At a Glance
- Tasks: Build impactful relationships with Assante advisors and support their growth initiatives.
- Company: Join CI, a leader in wealth management, fostering collaboration and innovation.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Dynamic role with a focus on advisor engagement across Atlantic Canada.
- Why this job: Elevate your impact in the wealth management sector while working with top advisors.
- Qualifications: 2+ years in investment or wealth management; strong organizational and relationship management skills.
The predicted salary is between 72000 - 88000 $ per year.
Drive impactful advisor relationships with CI as a Business Development Manager in Halifax. This role focuses on sales support and advisor engagement across Atlantic Canada. As a Senior Business Development Manager at CI, you will report directly to the VP, Head of Assante Sales. Your key responsibilities will include developing and maintaining strong relationships with Assante advisors, supporting growth initiatives, and enhancing regional sales strategies. This role is ideal for those with a background in inside sales or internal wholesaling, looking to elevate their impact in the wealth management sector.
Key Responsibilities:
- Build strong relationships with Assante advisors across Atlantic Canada
- Engage in regular meetings to support advisors' business objectives
- Provide timely follow-up on advisor inquiries and initiatives
- Support regional sales strategies and help identify growth opportunities
- Collaborate with internal teams for cohesive advisor engagement
Requirements:
- Minimum 2 years in investment or wealth management
- Experience in financial advising or business development preferred
- Strong organizational skills and multiple relationship management
- Canadian Securities Course required; CIM or CFA is a plus
- Familiarity with CRM systems is advantageous
Leverage your sales support expertise and advisor relationships to thrive at CI in Halifax.
Business Development Manager – Halifax employer: CI Investments Inc.
CI Financial is an exceptional employer that fosters a supportive and inclusive work environment, empowering employees to take ownership of meaningful projects while promoting personal and professional growth. With competitive benefits, including health insurance, wellness programs, and a modern HQ location near Union Station, employees are encouraged to thrive in a collaborative atmosphere. The company values ambition and continuous learning, making it an ideal place for those looking to excel in the investment fund industry.
