Business Development Associate

7 months ago

Waterloo, Canada Manulife Full time

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

A basic knowledge of retail wealth products, such as Segregated Funds, Guaranteed Interest Accounts and Annuities will provide you with a high probability of success in this role.

**Job Requirements**:

- Post-secondary education is required
- Strong written and verbal communication is required
- Strong PC skills and the ability to learn new technologies quickly. Experience using Microsoft Office, specifically, Word and Excel to produce reports for sales analysis (Pivot Tables and V Look Ups)
- Experience in banking or financial planning is an asset
- Experience in administrative duties
- Strong time management skills and the ability to prioritize
- Takes initiative, is a positive influence and thrives in a fast-paced work environment - a fast learner and self-starter
- Flexible and adaptable to change, including changing priorities and tight deadlines
- Strong problem-solving and analytical skills; ability to investigate problems without supervision
- Canadian Securities Course (CSC) or IFIC course is considered an asset
- Experience in segregated funds business or brokerage/financial planning industry is an asset
- Bilingualism (English/French/Mandarin) is an asset, but not required

**Key Accountabilities**

Marketing and Sales Support
- Coordinate and promptly distribute advisor marketing material requests, event sponsorships and charitable donations that adhere to Manulife’s policies
- Create mailing groups that target market segments to promote specific funds or product features
- Participate in the development, monitoring and execution of the Territory Business Plan, including monitoring the wholesaler’s budgets and proactively identifying potential overages
- Act as a conduit to all sales and marketing activities to ensure maximum impact in the sales territory
- Collaborate with various departments (i.e., Compliance, Client Services, Marketing, Events, Product team) when needed

Utilize and Leverage Technology
- Adhere to Canada Anti-Spam Legislation (CASL) when sending e-marketing campaigns (e-blasts)
- Collaborate with Digital Marketing to facilitate e-marketing campaigns and create templates
- Manage your wholesaling team’s eNewsletter distributions lists and e-marketing campaign strategy

Advisor Meetings/Small Events
- Coordinate regular team meetings with yourself, the BDM and DVP
- Request access to Portfolio Managers, Capital Markets and the Tax & Estate Planning Services team and prepare a briefing document to notify the speaker(s) of the advisor audience
- Assist your wholesaling teams in planning and executing educational, business promotional and industry professional events/activities (i.e. branch meetings, webinars, lunch or dinner meeting, etc.)
- Take ownership of the event planning including the booking the venue, choosing the menu (if applicable), creating and deploying the invite and follow-up, managing RSVPs, paying the vendors, tagging the advisors through Salesforce, remaining within budget, etc.
- Book local restaurants to support advisor meetings
- Source and distribute marketing materials and promotional items to advisors (as requested)
- You will be required to occasionally travel for training, meetings and potentially to execute certain territory events

**This is the job for you because you**:

- 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 problem-solving and analytical skills
- Investigate problems without supervision
- Learn quickly and are a self-starter who takes initiative and thrives in a fast-paced work environment
- Demonstrate tact and professionalism while mitigating risk
- You thrive in teams and enjoy getting things done together
- 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

LI-Hybrid

M-CA-IN-CM

**About Manulife and John Hancock**

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our

  • Business Development Manager

    6 months ago

    Waterloo, Canada Baseline Constructors Full time

    The Business Development Manager will plan and direct all aspects of the Construction business development objectives. Responsible for establishing initiatives to fulfil the annual sales plan, assessing new markets, developing new market initiatives, analyzing and obtaining business opportunities from new customers and sectors in Ontario. - Drive sales...

  • Director, Business Development

    7 months ago

    Waterloo, Canada MarshallZehr Full time

    **Director, Business Development (Land Development & Construction Financing)** **Who is MarshallZehr?** **MarshallZehr Group Inc (“MZ”)** provides customized construction and development financial solutions for high-performing real estate developers. Since 2008, MarshallZehr has grown to become one of Canada’s most trusted real estate capital...

  • Business Development Officer

    7 months ago

    Waterloo, Canada Hatashita International Full time

    About Hatashita International We are Canada's premier equipment supplier servicing the martial arts and combat sports market. We are known for our outstanding service and supplying only the best products in the world. Sales channels include: online, walk-in, wholesale, retail and institutional channels. We are a small company offering a friendly work...

  • Director, Business Development

    4 weeks ago

    Waterloo, Canada MarshallZehr Full time

    HYBRID 412 ALBERT STREET, WATERLOO, ONTARIO, CANADA, N2L 3V3 FULL-TIME. DECEMBER 6, 2024 Description **Director, Business Development (Land Development & Construction Financing)** *** **Who is MarshallZehr?** **MarshallZehr Group Inc (“MZ”) **provides customized construction and development financial solutions for high-performing real estate...

  • Director, Business Development

    2 months ago

    Waterloo, Canada MarshallZehr Full time

    HYBRID 412 ALBERT STREET, WATERLOO, ONTARIO, CANADA, N2L 3V3 FULL-TIME. NOVEMBER 8, 2024 Description **Director, Business Development (Land Development & Construction Financing)** *** **Who is MarshallZehr?** **MarshallZehr Group Inc (“MZ”) **provides customized construction and development financial solutions for high-performing real estate...

  • Director, Business Development

    4 months ago

    Waterloo, Canada MarshallZehr Full time

    HYBRID 412 ALBERT STREET, WATERLOO, ONTARIO, CANADA, N2L 3V3 FULL-TIME. SEPTEMBER 6, 2024 Description **Director, Business Development (Land Development & Construction Financing)** *** **Who is MarshallZehr?** **MarshallZehr Group Inc (“MZ”) **provides customized construction and development financial solutions for high-performing real estate...

