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
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