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Business Development Manager

First National Financial

Victoria

Hybrid

CAD 85,000 - 102,000

Full time

15 days ago

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Job summary

An established industry player is seeking a Business Development Manager to drive sales and enhance broker relationships. This role involves generating volumes, educating clients on innovative products, and developing strategic marketing plans. The ideal candidate will possess strong organizational and communication skills, with a proven ability to foster lasting client relationships. Join a supportive team in a modern office environment that values collaboration and community engagement, while enjoying a competitive compensation package and opportunities for career advancement.

Benefits

Competitive Compensation
Comprehensive Benefits Program
Health Spending Account
Maternity and Parental Leave Top Up
Extensive Training Programs
Modern Office Environment
Supportive Teamwork Culture
Opportunities for Community Engagement
Ongoing Social Events

Qualifications

  • Minimum of two years’ experience in the mortgage industry.
  • University degree preferred, with a focus on Sales or Business.

Responsibilities

  • Generate sales volumes and service broker clients.
  • Build long-term broker relationships and educate on products.
  • Prepare sales logs and business plans for management.

Skills

Organizational Skills
Project Management
Communication Skills
Presentation Skills
Negotiation Skills
Customer Service Skills
Relationship Building

Education

University Degree in Sales or Business

Tools

Microsoft Office

Job description

First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law.

First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at accessibility@firstnational.ca should you need an accommodation at any point in the recruitment process.

Reporting To:

Director, Regional Sales

Full-Time/Part- Time:

Full-time

Salary Range:

$85,000 – $102,000

Posting Date:

May 9, 2025

Closing Date:

May 23, 2025

Hours of Work:

8:30 a.m. – 5:00 p.m.

Grade:

Office Location:

66.7

Victoria, BC

Great location! Steps away from the main public transit station

What we offer:

Highly competitive compensation package which includes base salary, bonus, benefits, and career advancement opportunities!

*Eligibility for benefits is dependent on the terms of employment

The Opportunity:

The Business Development Manager is responsible for generating sales / volumes and servicing broker clients.

How you will contribute:

Sales and Service:

  • Ensure sound knowledge of First National products, services and technologies as well as competitor’s products
  • Identify and build long term broker relationships, increase broker and overall portfolio volumes, and continuously develop new contacts and volume sources from the broker community
  • Educate and market both existing and new broker clients on company products and services through various mediums and ensure broker clients always have up‐to‐date marketing packages and brochures
  • Communicate, educate and sell the benefits of First National to broker clients i.e. what makes the company different, benefits of the company’s innovative technology
  • Create email marketing plans to attract and build new business
  • Assist in maintaining and improving assigned broker Funding Ratios
  • Work with brokers to compile broker profiles and co‐develop business plans
  • Analyse portfolio identifying brokers as high, medium and low producers and create specific sales strategies for each segment
  • Liaise with the broker and underwriting teams to maintain a comfort level on any service or underwriting issues that may arise
  • Manage within assigned budgets
  • Attend various networking events throughout the region inside and outside of normal working hours
  • Complete special projects and duties as assigned
  • Adheres to policies/procedures to ensure AML requirements are met, when applicable

Reporting:

  • Prepare weekly sales logs and appointment schedules with corresponding narrative regarding broker client visits
  • Compile detailed expense and mileage reports
  • Prepare quarterly and annual business plans
  • Attend weekly conference calls with Senior Management to converse on volumes, trends, industry news, issues and strategies

The experience you need:

  • Good organizational, project management and multi‐tasking skills
  • Competency in Microsoft Office; capacity to learn new technologies/systems
  • Excellent communication, presentation and negotiation skills
  • Proven ability to handle difficult customer situations to maintain customer satisfaction and loyalty
  • Ability to work independently and in a team environment
  • Excellent customer service skills, with a high aptitude for building client relationships
  • Ability to demonstrate initiative, confidence and resilience in everyday situations
  • University degree preferred, with a focus on Sales or Business and/or equivalent work experience
  • Minimum of two years’ experience in the mortgage industry
  • Must have a valid driving license.

Working Environment and Physical Demands Analysis:

  • Periods of high volume with tight timelines
  • Long periods of stationary position/sitting
  • Prolonged periods of repetitive movement (i.e. using a keyboard and mouse)
  • Long periods of time in viewing a computer screen
  • Multi-tasking may include speaking to customers on a telephone call while looking up information on a computer program.
  • Competitive Compensation
  • Comprehensive benefits program (i.e., Health Spending Account, Maternity and Parental Leave Top Up)
  • Hybrid working environment [select if applicable].
  • Extensive training programs to set our employees up for success
  • Modern office environment conducive to collaboration
  • Supportive teamwork culture
  • Opportunities to give back to the communities and work through events focused on a variety of charities
  • Ongoing social events throughout the year

The team you’ll join:

Founded in 1988, First National is one of Canada’s largest non-bank lenders. We provide residential mortgages exclusively through the mortgage broker channel and we are Canada’s largest commercial mortgage lender.

First National has been consistently recognized as a great place to work and we are proud that our employee engagement feedback is higher than our industry partners.

We would like to thank all applications for their interest in this existing vacancy, but only candidates selected for an interview will be contacted.

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