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Business Development Assistant
2 months ago
Business Development Assistant
RBC Dominion Securities is seeking a dynamic Business Development Assistant to join our team. As a key member of our wealth management team, you will be responsible for building relationships with potential clients and contributing to the growth of our business.
Key Responsibilities:
- Cold-call potential clients to book financial reviews with an Investment Advisor
- Assist in retrieving key documents
- Assist with the proposal development process
- Develop and nurture business opportunity leads and the sales pipeline through cold-calls, follow-up calls, and emails
- Provide the Investment Advisor with regular updates regarding client leads
- Assist with the advisory team's social media prospecting strategy, marketing initiatives, and adding leads to the newsletter database
Requirements:
- Ability to make proactive phone calls to introduce new services
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs
- Motivation to achieve goals while working in a fast-paced, dynamic environment
- Outgoing personality with strong interpersonal skills
- Self-confidence and demonstrated ability to influence outcomes in conversations
- Ability to handle rejection and stay positive
- Ability to work independently
- Ability to multi-task and prioritize work
Nice-to-Have:
- Experience communicating with clients by phone in a contact/call centre
- Sales experience
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)
- University degree
- Understanding of entrepreneurs and business owners
What We Offer:
- Opportunity to learn invaluable sales and prospecting skills with a top-performing advisory team at RBC Dominion Securities
- One-on-one coaching with an Investment advisor
- Ability to contribute to positive outcomes for potential clients
- Opportunity to learn the wealth management industry
- Results-based incentives with a competitive hourly wage
About RBC Dominion Securities:
RBC Dominion Securities is a leading wealth management firm that provides trusted advice to help our clients thrive and communities prosper. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
Join Our Team:
At RBC Dominion Securities, we are passionate about delivering exceptional service to our clients and communities. If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.
