding CI GAM's market presence.
Key Responsibilities:
• Conduct proactive sales calls and campaigns to promote products
• Manage accounts and provide customer service for clients




• Educate financial advisers on investment strategies
• Develop and deliver impactful sales presentations
• Collaborate with DVPs for asset reporting
Requirements:
• 2+ years in a financial sales role
• Degree in Business Administration
• Relevant financial designations are an asset
• Proficient in MS Office Suite
• Strong interpersonal and organization skills
Bring your sales expertise and cutting-edge mindset to CI Financial, fostering valuable partnerships in the wealth management sector.
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📌 Business Development Manager at CI Financial (Fredericton)
🏢 CI Investments
📍 Fredericton