Drive financial product sales and asset retention as a Business Development Manager at CI, working onsite four days weekly. Build advisor engagement through consultative communication.

As a Business Development Manager, you will promote CI Global Asset Management investment products across your territory. Partnering with the District Vice President, you will educate, train, and motivate financial advisers and specialists. Your work will increase market share, develop leads, and strengthen client relationships through sales campaigns and account management.

Key Responsibilities:
Promote CI GAM products through proactive sales campaigns
Generate referrals and high-quality leads for the DVP
Manage established client accounts and service inquiries
Explain investment strategies, philosophies,



processes, and industry trends
Report territorial sales and assets with the DVP

Requirements:
Minimum two years’ financial services sales experience
University degree in Business Administration
Financial services designation such as CSC, CFP, CIM, CFA, or CAIA
Advanced Microsoft Word, Excel, and PowerPoint expertise
Solid communication, organization, and client relationship skills

Use financial services sales, relationship management, and investment product knowledge to grow CI GAM territory performance.
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📌 Financial Services Business Development Manager Calgary
🏢 CI Financial
📍 Calgary