Build advisor relationships and regional sales support with CI Financial in Halifax, working onsite four days weekly across Atlantic Canada.
The Senior Business Development Manager supports Assante advisors and teams while reporting to the VP, Head of Assante Sales. This hands-on role suits experienced investment or wealth management professionals with inside sales, internal wholesaling, and investment solutions knowledge. Its focus includes advisor engagement, business development, and execution.
Key Responsibilities: Build relationships with Assante advisors across Atlantic Canada
Conduct phone, virtual, and targeted in-person advisor meetings
Track sales activity and identify growth opportunities
Support onboarding and transitions for current advisors
Coordinate with wholesale,



marketing, operations, and product teams
Requirements: Minimum two years in investment or wealth management
Experience in financial advising, inside sales, or business development
Understanding of advisor distribution and investment solutions
Organization managing multiple relationships and follow-through
Canadian Securities Course required; CIM or CFA considered asset
Support Assante advisors through business development, investment product knowledge, and responsive regional sales execution at CI Financial.

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📌 Senior Advisor Business Development Manager (Nova Scotia)
🏢 CI Financial
📍 Nova Scotia