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 chance 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, the BDM serves as a sales consultant to the 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 DOPerform pro-active call and sales campaigns to promote CI GAM product offerings to existing and potential clientsGenerate referrals for your DVPPerform account management and customer service duties for established clientsRespond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trendsDevelop sales campaigns and materials and assist in delivery of sales presentationsAssist in responding to due diligence questionnairesPerform (monthly, quarterly, etc.)



territorial sales and asset reporting in collaboration with DVPCollect client and competitor informationWork closely with and support efforts of other team membersAssist in administrative functions as requiredWHAT YOU WILL BRINGMinimum 2 years financial services industry experience in a sales capacityUniversity degree in Business AdministrationFinancial services designations (e.g. CSC, CFP, CIM, CFA, CAIA).
Securities, mutual fund products, and investment industryAdvance expertise in MS Office (Word, Excel, PowerPoint)Excellent communication and interpersonal skills in managing relationships with clientsStrong time management and organization skills with the ability to meet deadlinesResourcefulness and creative problem solving skills to provide effective solutions for clientsWORKING

CONDITIONS:
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.
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 rapid-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 SuccessWe 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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe 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.
Only qualified candidates selected for an interview will be contacted. 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 [email protected], or call (phone hidden) ext. 4747.

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