Quebec Business Development Manager, Investment Solutions

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

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.