Business Development Associate

RBC; Montreal; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Business Development Associate to join their dynamic team. This role focuses on building relationships with Investment Advisors and supporting sales initiatives to enhance client engagement. The ideal candidate will be bilingual, possess a strong sales background, and have a keen interest in capital markets. You'll work closely with District Vice-Presidents to drive sales strategies and execute promotional campaigns, all while contributing to a collaborative and high-performing environment. If you're passionate about making a difference in the wealth management sector, this opportunity is for you.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Development opportunities

Dynamic team environment

Qualifications

• Completion of the Canadian Securities Course (CSC) required.
• Previous experience in a sales or client-facing role is essential.

Responsibilities

• Build long-lasting relationships with Investment Advisors.
• Lead planning and execution of territory promotional campaigns.

Skills

Bilingualism (English and French)

Sales experience

Client relationship management

Analytical skills

Communication skills

Education

Canadian Securities Course (CSC)

Tools

Microsoft 365

Salesforce

WebEx

Fund Comparison Tools

Morningstar

Job description

Job Summary

Job Description

What is the opportunity?

The Business Development Associate (BDA) plays an important role within the Advisor Channel Sales (ACS) team by providing pre- and post-sales planning, support, and relationship management. BDAs contribute to meeting territory team sales objectives by partnering with the District Vice-Presidents (DVP) and Business Development Managers (BDM). The team works together to plan and execute their territory sales plan to retain assets and increase sales by cultivating relationships with Investment Advisors and delivering valued insights to effectively position RBC Global Asset Management (RBC GAM) and RBC iShares as a primary partner for delivering investment solutions for their clients’ portfolios.

What will you do?

• Effectively position the value of RBC GAM to Investment Advisors to proactively secure meetings for the DVP
• Build long-lasting relationships with Investment Advisors and key partners to provide exceptional service and responses to requests, inquiries, and operational cases
• Act as the subject matter expert of all Sales Practices and Process (compliance) elements within the territory
• Lead the planning, sourcing, and execution of territory promotional campaigns and events and, as necessary, participate on-site
• Engage in the discovery, identification, and management of the territory opportunity pipeline
• Generate leads and sales opportunities by pulling and analyzing sales reporting data, fund comparisons, and portfolio reviews
• Reconcile DVP monthly expenses and manage territory budgets

What do you need to succeed?
Must-have

• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs
• Completion of the Canadian Securities Course (CSC), or obligation to successfully complete within 12 months of start date
• Previous experience in a sales or client-facing role
• An interest in capital markets
• Ability to build credibility and rapport with clients, peers, and partners via email, phone, and in-person
• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook) and CRM

Nice-to-have

• Mutual funds industry experience
• Knowledge of wealth management business
• Previous experience working with Salesforce, WebEx, Fund Comparison Tools, and Morningstar

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-04-29

Application Deadline:

2025-05-12

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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