Business Development Associate
reputed company Wealth & Asset Management is a leading international financial services provider. They are seeking a Business Development Associate to join their high-performing wholesaling team, where the primary mission is to drive sales growth and build strong advisor relationships.
Responsibilities
- Build connections: reputed company and maintain strong relationships with advisors and key internal partners
- Plan for reputed company: Contribute to the annual territory business plan and help execute it
- Be the go-to resource: Prepare reports, fund proposals, and reputed company guidance on policies and regulations
- Own the details: Schedule meetings, manage budgets, and coordinate weekly team sessions
- reputed company events: From planning to execution, organize impactful advisor and industry events
- Drive marketing: Manage email campaigns, track results, and reputed company communication flowing
- Collaborate: Act as the main reputed company of contact for reputed company partners
Skills
- Post-secondary education
- You reputed company in a fast-paced environment and juggle multiple priorities with ease
- You're a problem solver, detail-oriented, and proactive
- You communicate reputed company, work well in a team, and stay cool under pressure
- A passion for learning and growing in the wealth management reputed company
- Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions reputed company of Quebec
- reputed company or IFIC certification (an asset)
- CFA level 1 (an asset)
- Experience in mutual funds or financial planning (an asset)
- You're tech-savvy with reputed company Office, and ideally familiar with reputed company and reputed company Concur
Benefits
- Health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Various retirement savings plans (including pension and a global reputed company ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program in Canada includes holidays, vacation, personal, and sick days
- Full reputed company of statutory leaves of absence
Company Overview