обновлено 7 часов назад
Business Development Representative (Financial Services)
54 000 - 66 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development Representative (Financial Services) (Investment Management): Supporting financial advisors and investors with financial products, portfolio construction, market information, and investment planning in a B2B sales environment with an accent on consultative selling, product knowledge, and customer service. Focus on answering investment questions, developing client relationships, growing market share in a geographic territory, and building expertise through structured training and mentorship.
Location: Calgary office with a flexible hybrid schedule; current work authorization for Canada is required
Salary: CAD 54,000–66,000 annually, plus a discretionary performance bonus
Company
provides mutual funds, ETFs, and alternative funds to Canadian investors through financial planners, investment dealers, banks, and insurance companies.
What you will do
- Complete three weeks of training covering the investment business, financial products, and market fundamentals.
- Interact with financial advisors, investment professionals, support teams, and investors to provide high-quality customer service.
- Answer questions and support advisors and investors with short- and long-term investment planning.
- Work with a District Vice President and Business Development Manager to grow market share in a geographic territory.
- Participate in client events and continue developing through sales mentorship, coaching, and peer learning.
Requirements
- University degree completed or expected soon.
- Interest in the investment industry and financial markets.
- Desire to develop consultative selling skills and understand client investment needs.
- Ability to work independently and as part of a dynamic, fast-paced team.
- Self-discipline and sustained focus.
- Current authorization to work in Canada is required.
Culture & Benefits
- Flexible hybrid working arrangement.
- Structured sales development program covering communication, presentations, prospecting, objection handling, and business etiquette.
- Ongoing coaching, mentorship, and peer-to-peer learning opportunities.
- Internal career progression, with senior business development positions filled through internal promotions since 2016.
- RRSP contribution after six months of employment, with no employee matching required.
Hiring process
- Selected candidates are contacted for an interview.
- Accommodation is available during the application process upon request.
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