Business Development Associate

0000050353 The Royal Trust Company; Montreal; On-site; CAD 60,000 - 85,000; Full time

Job summary

A leading wealth management firm seeks a Business Development Associate in Montreal to drive sales and strengthen relationships with Investment Advisors. You will engage in planning and execution of strategies to increase sales, requiring bilingual communication and a strong background in client relations. Join a dynamic team that values progressive thinking and strives to provide exceptional service to clients, fostering a collaborative work environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation and commissions

Supportive leadership for development

Dynamic and collaborative team environment

Qualifications

• Must be bilingual (English and French) for effective communication across Canada.
• Completion of Canadian Securities Course required within 12 months.
• Previous experience in a sales or client-facing role is essential.

Responsibilities

• Position the value of RBC GAM to secure meetings with Investment Advisors.
• Build long-lasting relationships and provide exceptional client service.
• Lead promotional campaigns and manage territory budgets.

Skills

Bilingualism (English and French)

Sales skills

Relationship Management

Client-facing skills

Analytical skills

Education

Completion of the Canadian Securities Course (CSC)

Tools

Microsoft 365

CRM software

Salesforce

WebEx

Fund Comparison Tools

Morningstar

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 partners across Canada
• 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 and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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 :

City : MONTRÉAL

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : Wealth Management

Job Type : Regular

Posted Date : 2024-05-30

Application Deadline :

2024-06-16

I nclusion and Equal Opportunity Employment

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