business development manager

First Trust Portfolios Canada; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services company in Toronto is seeking a Business Development Manager to enhance existing relationships with investment advisors and increase sales. The ideal candidate should have a university degree, experience in relationship management, and knowledge of investment products. This full-time role offers a salary starting at $65,000 per year with benefits and requires in-person presence.

Benefits

Extended health care

RRSP match

Qualifications

• Minimum of 2 years relationship management/sales experience.
• In-depth knowledge of investment products such as ETFs, stocks, and bonds.
• Willingness to learn and adapt.

Responsibilities

• Develop relationships and increase product penetration with investment advisors.
• Achieve established sales targets and increase total assets under management.
• Manage CRM system to segment client base.

Skills

Relationship management

Interpersonal skills

Time management

Communication

CRM tools

Education

University degree

Canadian Securities Course, CIM or CFA

Tools

Microsoft Office

CRM systems

Job description

Title posted on indeed.com - Business Development Manager (BDM) - Ontario

Posted onJuly 24, 2025 by Employer details First Trust Portfolios Canada

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business development manager

Title posted on indeed.com - Business Development Manager (BDM) - Ontario

Posted onJuly 24, 2025 by Employer details First Trust Portfolios Canada

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Job details

*Job Overview*Working in conjunction with the VP, Sales, the Business Development Manager will develop relationships and increase product penetration in a given territory with investment advisors.Position Reports to Head of Distribution, Canada*Responsibilities** Work collaboratively with VP Sales to enhance existing and build new relationships with advisors and planners in Canada.* Increase total assets under management within a given territory, achieving established sales targets.* Develop and promote brand awareness of FT Portfolios Canada Co.* Handle proactive outbound calling to set up appointments, provide updates on product and share sales ideas.* Handle reactive inbound calling to answer questions, concerns and requests.* Manage CRM system in order to segment client base within a defined sales territory.* Apply outstanding communication, time management and territory management skills to maximize effectiveness.*Requirements** University degree.* Canadian Securities Course, CIM or CFA desired.* Minimum of 2 years relationship management/sales experience.* In depth knowledge of investment products (ETFs, stocks, bonds) and an understanding of financial markets and investment marketplace.* Strong relationship building and interpersonal skills together with strong listening skills.* Proven ability to take initiative, be a strong self-starter and display professionalism.* Solid organizational and time management skills with strong client service approach.* Good working knowledge of Microsoft Office and CRM tools.* Willingness to learn.Note: Only those selected for an interview will be contacted, no agencies or solicitations please.Job Type: Full-timePay: From $65,000.00 per yearAdditional pay:* Commission payBenefits:* Extended health care* RRSP matchSchedule:* Monday to FridayWork Location: In person

• Location Toronto , ON
• Workplace information On site
• Salary $ 65,000 YEAR annually
• Terms of employment Full time
• Starts as soon as possible
• vacancies 1 vacancy
• Source indeed.com #9821729882

• Toronto, ON

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