Director of Business Development

On Site Full TimeMontreal, Quebec, CanadaCI Financial

Role Overview

The Director of Business Development is responsible for sales and retention of assets, promoting the brand of all investment products of Global Asset Management (GMA) CI, and educating, training, and motivating financial advisors and finance professionals to promote stronger partnerships and relationships.

What You Will Do

Perform proactive sales and marketing campaigns, generate recommendations, perform account management and customer service tasks, respond to client inquiries, develop sales campaigns and marketing materials, and participate in sales presentations.

Why It Might Be a Fit

The incumbent will work closely with other team members, support their efforts, and participate in administrative functions as needed.

Requirements

  • Good mastery of English, both spoken and written
  • At least two years of experience in the financial services sector in a commercial function
  • Bachelor’s degree in Business Administration
  • Professional designations in financial services (e.g., CSC, CFP, CIM, CFA, CAIA)
  • Securities, mutual funds, and investment sector
  • Advanced expertise with Microsoft Office (Word, Excel, PowerPoint)
  • Excellent communication and interpersonal skills in managing client relationships
  • Strong time management and organizational skills, and ability to meet deadlines
  • Creative problem-solving skills to offer effective solutions to clients

Benefits

  • Dental insurance
  • Vision insurance
  • Full-time office presence required

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To apply for this job please visit ci.wd3.myworkdayjobs.com.


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