Senior Advisor Business Development Manager

Build advisor relationships and regional sales support with CI Financial in Halifax, working onsite four days weekly across Atlantic Canada.The Senior Business Development Manager supports Assante advisors and teams while reporting to the VP, Head of Assante Sales. This hands-on role suits experienced investment or wealth management professionals with inside sales, internal wholesaling, and investment solutions knowledge. Its focus includes advisor engagement, business development, and execution.Key Responsibilities:
Build relationships with Assante advisors across Atlantic CanadaConduct phone, virtual, and targeted in-person advisor meetingsTrack sales activity and identify growth opportunitiesSupport onboarding and transitions for new advisorsCoordinate with wholesale, marketing, operations, and product teamsRequirements:
Minimum two years in investment or wealth managementExperience in financial advising, inside sales, or business developmentUnderstanding of advisor distribution and investment solutionsOrganization managing multiple relationships and follow-throughCanadian Securities Course required;
CIM or CFA considered assetSupport Assante advisors through business development, investment product knowledge, and responsive regional sales execution at CI Financial.
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