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Business Development Associate

Business Development Associate

0000050353 The Royal Trust Company1 PLACE VILLE MARIE : MONTRÉAL
30+ days ago
Salary
CAD70000–CAD75000 yearly
Job type
  • Full-time
Job description

Job Description

What is the opportunity? The Business Development Associate (BDA) plays an important role within the Advisor Channel Sales (ACS) team by providing pre- and post-sales planning, support, and relationship management. BDAs contribute to meeting territory team sales objectives by partnering with the District Vice-Presidents (DVP) and Business Development Managers (BDM). The team works together to plan and execute their territory sales plan to retain assets and increase sales by cultivating relationships with Investment Advisors and delivering valued insights to effectively position RBC Global Asset Management (RBC GAM) and RBC iShares as a primary partner for delivering investment solutions for their clients’ portfolios. What will you do?

  • Effectively position the value of RBC GAM to Investment Advisors to proactively secure meetings for the DVP
  • Build long-lasting relationships with Investment Advisors and key partners to provide exceptional service and responses to requests, inquiries, and operational cases
  • Act as the subject matter expert of all Sales Practices and Process (compliance) elements within the territory
  • Lead the planning, sourcing, and execution of territory promotional campaigns and events and, as necessary, participate on-site
  • Engage in the discovery, identification, and management of the territory opportunity pipeline
  • Generate leads and sales opportunities by pulling and analyzing sales reporting data, fund comparisons, and portfolio reviews
  • Reconcile DVP monthly expenses and manage territory budgets

What do you need to succeed?

Must-have

  • Bilingualism (English and French) required, as you will regularly do business with partners across Canada
  • Completion of the Canadian Securities Course (CSC), or obligation to successfully complete within 12 months of start date
  • Previous experience in a sales or client-facing role
  • An interest in capital markets
  • Ability to build credibility and rapport with clients, peers, and partners via email, phone, and in-person
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook) and CRM

    • Nice-to-have

  • Mutual funds industry experience
  • Knowledge of wealth management business
  • Previous experience working with Salesforce, WebEx, Fund Comparison Tools, and Morningstar

    • What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

    • Job Skills Additional Job Details

    Address :

    1 PLACE VILLE MARIE : MONTRÉAL

    City : MONTRÉAL

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : Wealth Management

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2024-05-30

    Application Deadline :

    2024-06-16

    I nclusion and Equal Opportunity Employment

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    We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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