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.

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 the District Vice President’s, 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. Perform pro-active call and sales campaigns to promote CI GAM product offerings to existing and potential clients.

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. territorial sales and asset reporting in collaboration with DVPs.

Assist in administrative functions as required. Minimum 2 years financial services industry experience in a sales capacity. University degree in Business Administration. Financial services designations an asset (e.g.

CSC, CFP, CIM, CFA, CAIA). 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. In office position Monday to Thursday, WFH Friday. Routine office environment. May require attending marketing functions and activities which extend beyond normal office hours.

This role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs. In addition to base salary, this position is eligible for participation in a sales incentive plan program. health insurance coverage life and disability insurance retirement savings plans paid holidays and vacation time CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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 quick-paced environment that will stretch them to tap into their highest potential. 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. Training Reimbursement Corporate Discount Program Parental Leave We are focused on building a diverse and inclusive workforce. 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.CI Financial is an independent company offering global wealth management and asset management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. #

📌 Service Sales BDM (Fredericton)
🏢 CI Investments
📍 Fredericton