Business Development Associate

Manulife Insurance Malaysia; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading company in the financial sector is seeking a motivated Business Development Associate to join their sales team. This role focuses on building relationships with advisors, participating in business development initiatives, and supporting sales targets. The ideal candidate will demonstrate strong analytical skills and the ability to adapt in a fast-paced environment, while also having a background in the financial industry.

Benefits

Flexible work environment

Opportunities for learning and growth

Support for well-being and inclusion

Qualifications

• Post-secondary education preferred.
• Experience in Mutual Fund business or brokerage/financial planning industry is an asset.

Responsibilities

• Build and maintain relationships with advisors and key internal partners.
• Assist in preparation of reports and fund proposals.
• Manage territory budgets and facilitate team meetings.

Skills

Problem-solving

Analytical skills

Attention to detail

Flexibility

Microsoft Office

Salesforce

SAP Concur

Education

Post-secondary education

Canadian Securities Course (CSC)

IFIC course

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.

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
• Coordinate and participate 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

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.