Business Development Manager, Quebec

Socket.dev; Quebec; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Health Care Spending

Wellness credits

Mentorship program

Leadership skills training

Community events

Job summary

RPIA is seeking a full-time Business Development Manager to drive advisor sales in Quebec. You will promote mutual funds, liquid alternatives and hedge funds, manage relationships, and collaborate with portfolio managers to align solutions with advisor needs.

You will lead territory development, prospect new advisors, and maintain CRM-documented activities while ensuring accurate pipeline management and efficient processes. Fluency in French and English is required.

Qualifications

• Degree in Business, Finance, or related field.
• 2–5 years of sales experience in financial services.
• CSC, IFIC, or CFP progress toward is expected.
• Proven ability to organize and execute sales plans.
• Extensive CRM experience and usage.
• Fluent in French and English, written and spoken.

Responsibilities

• Strategic input to sales and client strategy development.
• Territory development and growth opportunity identification.
• Position investment solutions to advisor portfolios.
• Prospecting and cultivating new advisor relationships.
• Maintain relationships with advisors with regular touchpoints.
• Provide prompt client service and follow-up.
• Maintain deep product knowledge of hedge funds and liquid alternatives.
• Document interactions in CRM with clear notes.
• Track lead activity and progression through the sales funnel.
• Leverage CRM to maximize productivity and drive results.

Skills

Sales strategy

Wealth management

CRM systems

Bilingual EN/FR

Prospecting

Relationship building

Education

Bachelor's degree in Business

Industry courses in CSC/IFIC/CFP

Job description

We are currently seeking a full-time permanent Business Development Manager eager to join our Client & Product Solutions team, to cover Advisors in the province of Quebec.

As a Business Development Manager, you will be responsible for driving sales and promoting our full suite of investment solutions to Advisors in Quebec. With strong knowledge of Mutual Funds, Liquid Alternatives, and Hedge Funds, you will identify new business opportunities and support advisor relationships. Reporting to the Director of Retail Distribution, you will be part of a high-performing sales team and collaborate closely with portfolio managers and business strategists.

The duties and responsibilities of the Business Development Manager include but are not limited to:

• Strategic Input: Contributes to sales and client strategy development by sharing insights and best practices.
• Territory Development: Supports business planning and identifies growth opportunities within the assigned region.
• Solution Positioning: Applies a needs-based approach to align investment products with advisor portfolio goals.
• Prospecting: Identifies and cultivates new advisor relationships through proactive outreach and lead generation.
• Relationship Management: Builds and maintains strong connections with advisors through regular touchpoints and occasional travel.
• Client Service: Delivers prompt, professional support to existing clients and manages follow-up activities.
• Product Expertise: Maintains deep knowledge of alternative investment solutions, including hedge funds and liquid alternatives.
• CRM Documentation: Captures all client and prospect interactions in CRM with clear, detailed notes.
• Pipeline Management: Tracks lead activity and progression through the sales funnel with accuracy.
• Efficiency Optimization: Leverages CRM capabilities to maximize productivity and drive

Critical Competencies:

• Sales Strategy – Practices a consultative approach to sales along with strong business development skills to build rapport and establish credibility with clients.
• Technical knowledge – Confidently demonstrates knowledge of Wealth Management products and an understanding of global financial markets.
• Persistence & Motivation – Highly motivated self-starter with an innovative approach to prospecting and growing the advisor distribution base using RPIA investment solutions.
• Adaptability – Be able to effectively calibrate priorities and change approach and focus quickly and confidently whenever the environment or situation requires it.
• Operational Excellence – Understands the critical importance of accuracy while remaining optimistic and focused on driving results.
• Communication – Communicates clearly and eloquently both verbally and in writing and displays exceptional interpersonal skills when working with clients as well as team.
• Accountability – Embraces challenges and responsibility and takes pride in the support and work provided.
• Teamwork – A reliable collaborator who values the benefits of a team-first attitude and is willing to pitch in wherever and whenever possible.

Requirements:

• Degree in Business, Finance, or a related
• Minimum of two (2) to five (5) years of sales experience in the financial services, investment, or related industry, ideally with knowledge of advisor practice management.
• Completion or progress towards industry-related courses such as CSC, IFIC, or CFP is
• Proven experience with organizing, prioritizing, and executing individual and team sales plans and activities.
• Extensive experience working with a CRM
• Fluency in both French and English, written and spoken, is required.

Additional Information

• Position Type: Full-Time
• Work Location: Province of Quebec or Toronto
• To learn more about life at RPIA, visit https://rpia.ca/
• Read our firm’s magazine, Voices of RPIA: https://online.flippingbook.com/view/859829658/
• This is to fill an open vacancy
• Artificial Intelligence may be used as part of this recruitment initiative
• Compensation Range: $70,000 – $100,000 base salary, additional compensation may be available

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

• Exceptional single and family benefits package that includes health, dental and vision insurance plus additional Health Care Spending and Wellness credits.
• Employee and Family Assistance Program to support mental wellbeing extended to all family members in your household.
• Opportunities for professional and personal growth through:
  • Cross-functional Mentorship Program
  • Internally curated Leadership Skills training program
  • Community outreach and monthly social events organized through our volunteer-led committees.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [e-mail] if you require accommodation during the recruitment process.

Our culture is defined by our six core values: Client-First, Innovation, Excellence, Partnership, Integrity, and Giving back. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 135 employees and approximately $21 billion in assets under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.