Senior Business Development Manager

Role overview

Advisor relationship support

• Build and maintain relationships with Assante advisors and their teams across Atlantic Canada.
• Engage advisors through regular phone, virtual, and targeted in-person meetings.
• Provide timely follow-up and support for advisor inquiries, initiatives, and growth opportunities.
• Connect advisors with CI and Assante resources as a trusted, responsive point of contact.

Sales and business development

• Support regional sales strategies and business development initiatives with senior sales leadership.
• Identify growth opportunities, track sales activity, and advance advisor-specific initiatives.
• Partner with the VP, Head of Assante Sales on account planning, advisor segmentation, and regional priorities.
• Support onboarding and transitions of new advisors and teams.

Product and regional support

• Provide support on mutual funds, managed solutions, ETFs, and portfolio construction concepts, aligned with advisor and client needs.
• Stay current on market developments, product updates, and CI investment insights.
• Reinforce advisor-centric sales practices aligned with regulatory requirements and CI standards.
• Collaborate with wholesale, marketing, operations, and product teams; help plan regional meetings, educational sessions, and advisor events.
• Share advisor feedback and insights with sales leadership to support continuous improvement.

Qualifications

• At least 2 years of experience in the investment or wealth management industry.
• Experience as a financial advisor, in inside sales, or in business development is strongly preferred.
• Solid understanding of advisor distribution, sales support models, and investment solutions.
• Ability to manage multiple relationships with strong organization and follow-through.
• Canadian Securities Course (CSC) is required.
• CIM, CFA, or other industry designations are considered an asset.
• Experience with CRM systems and sales activity tracking tools is preferred.

Workplace

• The role follows an in-office work model and requires employees to be onsite four days per week.

Benefits

• Benefits include training reimbursement, paid professional designations, an employee savings plan, corporate discounts, enhanced group benefits, parental leave top-up, and paid volunteering time.