Business Development Manager

Role overview

Responsibilities

• Promote and sell bank products and services to meet sales objectives; develop and submit monthly sales strategy plans.
• Source and grow partnerships with Investment Advisors, Dealers, MGAs, insurance agents, and deposit brokers.
• Track sales activities in the bank’s CRM system and report results and action plans.
• Resolve escalated issues with internal stakeholders to support client retention and business growth.
• Maintain territory relationships, respond to clients, and prepare and deliver presentations for meetings, groups, and conferences.
• Provide feedback on product development and initiatives, and represent Business Development with stakeholders as needed.
• Keep current with legislation and bank policies; execute the sales process effectively and attend industry events as required.

Qualifications

• 4 to 6 years of business development experience in financial services.
• Knowledge of investment lending products and services, mutual funds, segregated funds, RRSPs, and deposit products.
• Established network of insurance and mutual fund advisors in Western Canada.
• Professional presentation and public-speaking skills; effective listening and customer relationship skills.
• Proficiency with Microsoft Office; ability to work with minimal supervision, multitask, meet deadlines, and remain professional under pressure.
• Frequent territory travel is required; a valid driver’s licence and access to an automobile are essential.
• Evening and weekend flexibility for industry events is required.
• Mandarin/Cantonese verbal and written communication skills are an asset.

Work model

• The bank describes a hybrid work model based on business needs; frequent travel within the assigned territory is required.

Compensation and benefits

• Annual base salary is determined based on internal equity, skills, and experience; performance-based bonuses are part of total compensation.
• The bank describes benefits including paid time off, health and wellness programs, group insurance, a defined contribution pension, and discounts on products and services.