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The Business Development Manager role at CI Financial is a key position that involves sales, asset retention, and brand promotion of all CI Global Asset Management investment products. As a sales consultant to the specified territory, this individual will work in partnership with District Vice Presidents to educate, train, and motivate financial advisers and professionals.
Key responsibilities include performing proactive call and sales campaigns, generating referrals for District Vice Presidents, managing client relationships, responding to inquiries, and assisting in administrative functions. The ideal candidate should have minimum 2 years of experience in a sales capacity within the financial services industry, a university degree in Business Administration, and the Canadian Securities Course designation.
This role requires excellent communication and interpersonal skills, strong time management and organizational abilities, and resourcefulness in providing effective solutions for clients. Additionally, the ability to work in a hybrid environment and adapt to changing circumstances is essential.
Candidates who thrive at CI Financial are those who demonstrate ambition, a willingness to learn continuously, and a commitment to delivering high-quality results. If you are passionate about sales and customer service, have experience in the financial industry, and are looking for a challenging role that offers opportunities for growth, we encourage you to apply.