Posted 15 days ago
Business Development Manager
@ CI Investments Inc.
Calgary, Alberta
Overview
CI Investments Inc. is hiring a full-time Business Development Manager to drive sales, asset retention and brand promotion of its global asset management products across a territory. The role works with financial advisers, runs sales campaigns, and reports on territorial sales, with travel to clients occasionally. The position follows an in-office model requiring four onsite days per week.
Responsibilities:
- Run proactive sales and call campaigns for CI GAM products
- Generate referrals for the District Vice President
- Manage accounts and service established clients
- Educate and motivate financial advisers
- Produce territorial sales and asset reports
Requirements summary:
- Minimum 2 years sales experience in financial services
- University degree in Business Administration
- Financial services designations such as CSC, CFP, CIM, CFA, CAIA
- Knowledge of securities and mutual fund products
- Advanced MS Office skills
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-10-22
- First seen by our source
- 2026-10-23
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Schedule | day, evening |
| Travel | ground: moderate |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required) |
| Fields of study | Business Administration |
| Perks mentioned | Generous paid time off, Generous parental leave, Employee discount, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
CI Investments Inc.
| Field | Value |
|---|---|
| Open jobs on Jobsy | 85 |
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
Business Development Manager (BDM) is responsible sales and asset retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with the District Vice President, the BDM serves as a sales consultant to the territory.BDM’s will educate, train and motivate financial advisers and financial professionals to foster partnerships and stronger relationships, to increase CI GAM market share in the territory and develop high quality leads for DVP. The BDM will be located in their respective regional offices working as highly motivated sales professionals driving significant engagement with advisors remotely. The role will occasionally require travel to clients and client events within the territory as determined by business case and DVP, subject to RVP approval.
WHAT YOU WILL DO
- Perform pro-active call and sales campaigns to promote CI GAM product offerings to existing and potential clients
- Generate referrals for your DVP
- 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 DVP
- Collect client and competitor information
- 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 (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:
- 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.
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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