Business Development Associate- EN
RBC
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Benefits offered by this job
Job summary
RBC in Montréal is seeking a Business Development Associate to support the Advisor Channel Sales team with pre- and post-sales planning and relationship management. BDAs contribute to meeting territory 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
Qualifications
- Bilingualism (English and French) required
- CSC completion or obligation to complete within 12 months
- Previous experience in a sales or client-facing role
- Interest in capital markets
- Ability to build credibility and rapport via email, phone, and in-person
- Strong working knowledge of Microsoft 365 apps and CRM
Responsibilities
- Position RBC GAM value to Investment Advisors and secure meetings for the DVP
- Build long-lasting relationships with Investment Advisors and partners
- Act as subject matter expert of Sales Practices and Process (compliance) within the territory
- Lead planning, sourcing, and execution of territory promotional campaigns and events
- Engage in discovery and management of the territory opportunity pipeline
- Generate leads and sales opportunities from sales reporting data and portfolio reviews
- Reconcile DVP monthly expenses and manage territory budgets
Skills
Education
Tools
Job description
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.
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.
- 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
- 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
- Mutual funds industry experience
- Knowledge of wealth management business
- Previous experience working with Salesforce, WebEx, Fund Comparison Tools, and Morningstar
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
1 PLACE VILLE MARIE:MONTRÉAL
Montréal
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-09-02
2026-09-21
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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