Business Development Professional

5 days ago


Montreal Quebec, Québec, Canada Compunnel Inc. Full time

12 months contract

Pay: $40-45/hr on T4

Hybrid – 4 days in office per week


As a Business Development Manager (BDM), you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas. With a proven understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions.

As an active participant in a dynamic team consisting of an External Wholesaler and Territory Coordinator, your main objective will be to drive sales growth and effectively maintain relationships within a specified region.

Exceptional knowledge of wealth products, such as Mutual Funds, OM and Alternative Funds, ETFs and Separately Managed Accounts, will be beneficial as you grow your career.

Who we are looking for:

• Proven track record to persuade and negotiate through consultation and active listening skills

• Effective presentation skills and delivery to engage with different audiences

• Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business

• Proven sales competence, business development and prospecting proficiency

• Interest in technological advancements as a way to improve efficiencies and effectiveness

• Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications

• An expert in Wealth Management solutions and strategies

Candidate Requirements/Must Have Skills:

1. Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management

2. Minimum 1 year experience in Finance. Strong knowledge of Wealth Management products (mutual funds, ETFs) and an understanding of global financial markets

3. Proven track record to persuade and negotiate through consultation and active listening skills.

4. Effective presentation skills and delivery to engage with different audiences.

5. Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business.

6. Proven sales competence, business development and prospecting proficiency

7. Interest in technological advancements to improve efficiencies and effectiveness.

8. Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications



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