  • Director of Entrepreneurship and Business Strategy

    3 weeks ago

    Waterloo, Ontario, Canada Conrad School of Entrepreneurship and Business, University of Waterloo Full time

    Are you a visionary leader with a passion for entrepreneurship and business? We invite you to apply for the position of Director at the Conrad School of Entrepreneurship and Business, University of Waterloo.About the RoleThe successful candidate will lead our School in implementing its strategic plan for education and research, shaping the direction of...

  • Business Development Representative

    7 months ago

    Waterloo, Canada RideCo Full time

    This is an opportunity in the exciting and fast-growing transportation technology industry. You’ll join a small and rapidly growing sales team and massively lift the company’s growth trajectory. As a Business Development Representative, you’ll be responsible for developing technology solutions with new and existing customers in the public transit as...

  • Visionary Leader for Entrepreneurship and Business Innovation

    4 weeks ago

    Waterloo, Ontario, Canada Conrad School of Entrepreneurship and Business, University of Waterloo Full time

    The Conrad School of Entrepreneurship and Business at the University of Waterloo is a hub for innovative education and research, fostering a community of entrepreneurs, innovators, and industry leaders. We are seeking a talented individual to take on the role of Director, driving our strategic plan for education and research while shaping the direction of...

  • Associate, Portfolio Business Solutions

    7 months ago

    Waterloo, Canada SLC Management Full time

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over...

  • Business Development Manager

    7 months ago

    Waterloo, Canada Keurig Dr Pepper Full time

    Job Overview: **Great Brands & Great People.** As part of the Keurig Dr. Pepper family, Van Houtte Coffee Services was founded on the heritage of generations of coffee service entrepreneurs and pride ourselves on the highest levels of customer service day-in and day-out. Founded upon the knowledge of nearly a century of roasting expertise, Van Houtte...

  • Entrepreneurship and Business Leadership Opportunity

    4 weeks ago

    Waterloo, Ontario, Canada Conrad School of Entrepreneurship and Business, University of Waterloo Full time

    Are you an accomplished academic leader with a passion for entrepreneurship and business? The Conrad School of Entrepreneurship and Business at the University of Waterloo seeks an exceptional Director to drive its strategic vision forward. As a key member of the Faculty of Engineering, this role offers unparalleled opportunities for innovation and...

  • Director, Business Development

    4 weeks ago

    Waterloo, Canada MarshallZehr Full time

    Who is MarshallZehr?MarshallZehr Group Inc (“MZ”) provides customized construction and development financial solutions for high-performing real estate developers...The OpportunityWe are looking to add a Director, Business Development to the MarshallZehr team...Sourcing and Arranging TransactionsIdentify new clients and build a sales pipeline of qualified...

  • Director Business Development

    3 weeks ago

    Waterloo, Canada MarshallZehr Full time

    p>Director, Business Development (Land Development & Construction Financing)Who is MarshallZehr?MarshallZehr Group Inc (“MZ”) provides customized construction and development financial solutions for high-performing real estate developers. Since 2008, MarshallZehr has grown to become one of Canada’s most trusted real estate capital partners. We add...

  • Visionary Leader for Entrepreneurship and Business Innovation

    3 weeks ago

    Waterloo, Ontario, Canada Conrad School of Entrepreneurship and Business, University of Waterloo Full time

    At the Conrad School of Entrepreneurship and Business, University of Waterloo, we are seeking a seasoned Director to spearhead our strategic plan for education and research. As a key member of the Faculty of Engineering, you will play a pivotal role in shaping the direction of our institution.The successful candidate will possess a relevant PhD degree, be...

  • Business Development Assistant

    7 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 16 months** The Business Development Assistant is accountable for supporting all aspects of Print + Retail Solutions’ (P+RS) custom order program, including sourcing, purchasing, pricing and inventory management of customized merchandise and promotional items, with a focus on university-branded apparel and supplies. The incumbent handles...

  • Business Development Specialist

    4 weeks ago

    Waterloo, Ontario, Canada Gallagher Benefit Services Full time

    Gallagher Benefit Services is a leading provider of employee benefits and HR consulting solutions, empowering businesses to create workplaces that thrive. We're seeking a talented Business Development Specialist to join our team, driving revenue growth through strategic partnerships and innovative solutions.About the RoleThis exciting opportunity will see...

  • Business Development Specialist

    6 months ago

    Waterloo, Canada BicDroid Full time

    **BicDroid Inc. - Waterloo, ON**: Located in Waterloo, ON, Canada, BicDroid Inc. ("BicDroid") is a world technology leader in data and cyber security and has been selected by "Fortune Global 500" companies to protect their server data, enhance the security of their smartphones, and provide secure and reliable remote work solutions for their employees. Built...

  • Business Development Analyst

    4 days ago

    Waterloo, Canada MarshallZehr Full time

    **Business Development Analyst** **Who is MarshallZehr?** **MarshallZehr Group Inc. (“MZ”)** is an industry leader, providing select mortgage lending and customized financial opportunities in real estate construction and development, headquartered in Waterloo, ON. Specifically, we specialize in financing transformative projects (ground-up and...

  • Sales Associate

    3 weeks ago

    Waterloo, Canada Ricki's Full time

    **Ricki's** **Sales Associate** **Conestoga Mall - Waterloo, Ontario** **Part Time** As a Sales Associate with Ricki’s you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** - Expand your...