Opportunity Description
Drive growth at CI Financial as an Associate Vice-President of Business Development, located in Dorval, QC. This full-time position emphasizes advisor support and asset management strategies.
As the ARVP, you will be responsible for nurturing the AWM advisory network and expanding market share through proactive engagement. Your role includes delivering practice management education, responding to advisor needs, and strategically growing relationships. The position involves travel within the sub-region to execute business development initiatives effectively.
Key Responsibilities:
• Collaborate with advisors to boost business growth
• Conduct proactive outbound service and sales calls
• Cultivate relationships with potential advisors
• Manage and respond to advisor inquiries
• Ensure tracking of engagements through Salesforce/Navigator
Requirements:
• Minimum 3 years’ experience in the financial sector
• Deep knowledge of wealth management programs
• Stro...
As the ARVP, you will be responsible for nurturing the AWM advisory network and expanding market share through proactive engagement. Your role includes delivering practice management education, responding to advisor needs, and strategically growing relationships. The position involves travel within the sub-region to execute business development initiatives effectively.
Key Responsibilities:
• Collaborate with advisors to boost business growth
• Conduct proactive outbound service and sales calls
• Cultivate relationships with potential advisors
• Manage and respond to advisor inquiries
• Ensure tracking of engagements through Salesforce/Navigator
Requirements:
• Minimum 3 years’ experience in the financial sector
• Deep knowledge of wealth management programs
• Stro...
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