31 Oct
|
CI Financial
|
Fort St. John
31 Oct
CI Financial
Fort St. John
Chez CI, nous considérons qu'un excellent lieu de travail est un endroit sécuritaire où chacun peut s'exprimer, où les employés ont la possibilité de s'investir dans un travail valorisant, où ils ont l'occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts. Business Development Manager (BDM) is responsible for sales, 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 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 DVP Assist in administrative functions as required Minimum 2 years financial services industry experience in a sales capacity University degree in Business Administration 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 Routine office environment. May require attending marketing functions and activities which extend beyond normal office hours. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of advantages to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d'actifs à l'échelle mondiale par le biais de diverses sociétés de services financiers. Nous sommes animés par la volonté d'offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité.
Nous offrons
un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s'épanouir tant sur le plan personnel que professionnel. Siège social moderne situé à distance de marche d'Union Station Remboursement de la formation Avantages sociaux collectifs améliorés Programme de complément de congé parental CI s'engage à prendre en compte les besoins d'accommodement pour les personnes handicapées.
📌 Service Sales BDM (Fort St. John)
🏢 CI Financial
📍 Fort St. John