Business Development Associate

Position Responsibilities

• Build connections: Develop and maintain strong relationships with advisors and key internal partners.
• Plan for success: Contribute to the annual territory business plan and help execute it.
• Be the go-to resource: Prepare reports, fund proposals, and provide guidance on policies and regulations.
• Own the details: Schedule meetings, manage budgets, and coordinate weekly team sessions.
• Lead events: From planning to execution, organize impactful advisor and industry events.
• Drive marketing: Manage email campaigns, track results, and keep communication flowing.
• Collaborate: Act as the main point of contact for internal and external partners.

Required Qualifications

• Post-secondary education.
• You thrive in a fast-paced environment and juggle multiple priorities with ease.
• You’re a problem solver, detail-oriented, and proactive.
• You communicate clearly, work well in a team, and stay cool under pressure.
• A passion for learning and growing in the wealth management space.
• Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications

• CSC or IFIC certification (an asset).
• Experience in mutual funds or financial planning (an asset).
• You’re tech-savvy with Microsoft Office, and ideally familiar with Salesforce and SAP Concur.

Where This Role Can Take You

This is more than a job—it’s a career path. With structured training and mentorship, you can grow into a Business Development Manager role or

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