Business Development Associate

Manulife Financial; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company in Montreal is looking for a motivated individual to manage relationships with advisors and internal partners. This role emphasizes building connections, executing business plans, and coordinating events while demanding strong bilingual communication skills in French and English. Ideal candidates will have a post-secondary education and thrive under pressure. With structured training, there's a clear path to advance into a Business Development Manager role.

Qualifications

• Post-secondary education required.
• Ability to thrive in a fast-paced environment.
• Must be detail-oriented and proactive.
• Clear communication skills necessary for teamwork.
• Bilingual in French and English is required.

Responsibilities

• Develop and maintain strong relationships with advisors.
• Contribute to the annual business plan execution.
• Prepare reports and fund proposals as needed.
• Schedule meetings and manage budgets.
• Organize impactful advisor and industry events.
• Manage email campaigns and track communication results.

Skills

Relationship management

Communication skills

Problem-solving

Detail-oriented

Project management

Bilingual (French & English)

Education

Post-secondary education

Tools

Microsoft Office

Salesforce

SAP Concur

Job description

Position Responsibilities:

• Build connections: Develop and maintain strong relationships with advisors and key internal partners.
• Plan for success: Contribute to the annual territory business plan and help execute it.
• Be the go-to resource: Prepare reports, fund proposals, and provide guidance on policies and regulations.
• Own the details: Schedule meetings, manage budgets, and coordinate weekly team sessions.
• Lead events: From planning to execution, organize impactful advisor and industry events.
• Drive marketing: Manage email campaigns, track results, and keep communication flowing.
• Collaborate: Act as the main point of contact for internal and external partners.

Required Qualifications:

• Post-secondary education.
• You thrive in a fast-paced environment and juggle multiple priorities with ease.
• You’re a problem solver, detail-oriented, and proactive.
• You communicate clearly, work well in a team, and stay cool under pressure.
• A passion for learning and growing in the wealth management space.
• Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications:

• CSC or IFIC certification (an asset).
• Experience in mutual funds or financial planning (an asset).
• You’re tech-savvy with Microsoft Office, and ideally familiar with Salesforce and SAP Concur.

Where This Role Can Take You

This is more than a job—it’s career path. With structured training and mentorship, you can grow into a Business Development Manager role or