Business development associate

Société Financière Manuvie; Vancouver; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an energetic Business Development Associate to join their dynamic sales team. This role offers a unique opportunity to make a significant impact by collaborating with advisors and internal partners to achieve sales targets. You will be involved in developing business strategies, coordinating events, and managing territory budgets. If you thrive in a fast-paced environment and possess strong communication and problem-solving skills, this position is perfect for you. Join a company that values professional growth and offers a supportive work culture where you can flourish in your career.

Benefits

Competitive salary and benefits packages

Flexible work policies

Professional development opportunities

Strong work-life balance

Career growth trajectory

Qualifications

• Experience in mutual fund business or brokerage/financial planning industry is an asset.
• Excellent problem-solving and analytical skills are essential.

Responsibilities

• Build and maintain relationships with advisors and internal partners.
• Assist in preparing reports and fund proposals for internal partners.
• Manage territory budgets and facilitate weekly team meetings.

Skills

Communication Skills

Problem-solving

Analytical Skills

Attention to Detail

Flexibility

Education

Post-secondary education

Canadian Securities Course (CSC)

IFIC course

Tools

Microsoft Office

Salesforce

SAP Concur

Job description

Job Summary:The sales team is looking for an energetic, motivated and focused team member. If you want to be part of a team that is at the center of sales activities, that constantly challenges you, and that provides an opportunity 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 one of the members of a wholesaling team that consists of a District Vice President and Business Development Manager. Your directive will be to partner with the sales teams in achieving a sales target. To do this, you will be required to develop a thorough understanding of the sales needs of each of your territories, participate in business development initiatives, and work directly with advisors. You are an effective communicator, well organized and demonstrate the ability to collaborate. You also take initiative, are a problem solver and are results- and team-oriented. There will be occasionally travel for training, meetings, and the execution of territory events. A basic knowledge of retail wealth products, such as mutual funds, segregated funds and ETFs will be beneficial to grow your career at Manulife Investment Management.

The Opportunity:

• Build and maintain relationships with advisors and key internal Manulife partners
• Provide input for the development and execution of the annual territory business plan
• Assist in the preparation of reports and fund proposals for internal partners and investment advisors
• Coordinating and participating in corporate and social events with industry professionals
• Act as the main point of contact with internal and external partners
• Schedule and confirm meetings for the District Vice President
• Manage territory budgets
• Facilitate weekly team meetings
• Spearhead process for requesting Portfolio Manager access in the field
• Plan and implement events right from the beginning planning stages, to the agenda to everything in between
• Use mass email tool to manage email territory distribution lists, execute e-marketing campaigns and run tracking reports to analyze campaign success
• Provide guidance to sales teams regarding internal Manulife policies and industry regulations governing sales practices

This is the job for you because you:

• Balance multiple priorities while maintaining a high level of accuracy and attention to detail
• Are flexible and adaptable when dealing with changing priorities and tight deadlines
• Excellent problem-solving and analytical skills
• Investigate problems without supervision
• Learn quickly and are a self-starter who takes initiative and thrives in a fast-paced work environment
• Demonstrate tact and professionalism while mitigating risk
• Demonstrate strong PC skills with experience using Microsoft Office, especially Word and Excel; ability to learn new technologies quickly
• Are experienced with Salesforce and SAP Concur

Job requirements:

• Post-secondary education preferred
• Canadian Securities Course (CSC) or IFIC course is considered an asset
• Experience in Mutual Fund business or brokerage/financial planning industry is an asset

Benefits:

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

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