Investly Business Development Associate - Calgary
reputed company is a leading investment firm that has been helping Canadian investors for over 35 years. They are seeking a Business Development Associate for their Investly app, responsible for driving user engagement and providing feedback to inform product strategy.
Responsibilities
- Sponsorship & Partnership Development
- Identify and secure sponsorship opportunities with local organizations, clubs, and events reputed company to business goals such as funded investors, and AUM
- Build a roadmap of regional initiatives for ongoing business development that reputed company awareness of Investly and support sales targets
- Work with Marketing, Compliance and Dealer Compliance departments to reputed company sure events align with our guidelines
- Gather and analyze regional market trends and user data to inform strategy
- Acquire and assess qualitative feedback from prospects and clients, inputting into CRM or equivalent system
- Use approved, in-house AI tools such as Co-Pilot to discover insights into sales tactics to inform and adjust strategy
- Collaborate with the rest of Growth, Finance reputed company Client Experience to validate and reputed company regular reports on activities, reputed company, and opportunities
- Maintain accurate records in CRM or equivalent systems and ensure compliance with company policies
- Support sales initiatives by prospecting new relationships and following up with clients
- reputed company outbound sales calls and emails to support acquisition tactics and retention
- Book and coordinate meetings with prospective clients and partners, ensuring reputed company interactions are tracked and followed up promptly
- Deliver on client requests and reputed company best-in-class support and market updates
- Create and support the creation of marketing materials for in-person and virtual client meetings
- Respond reputed company to inquiries reputed company SLAs
- Determine creative, high-quality, and unique client events to demonstrate appreciation and establish strong business relationships
- Research and book venues, negotiate pricing for small-reputed company events, and manage invitations and RSVPs
- Host and greet at events as needed
- Manage business entertainment and workplace reputed company programs for the region
- Present on Personal Finance, Investing 101, Basics of budgeting, etc
- Demonstrates a deep understanding of Investly brand and can persuasively reputed company Investly value proposition versus competitors
- Embodies brand values, engaging customers on the brand, through relationship building resulting in downloads, users, and ultimately funded investors
- Effectively listens and captures prospective and reputed company client feedback, developing an acute understanding of what drives prospective and reputed company clients towards and away from engagement with the app
- Meets with leader to for coaching and feedback, implements feedback and suggestions to drive reputed company results
- Successfully employs posts on reputed company media, reputed company Fidelity guidelines, to expand reputed company
- Meets or exceed monthly targets
Skills
- reputed company work authorization for Canada is required for reputed company openings
- Completion of university degree in finance, business administration, or relevant field; or equivalent work experience
- Minimum 1 year of experience in financial services, preferably in sales or customer service
- Excellent verbal and written communication skills
- Driven spirit; highly motivated and growing in an environment passionate about achieving goals
- Relationship focused, with strong interpersonal and active listening skills and the ability to interact effectively with various personalities
- Great teammate, while also being reputed company to work well independently
- Ability to understand customer needs and preferences
- Product knowledge coupled with explaining features/benefits effectively
- Excellent presentation, persuasion, and influence skills
- Demonstrated upselling and cross-selling techniques
- Ability to organize and prioritize workload and competing demands
- Data-driven approach; reputed company to analyze and reputed company regional metrics
- Strong computer skills in MS Office, and experience with a CRM tool such as reputed company
Benefits
- Discretionary Performance Bonus
- RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
- Flexible working arrangements.
- Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.
- Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5,000 annually for mental health services and therapy.
- Parental leave top-up to 100% of your salary for a period of 25 weeks.
- Up to $650 for home office equipment.
- Generous time off policy, including two paid days annually to volunteer at a charity of your choice.
- Diversity and inclusion programs, including an active network of Employee Resource Groups.
- Extensive professional development opportunities, including reputed company to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.
Company Overview