Rbc
Wealth Management
BusinessDevelopmentAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Development Associate at Rbc. Skills: Sales, Client Relationship Management, Territory Sales Planning, Sales Enablement. Provide pre- and post-sales planning, support and relationship management. Partner with District Vice Presidents (DVP) and Business Development Managers (BDM) to meet territory team sales objectives”
What You'll Achieve.
Meeting territory team sales objectives; Retain assets and increase sales; Deliver valued insights; Effectively position RBC GAM and RBC iShares as a primary partner; Promote the execution of the territory business plan; Mitigate regulatory risk; Proactively secure meetings for the DVP; Provide exceptional service and responses to requests, inquiries and/or operational cases; Generate leads and/or sales opportunities
Industry & Context.
Group Problem Solving
What They're Looking For.
Must Have
Completion of the Canadian Securities Course (CSC) or currently enrolled, Previous experience in a sales or client-facing role, An interest in capital markets, Excellent written and verbal communication skills, Ability to build credibility and rapport with clients, peers and partners via email, phone or in-person, Proficiency with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) and CRM
Nice to Have
Mutual funds industry experience, Knowledge of wealth management business, Previous experience working with Salesforce, WebEx, Fund Comparison Tools and/or Morningstar
What You'll Do.
Provide pre- and post-sales planning
support and relationship management
Partner with District Vice Presidents (DVP) and Business Development Managers (BDM) to meet territory team sales objectives
Plan and execute territory sales plans to retain assets and increase sales
Cultivate relationships with Investment Advisors
Deliver valued insights to effectively position RBC GAM and RBC iShares
Promote the execution of the territory business plan
Conduct sales enablement activities
Build and maintain relationships
Mitigate regulatory risk by executing our Sales Practices Policy
Effectively position the value of RBC GAM to Investment Advisors to proactively secure meetings for the DVP
Build long lasting relationships with Investment Advisors and key partners
Provide exceptional service and responses to requests
inquiries and/or operational cases
Act as the subject matter expert of all Sales Practices and Process (compliance) elements within the territory
sourcing and execution of territory promotional campaigns and/or events
Participate on-site at events as necessary
Engage in the discovery
identification and management of the territory opportunity pipeline
Generate leads and/or sales opportunities by pulling and analyzing sales reporting data and/or fund comparisons and portfolio reviews
Reconcile DVP monthly expenses
Manage territory budgets
How You'll Work.
Team & Collaboration
Partnering with the District Vice Presidents (DVP) and Business Development Managers (BDM); Working in partnership with their territory team; Building and maintaining relationships with Investment Advisors and key partners; Building credibility and rapport with clients, peers and partners; Working together to deliver trusted advice; Collaborative, progressive, and high-performing team environment
Communication Scope
Excellent written and verbal communication skills; Ability to build credibility and rapport with clients, peers and partners via email, phone or in-person
Process & Methodology
Planning, sourcing and execution of territory promotional campaigns and/or events
Full Job Description
**_Job Description_** **What is the opportunity?** The Business Development Associate (BDA) plays an important role within the Advisor Channel Sales (ACS) team by providing pre- and post-sales planning, support and relationship management. BDAs contribute to meeting territory team sales objectives by partnering with the District Vice Presidents (DVP) and Business Development Managers (BDM). The team works together to plan and execute their territory sales plan to retain assets and increase sales by cultivating relationships with Investment Advisors and delivering valued insights to effectively position RBC GAM and RBC iShares as a primary partner for delivering investment solutions for their clients’ portfolios. Working in partnership with their territory team, the BDA’s key responsibilities are to promote the execution of the territory business plan by conducting sales enablement activities, building and maintaining relationships and mitigating regulatory risk by executing our Sales Practices Policy within two defined territories. For more information, please visit: __ **What will you do?** * Effectively position the value of RBC GAM to Investment Advisors to proactively secure meetings for the DVP * Build long lasting relationships with Investment Advisors and key partners to provide exceptional service and responses to requests, inquiries and/or operational cases * Act as the subject matter expert of all Sales Practices and Process (compliance) elements within the territory * Lead the planning, sourcing and execution of territory promotional campaigns and/or events and, as necessary, participate on-site * Engage in the discovery, identification and management of the territory opportunity pipeline * Generate leads and/or sales opportunities by pulling and analyzing sales reporting data and/or fund comparisons and portfolio reviews * Reconcile DVP monthly expenses and manage territory budgets **What do you need to succeed?** **Must Have** * Completion of the Canadi
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