Business Development Associate

Role overview

Responsibilities

• Build advisor and internal partner relationships; contribute to annual territory business plans.
• Prepare reports and fund proposals; serve as the primary contact for internal and external partners.
• Coordinate events and meetings, manage territory budgets, and facilitate weekly team meetings.
• Lead requests for Portfolio Manager access in the field.
• Manage distribution lists, e-marketing campaigns, and campaign tracking reports.
• Advise sales teams on company policies and industry rules for sales practices.

Required qualifications

• Post-secondary education.
• Ability to manage competing priorities accurately, adapt to changing priorities and deadlines, and investigate issues independently.
• Strong problem-solving and analytical skills, initiative, professionalism, and ability to learn quickly.
• Strong computer skills, including Microsoft Office, especially Word and Excel; ability to learn new technologies.

Preferred qualifications

• Canadian Securities Course (CSC) or IFIC course.
• Experience in mutual funds, brokerage, or financial planning.
• Experience with Salesforce and SAP Concur.
• Knowledge of retail wealth products, including mutual funds and ETFs.

Work arrangement

• Hybrid work arrangement.

Benefits

• Eligible employees may access health, dental, mental health, vision, disability, life and AD&D coverage, wellness benefits, and employee and family assistance.
• Retirement savings options, including pension and a global share ownership plan with employer matching, are available to eligible employees.
• Canadian paid time off includes holidays, vacation, personal and sick days, and statutory leaves.

About the employer

Compensation

• Incentive compensation may be tied to business and individual performance.
• Salary varies based on local market, geography, and job-related factors; no specific amount or pay cadence is stated.