Business Development Associate - Montréal, Canada - Manulife

Manulife

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world.

From our environmental initiatives to our community investments, we lead with values throughout our business.

To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive.

Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement
Hybrid

The opportunity
The sales team is looking for an energetic, motivated and focused team member. If you want to be part of a team that is at the center of sales activities, that constantly challenges you, and that provides an opportunity to make an impact for our clients, then this role is for you

As part of the Manulife Investment Management team, the Business Development Associate is one of the members of a wholesaling team that consists of a District Vice President and Business Development Manager.

Your mandate will be to partner with the sales teams in achieving a sales target.

To do this, you will be required to develop a thorough understanding of the sales needs of each of your territories, participate in business development initiatives, and work directly with advisors.

You are an effective communicator, well organized and demonstrate the ability to collaborate. You also take initiative, are a problem solver and are results
- and team-oriented. You will be required to occasionally travel for training, meetings, and the execution of territory events.

A basic knowledge of retail wealth products, such as mutual funds, segregated funds and ETFs will be beneficial to grow your career at Manulife Investment Management.

Responsibilities:

Build and maintain relationships with advisors and key internal Manulife partners
Provide input for the development and execution of the annual territory business plan
Assist in the preparation of reports and fund proposals for internal partners and investment advisors
Coordinating and participating in corporate and social events with industry professionals
Act as the main point of contact with internal and external partners
Schedule and confirm meetings for the District Vice President
Manage territory budgets
Facilitate weekly team meetings
Spearhead process for requesting Portfolio Manager access in the field
Plan and implement events right from the beginning planning stages, to the agenda to everything in between

How will you create impact?

Balance multiple priorities while maintaining a high level of accuracy and attention to detail
Are flexible and adaptable when dealing with changing priorities and tight deadlines
Excellent problemsolving and analytical skills
Investigate problems without supervision
Learn quickly and are a selfstarter who takes initiative and thrives in a fastpaced work environment
Demonstrate tact and professionalism while mitigating risk
Demonstrate strong PC skills with experience using Microsoft Office, especially Word and Excel; ability to learn new technologies quickly Are experienced with Salesforce and SAP Concur

What motivates you?

You obsess about customers, listen, engage and act for their benefit.
You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
You do what is right, work with integrity and speak up. You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

Postsecondary education
Canadian Securities Course (CSC) or IFIC course is considered an asset
Experience in Mutual Fund business or brokerage/financial planning industry is an asset

Where can this role take you?
Sales opportunities at Manulife cover a wide range of geographies, demographics and products.

This opportunity offers a long-term professional career path with a focus on business development within an established training program to become a Business Development Manager.

This role can also take you to a variety of other business units within Manulife, including but not limited to Banking, Insurance, Marketing and Product Management.

What can we offer you?

A competitive salary and benefits packages.
A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
A focus on growing your career path with us.
Flexible work policies and strong worklife balance. Professional development and leadership opportunities.

Our commitment to you