Bilingual Business Development Associate

Beutel, Goodman & Company Ltd.; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

Beutel, Goodman & Company Ltd. is seeking a Bilingual Business Development Associate to join their Managed Assets team. The successful candidate will engage clients, respond to inquiries in both English and French, and support business development initiatives for investment strategies. Ideal for individuals with strong customer service skills and an interest in asset management, this full-time role emphasizes collaboration within a goal-oriented environment.

Qualifications

• Experience in asset management and client-facing roles.
• Strong knowledge of the mutual fund industry.
• Proficient in both English and French.

Responsibilities

• Engage clients over the phone and virtually regarding investment strategies.
• Respond to client requests and maintain accurate records in CRM.
• Support Regional Sales Directors with research and analytics.

Skills

Customer Service

Communication

Sales Acumen

Data Management

Education

Completion of CSC or CIM

Enrollment in CFA, CFP, or MBA program

Tools

CRM Software

Microsoft Outlook

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Bilingual Business Development Associate

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Qualifications

Overview

As a member of the Beutel Goodman Managed Assets team, the Business Development Associate will be a key internal contact for investment advisors and individual investors and will be active in support of business development initiatives for Separately Managed Accounts (“SMA”) mandates and mutual funds. The successful candidate will be able to demonstrate a track record of exemplary customer service, have strong verbal and written communication skills, thrive within a goal-oriented team environment and be able to work independently at times.

Major Responsibilities

• Proactively and confidently engage clients in detailed conversations over the telephone and virtually regarding our strategies, and capital markets.
• Promptly respond to client requests and inquiries. Research and resolve issues accurately and document all relevant communications via our CRM database. This includes responding to all inquiries received in French (e-mail, telephone, and fax).
• Regularly generate asset and sales reports for internal reporting purposes.
• Regularly maintain our CRM database.
• Stay up to date on our investment strategies and be cognizant of current events in the capital markets.
• Build effective relationships with internal / external stakeholders.
• Occasionally, participate in financial industry and client events to grow our presence in the marketplace.
• Adhere to all compliance, regulatory, and legal guidelines.
• Partner with Regional Sales Directors to develop and nurture relationships with investment advisors from across Canada :
• Support the Regional Sales Directors in an analytical capacity - prepare product comparisons and competitor research as requested.
• On a weekly basis, alert Regional Sales Directors to significant sales and redemptions.
• Participate in sales meetings.
• Contribute sales ideas to help grow our business.

Qualifications

• Experience in the asset management industry.
• Experience in a client facing role, successfully building long-term professional relationships with clients.
• Strong knowledge of the mutual fund industry.
• Successful completion of the CSC or CIM is required.
• Enrollment into CFA, CFP, or MBA program will be considered an asset.
• Strong sales acumen.
• Proficient in Outlook, Excel, Word, PowerPoint.
• Ability to effectively work with complex data.
• Hands-on experience with CRM software.
• Driven, ambitious and proactive individual with a strong desire to succeed.
• Fluent communication in English and French (written and verbal).

This posting is for a current vacancy on our Managed Assets team. To apply, send your resume [e-mail].

If you require any accommodations during the recruitment process, please email us [e-mail]. A member of our HR team will reach out to you.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Investment Management

Referrals increase your chances of interviewing at Beutel, Goodman & Company Ltd. by 2x

Business Development Representative (EV Charging, Remote / Canada)

Business Development Manager - FX & CFDs Industry - Canada Market

Business Development Manager, Canada (Remote)

Sales Specialist (On the road) - Montreal (QC)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr

Create a job alert for this search