Investly Business Development Associate - Calgary

TL;DR

Investly Business Development Associate (Fintech): Supports the Investly team in driving high-quality users and investors through sponsorships, partnerships, sales outreach, and event planning with an accent on regional strategy and cost-efficient growth. Focus on analyzing market trends, client feedback, and using AI tools to optimize tactics and meet acquisition targets.

Location: Hybrid schedule in Calgary office; current work authorization for Canada required.

Salary: $59,000–$71,000 (base + discretionary bonus).

Company

hirify.global’s investing app Investly providing guided investing portfolios for Canadians.

What you will do

• Identify and secure sponsorships and partnerships with local organizations to drive funded investors and AUM.
• Develop regional business development roadmaps and ensure compliance for events.
• Gather market trends, user data, and feedback to inform strategy and reports.
• Conduct outbound sales calls, emails, and meetings to support acquisition and retention.
• Plan, host, and manage client events, including venue booking and presentations on personal finance.
• Articulate Investly value proposition, build relationships, and meet monthly targets via social media and coaching.

Requirements

• University degree in finance, business administration, or equivalent; minimum 1 year in financial services, sales, or customer service.
• Excellent communication, presentation, persuasion, and relationship-building skills.
• Data-driven with CRM (e.g., Salesforce) and MS Office experience; ability to analyze metrics and prioritize workload.
• Current work authorization for Canada.

Nice to have

• Upselling and cross-selling techniques.
• Product knowledge to explain features and benefits.

Culture & Benefits

• Competitive compensation with base salary, performance bonus, and RRSP contributions after 6 months.
• Comprehensive health benefits from day one, including mental health support up to $5,000 annually.
• Parental leave top-up to 100% salary for 25 weeks, generous time off, and volunteer days.
• Home office equipment allowance up to $650 and extensive professional development with 11,000+ courses.
• Flexible working arrangements, diversity programs, and Employee Resource Groups.