Business Development Manager
CI FinancialCalgary, Alberta, Canada
Posted March 17, 2026
Full Time
About the Company
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
Job Description
We're seeking a Business Development Manager to promote CI Global Asset Management investment products, educate and train financial advisers, and increase market share in a specified territory. The role involves sales and asset retention, brand promotion, and customer service duties.
Requirements
- Minimum 2 years financial services industry experience in a sales capacity
- University degree
- Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA)
- Securities, mutual fund products, and investment industry expertise
- Advance expertise in MS Office (Word, Excel, PowerPoint)
- Excellent communication and interpersonal skills
- Strong time management and organization skills
- Resourcefulness and creative problem solving skills
Benefits
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Topâup program
- Paid time off for Volunteering
