Deliver bottom line wealth sales growth by working in collaboration with our Directors Business Development (Wealth) to generate sales and meet and exceed sales targets
Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a through a limited amount of face to face interaction
Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
Lead generation of prescribed conversion rates and sales targets
Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs) with existing advisors in the territory
Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating wealth solutions into their book of business
Represent the wealth business as an expert consultant in matters related to; the wealth industry, product, regulatory and advice on private wealth solutions
Provide pre and post-sales support by developing/providing sales strategies, concepts, marketing ideas and support.
Contribute to and consider new approaches to doing business with advisors and clients

Post-secondary education in a related field (i.e. Business School or College degree or diploma)
2-5 years’ experience in the financial services/investment industry preferred
Industry specific designations such as CSC or IFIC are an asset
Strong interpersonal/relationship-building skills and a work ethic that demonstrates you are sales and results oriented, a motivated self-starter, career focused, dynamic and involved in extracurricular activities
Excellent social skills and thrives in a team environment
Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
Great telephone etiquette with the ability to manage high call volumes
Negotiation skills; perseverance when encountering discouraging setbacks
Competency in investment product knowledge, tools and sales concepts and having an in-depth marketplace awareness and awareness of the impact of developments and trends on the organization and the industry

Career Development : Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Financial Security: Company-matching pension plan, share ownership program and additional investment options.
Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis on Community : We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Business Development Manager

Key skills