Business Development Associate

6 months ago

Montréal, 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 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 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
- 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**
- Post-secondary 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 work-life balance. Professional development and leadership opportunities.

**Our commitment to you**
- Values-first culture
We lead with our Values every day and bring them to life together.
- Boundless opportunity
We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
We invite you to help

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