Business Development Associate

Manulife Financial; Montreal; Hybrid; CAD 44,000 - 75,000; Full time

Job summary

A forward-thinking company is seeking an energetic Business Development Associate to join its dynamic sales team. This role offers a unique opportunity to partner with sales teams, contribute to business initiatives, and engage with advisors. The ideal candidate will possess strong communication and problem-solving skills, be adaptable to changing priorities, and demonstrate professionalism. With a focus on career development and a supportive work environment, this position is perfect for those looking to make a significant impact in the financial services industry. Join a team that values growth, well-being, and inclusion.

Benefits

Health Insurance

Dental Insurance

Mental Health Support

Vision Insurance

Disability Insurance

Life Insurance

Retirement Plans

Generous Paid Time Off

Qualifications

• Basic knowledge of retail wealth products like mutual funds and ETFs is beneficial.
• Experience in mutual funds or financial planning industry is an asset.

Responsibilities

• Build and maintain relationships with advisors and internal partners.
• Assist in preparing reports and fund proposals.
• Coordinate and participate in industry events.

Skills

Effective Communication

Problem Solving

Analytical Skills

Organizational Skills

Bilingual (French & English)

Education

Post-secondary education

Canadian Securities Course (CSC)

IFIC course

Tools

Salesforce

SAP Concur

Microsoft Word

Microsoft Excel

Job description

Job Posting Description

The sales team is looking for an energetic, motivated, and focused team member. If you want to be part of a team at the center of sales activities that constantly challenges you and provides opportunities to make an impact for our clients, then this role is for you.

As part of the Manulife Investment Management team, the Business Development Associate is a member of a wholesaling team that includes a District Vice President and a Business Development Manager.

Your main responsibility will be to partner with sales teams to achieve sales targets. This involves understanding the sales needs of your territories, participating in business development initiatives, and working directly with advisors.

You should be an effective communicator, well-organized, collaborative, proactive, a problem solver, and results-oriented. Occasional travel for training, meetings, and territory events is expected.

Basic knowledge of retail wealth products like mutual funds and ETFs will be beneficial for your career growth at Manulife Investment Management.

The Opportunity:

1. Build and maintain relationships with advisors and internal partners
2. Contribute to the development and execution of the annual territory business plan
3. Assist in preparing reports and fund proposals
4. Coordinate and participate in industry events
5. Act as the main contact with partners
6. Schedule meetings for the District Vice President
7. Manage territory budgets
8. Facilitate weekly team meetings
9. Spearhead Portfolio Manager access requests
10. Plan and execute events from start to finish
11. Manage email distribution lists and execute marketing campaigns
12. Guide sales teams on policies and regulations

This role is suitable for candidates who:

• Can balance multiple priorities with accuracy and attention to detail
• Are flexible and adaptable with changing priorities
• Possess strong problem-solving and analytical skills
• Are self-starters and quick learners in a fast-paced environment
• Demonstrate professionalism and tact
• Have strong PC skills, especially in Word and Excel, and experience with Salesforce and SAP Concur

Job requirements:

• Post-secondary education preferred
• Canadian Securities Course (CSC) or IFIC course is an asset
• Experience in mutual funds or financial planning industry is an asset

We offer a competitive salary and benefits, opportunities for growth, a focus on career development, flexible work policies, and leadership opportunities.

When you join our team:

• We empower you to learn and grow
• We support well-being and inclusion
• We help shape your future within a global team

Bilingual (French & English) communication skills are required for supporting clients across jurisdictions outside Quebec.

#LI-WAM

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider. Learn more at https://www.manulife.com/en/about/our-story.html.

Equal Opportunity Employer

We embrace diversity and strive for an inclusive work environment. We are committed to fair practices without discrimination. For accommodations, contact [e-mail].

Location and Compensation

Primary Location: Montreal, Quebec

Working Arrangement: Hybrid

Salary range: $44,775.00 CAD - $74,625.00 CAD. Contact [e-mail] for location-specific salary info. Compensation may include incentives based on performance.

Benefits include health, dental, mental health, vision, disability, life insurance, retirement plans, and generous paid time off.