CI Financial Corp.
The Senior Business Development Manager supports Assante advisors and their teams across Atlantic Canada, focusing on advisor engagement, sales support, and business development initiatives. This hands-on role involves building strong advisor relationships, providing product knowledge, and collaborating with internal teams to drive regional sales strategies. The position requires a minimum of 2 years of experience in the investment or wealth management industry, with a Canadian Securities Course (CSC) required.
CI Financial is a global wealth management and asset management firm that provides advisory services and investment management for individuals and institutions. Since 1965, the company has focused on anticipating and responding to the evolving needs of investors. It operates across multiple brands and platforms to deliver diversified investment solutions, portfolio management, and financial guidance. With a global reach and a client-centric approach, CI Financial aims to help investors manage and grow their assets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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