21 Oct
|
CI Investments
|
Halifax Regional Municipality
21 Oct
CI Investments
Halifax Regional Municipality
Drive impactful advisor relationships with CI as a Business Development Manager in Halifax. This role focuses on sales support and advisor engagement across Atlantic Canada.
As a Senior Business Development Manager at CI, you will report directly to the VP, Head of Assante Sales. Your key responsibilities will include developing and maintaining robust relationships with Assante advisors, supporting growth initiatives, and enhancing regional sales strategies.
This role is ideal for those with a background in inside sales or internal wholesaling, looking to elevate their impact in the wealth management sector.
Key Responsibilities:
Build robust relationships with Assante advisors across Atlantic Canada
Engage in regular meetings to support advisors' business objectives
Provide timely follow-up on advisor inquiries and initiatives
Support regional sales strategies and help identify growth opportunities
Collaborate with internal teams for cohesive advisor engagement
Requirements:
Minimum 2 years in investment or wealth management
Experience in financial advising or business development preferred
Solid organizational skills and multiple relationship management
Canadian Securities Course required; CIM or CFA is a plus
Familiarity with CRM systems is advantageous
Leverage your sales support expertise and advisor relationships to thrive at CI in Halifax.
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📌 Business Development Manager Halifax Halifax Regional Municipality
🏢 CI Investments
📍 Halifax Regional Municipality