Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative).
Managing activity for the territory.
Clearing the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries and follow up with key contacts to maintain advisor confidence in sales process.
Reporting on Salesforce opportunities, segmentation & activity management and in COGNOS reporting on sales results.
Preparing for special events and campaigns.
Implementing operational and sales support tactics.
Facilitating weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory.
Ensuring data integrity by inputting and maintaining advisor related information in CRM database, Salesforce, as changes are required.
Providing general administrative support.
Participate and attend sales conferences and meetings.

Are growth oriented, self-starters, problem solvers, active listeners, and passionate about wealth management/investing, the markets, finding solutions, and working with people.
Completed post-secondary education, Commerce (or related) degree.
Are completing, completed, or are strongly motivated to complete their CSC/IFIC certification.
Have experience in sales or hospitality industries, or any experience which requires strong communication skills and is client-facing.
Are focused on and are interested in building strong, collaborative relationships.
Have strong organizational skills, ability to prioritize, and meet deadlines.
Are goal oriented and are passionate about learning how various sales processes can provide a clear path for the sales team to drive sales results.

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

Business Development Associate – 12-month Contract

Key skills