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 GAM and RBC i Shares as a primary partner for delivering investment solutions for their clients’ portfolios.

For more information, please visit: https://www.rbcgam.com/en/ca/
Please note that this position is for a 12-month fixed term contract.


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/or 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/or events and, as necessary, participate on-site
  
• Engage in the discovery, identification and management of the territory opportunity pipeline
  
• Generate leads and/or sales opportunities by pulling and analyzing sales reporting data and/or fund comparisons and portfolio reviews
  
• Reconcile DVP monthly expenses and manage territory budgets
  
• Travel regionally and/or nationally to participate in semi-annual Regional Team Meetings and National Sales Conferences
  

What do you need to succeed?
Must Have

• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
  
• Enrollment or completion of the Canadian Securities Course (CSC)
  
• Previous experience in sales or client-facing role
  
• An interest in capital markets
  
• Excellent written and verbal communication skills
  
• Ability to build credibility and rapport with clients, peers and partners via email, phone or in-person
  
• Proficiency with Microsoft Office Suite (Outlook, Excel, Word, Power Point) and CRM
  

Nice to Have

• Mutual funds industry experience
  
• Knowledge of wealth management business
  
• Previous experience working with Salesforce, Web Ex, Fund Comparison Tools and/or 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.

• 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
Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting
Additional Job Details
1 PLACE VILLE MARIE:MONTRÉAL MONTRÉAL Canada 37.5 Full time WEALTH MANAGEMENT Contract (Fixed Term) Salaried 2024-11-25 2024-12-10 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above