Inside Business Development Manager - Advisor
New
Flexible remote work arrangement across Ontario and Quebec.Full-TimeManager
Salary85,500 - 125,500 CAD per year
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Job Details
- Languages
- English, French
- Experience
- 2+ years
- Required Skills
- Business DevelopmentSalesforceMicrosoft OfficeAccount ManagementCRMData analytics
Requirements
- Post-secondary education or equivalent experience in banking, insurance, financial services, or sales.
- 2+ years of experience in client-facing sales or business development, with a proven ability to grow and manage a client base.
- Strong communication and relationship-building skills, with the ability to engage and influence professional advisors.
- Ability to analyze sales data, manage territory performance, and execute structured business plans.
- Familiarity with CRM tools such as Salesforce and proficiency in Microsoft Office applications.
- Knowledge of banking, investment, or insurance products is an asset.
- Strong organizational skills with the ability to manage high activity volumes and prioritize effectively.
- Bilingualism (English and French) is an asset, and may be required for Quebec-based candidates.
Responsibilities
- Drive advisor engagement and sales activity by conducting high-volume outbound calls and meetings to promote financial products and solutions.
- Build, maintain, and expand relationships with financial advisors within a defined geographic territory.
- Support advisors through the end-to-end sales process, including product education, application support, and issue resolution.
- Develop and execute territory business plans in collaboration with internal partners and BDM teams.
- Leverage CRM tools and data insights (e.g., Salesforce, analytics platforms) to track performance and optimize outreach strategies.
- Contribute to business growth through proactive follow-ups, pipeline management, and marketing coordination.
- Collaborate across teams to share best practices, strengthen advisor relationships, and support overall sales effectiveness.
- Ensure compliance with internal policies, regulatory requirements, and training standards.
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