Build advisor relationships and regional sales support with CI Financial in Halifax, working onsite four days weekly across Atlantic Canada. The Senior Business Development Manager supports Assante advisors and teams while reporting to the VP, Head of Assante Sales. This hands-on role suits experienced investment or wealth management professionals with inside sales, internal wholesaling, and investment solutions knowledge. Its focus includes advisor engagement, business development, and execution. Key Responsibilities:
Build relationships with Assante advisors across Atlantic Canada Conduct phone, virtual, and targeted in-person advisor meetings Track sales activity and identify growth opportunities Support onboarding and transitions for new advisors Coordinate with wholesale, marketing, operations, and product teams Requirements:
Minimum two years in investment or wealth management Experience in financial advising, inside sales, or business development Understanding of advisor distribution and investment solutions Organization managing multiple relationships and follow-through Canadian Securities Course required; CIM or CFA considered asset Support Assante advisors through business development, investment product knowledge, and responsive regional sales execution at CI Financial.
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Senior Advisor Business Development Manager in Halifax employer: CI Financial
CI Financial is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. With a strong commitment to employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring that our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly impact the success of our M&A operations and integrations.
