Business Development Associate

Manulife Wealth & Asset Management is a leading international financial services provider. They are seeking a Business Development Associate to support the sales team by building relationships with advisors, assisting in business development initiatives, and managing territory budgets.

Responsibilities

• Build and manage 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
• Handle territory budgets
• Facilitate weekly team meetings
• Orchestrate 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
• Use mass email tool to handle email territory distribution lists, execute e-marketing campaigns and run tracking reports to analyze campaign success
• Provide guidance to sales teams regarding internal Manulife policies and industry regulations governing sales practices

Skills

• Post-secondary education preferred
• Canadian Securities Course (CSC) or IFIC course is considered an asset
• Experience in Mutual Fund business or brokerage/financial planning industry is an asset

Benefits

• Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
• Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• Financial education and counseling resources
• Generous paid time off program in Canada includes holidays, vacation, personal, and sick days
• Full range of statutory leaves of absence

Company Overview