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.

The Senior Business Development

Manager is a business development and advisor support role within Assante Wealth Management, reporting to the VP, Head of Assante Sales. Based in Halifax, this role supports Assante advisors and their teams across Atlantic Canada. The position is well suited to an experienced inside sales and/or internal wholesaling skilled from the asset management or mutual fund industry who is looking to broaden their impact, deepen advisor relationships, and gain exposure to regional sales leadership.

While the title reflects a leadership development path, the role is hands on and execution focused, emphasizing advisor engagement, sales support, and follow through. 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.

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 fast-paced environment that will stretch them to tap into their highest potential. Engage advisors through regular phone, virtual, and targeted in-person meetings to support their business objectives.

Sales and Business Development Support regional sales strategies and business development initiatives in partnership with senior sales leadership.



Assist with identifying growth opportunities, tracking sales activity, and advancing advisor-specific initiatives. Partner with the VP, Head of Assante Sales on account planning, advisor segmentation, and regional priorities.

Leverage a strong understanding of investment products including mutual funds, managed solutions, ETFs, and portfolio construction concepts. Stay current on market developments, product updates, and CI investment insights. Reinforce advisor-centric and regulatory-aligned sales practices consistent with CI standards.

Work collaboratively with internal wholesale, marketing, operations, and product teams. Assist with the planning and execution of regional meetings, educational sessions, and advisor events. Share advisor feedback and insights with sales leadership to support continuous improvement. in the investment or wealth management industry. inside sales, or business development roles Solid understanding of advisor distribution, sales support models, and investment solutions.

Proven ability to manage multiple relationships while maintaining a high level of organization and follow-through. CIM, CFA, or other industry designations considered an asset.

Experience with CRM systems and sales activity tracking tools preferred. 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. Training Reimbursement Corporate Discount Program Parental Leave Top-up program 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.

📌 Remote Senior Business Development Manager (Winnipeg)
🏢 CI Financial
📍 Winnipeg