Location: Halifax, NS
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
- 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.
Job description provided by CI Financial.
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