Onsite Business Development Associate

Posted 2 hours ago

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About the role

  • Business Development Associate supporting sales teams in Wealth businesses. Focused on activity management and case support to drive new sales and advisor growth.

Responsibilities

  • Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
  • Manage activity for the territory
  • Clear the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries
  • Follow up with key contacts to maintain advisor confidence in sales process
  • Report on Salesforce opportunities, segmentation & activity management and in COGNOS reporting on sales results
  • Prepare for special events and campaigns
  • Implement operational and sales support tactics
  • Facilitate weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
  • Ensure data integrity by inputting and maintaining advisor related information in CRM database, Salesforce
  • Provide general administrative support
  • Participate and attend sales conferences and meetings

Requirements

  • Completed post-secondary education, Commerce (or related) degree
  • Completing, completed, or strongly motivated to complete CSC/IFIC certification
  • Experience in sales or hospitality industries
  • Strong communication skills and client-facing experience
  • Focused on building strong, collaborative relationships
  • Strong organizational skills, ability to prioritize, and meet deadlines
  • Goal-oriented and passionate about learning various sales processes

Benefits

  • Opportunities for career advancement
  • Access to industry-leading learning programs
  • Up to $2,000 annually towards education reimbursement
  • Flexible health and dental benefits
  • $5,000 mental health benefit to support your well-being
  • Regular vacation and personal days
  • Volunteer day for community involvement
  • Company-matching pension plan
  • Share ownership program
  • Additional investment options
  • Employee recognition programs
  • Service milestone celebrations
  • Employee discounts

Job title

Business Development Associate

Job type

Experience level

JuniorMid level

Salary

CA$50,900 - CA$76,400 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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