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Business Development Manager

CI Financial
Toronto, CAN
Full-time
Manager · 2+ years experience
Onsite
Discovered 1 weeks ago

Full Job Posting

WHAT YOU WILL DO

  • Perform pro-active call and sales campaigns to promote CI GAM product offerings to existing and potential clients.
  • Generating referrals for your respective DVPs.
  • Perform account management and customer service duties for established clients.
  • Respond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trends.
  • Develop sales campaigns and materials and assist in delivery of sales presentations.
  • Assist in responding to due diligence questionnaires.
  • Perform (monthly, quarterly, etc.) territorial sales and asset reporting in collaboration with DVPs.
  • Collect client and competitor information from Internet and other sources.
  • Work closely with and support efforts of other team members.
  • Assist in administrative functions as required.
  • WHAT YOU WILL BRING
  • Minimum 2 years financial services industry experience in a sales capacity.
  • University degree in Business Administration.
  • Financial services designations an asset (e.g. CSC, CFP, CIM, CFA, CAIA).
  • Securities, mutual fund products, and investment industry.
  • Advance expertise in MS Office (Word, Excel, PowerPoint).
  • Excellent communication and interpersonal skills in managing relationships with clients.
  • Strong time management and organization skills with the ability to meet deadlines.
  • Resourcefulness and creative problem solving skills to provide effective solutions for clients.
  • WORKING CONDITIONS:
  • In office position Monday to Thursday, WFH Friday.
  • Routine office environment.
  • May require attending marketing functions and activities which extend beyond normal office hours.
  • This role follows our in‐office work model and requires employees to be onsite four days per week to support collaboration and business needs.
  • This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $57,000 to $65,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a sales incentive plan program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
  • CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. 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. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
  • A Supportive Environment for Success
  • We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

  • Modern HQ location within walking distance from Union Station
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top–up program
  • Paid time off for Volunteering
  • We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
  • Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. 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 [email protected], or call 416-364-1145 ext. 4747.

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