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. 

The Senior Business Development Manager is a business development and advisor support role within Assante Wealth Management, reporting to the VP, Head of Assante Sales. Based in Halifax, this role supports Assante advisors and their teams across Atlantic Canada.

The position is well suited to an experienced inside sales and/or internal wholesaling professional from the asset management or mutual fund industry who is looking to broaden their impact, deepen advisor relationships, and gain exposure to regional sales leadership. While the title reflects a leadership development path, the role is hands on and execution focused, emphasizing advisor engagement, sales support, and follow through.

What You Will Do

Advisor Relationship Support

• Build and maintain strong relationships with Assante advisors and their teams across Atlantic Canada.
• Engage advisors through regular phone, virtual, and targeted in‑person meetings to support their business objectives.
• Provide timely follow‑up and ongoing support related to advisor inquiries, initiatives, and growth opportunities.
• Act as a trusted, responsive point of contact connecting advisors with CI and Assante resources.

Sales and Business Development

• Support regional sales strategies and business development initiatives in partnership with senior sales leadership.
• Assist with identifying growth opportunities, tracking sales activity, and advancing advisor‑specific initiatives.
• Partner with the VP, Head of Assante Sales on account planning, advisor segmentation, and regional priorities.
• Support onboarding and transition of new advisors and teams to ensure a positive and well‑coordinated experience.

Product Knowledge and Value Add

• Leverage a strong understanding of investment products including mutual funds, managed solutions, ETFs, and portfolio construction concepts.
• Provide clear, professional product support aligned with advisor and client needs.
• Stay current on market developments, product updates, and CI investment insights.
• Reinforce advisor‑centric and regulatory‑aligned sales practices consistent with CI standards.

Collaboration and Regional Support

• Work collaboratively with internal wholesale, marketing, operations, and product teams.
• Assist with the planning and execution of regional meetings, educational sessions, and advisor events.
• Share advisor feedback and insights with sales leadership to support continuous improvement.

What You Will Bring

• Minimum 2 years of experience in the investment or wealth management industry.
• Experience in as a financial advisor, inside sales, or business development roles strongly preferred.
• Solid understanding of advisor distribution, sales support models, and investment solutions.
• Proven ability to manage multiple relationships while maintaining a high level of organization and follow‑through.
• Canadian Securities Course (CSC) required; CIM, CFA, or other industry designations considered an asset.
• Experience with CRM systems and sales activity tracking tools preferred.

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.