RBC

Business Development Associate

RBC

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$55,000 - CA$90,000 per year

About the role

  • 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

Requirements

  • Previous experience in a 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, PowerPoint) and CRM
  • Mutual funds industry experience (Nice to Have)
  • Completion of the Canadian Securities Course (CSC) (Nice to Have)
  • Knowledge of wealth management business (Nice to Have)
  • Completion or enrolment in an advanced financial services designation such as CIM or CFA (Nice to Have)
  • Previous experience working with Salesforce, Webex, Fund Comparison Tools and/or Morningstar (Nice to Have)
Benefits
  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation
  • Commissions and stock where applicable
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales reporting analysisfund comparisonsportfolio reviewsbudget managementpromotional campaign executionclient relationship management
Soft Skills
communicationrelationship buildingcredibilityrapportclient service
Certifications
Canadian Securities Course (CSC)CIMCFA