Business Development Manager - Québec

iA Financial Group•Montreal, QC

6d•Hybrid

About The Position

As a Business Development Manager, you will work closely with the regional Business Development Team to grow productivity in our Mass Market advisors by engaging in proactive business planning, case consultations, training, practice management and succession planning discussions. Business Development Managers are the primary contact for their aligned advisors and work in direct collaboration with their regional teams to ensure the right support is being given to the right advisor at the right time. They also provide secondary support to the Strategic Relationships team as needed.

Requirements

5+ years financial services industry experience
Demonstrated experience as an effective relationship builder
Demonstrated sales experience
Demonstrated experience as a coach
Demonstrated ability to leverage team resources to drive sales
Ability to prioritize tasks and self-manage
Ability to present effectively in both virtual and in person environments
Ability to adhere to compliance legislation and guidelines
Aptitude for and willingness to quickly adapt to new technologies
Effective communication skills including verbal, in-person, written, and social platforms
Ability to manage emotion and impulses to absorb constructive feedback
Ability to manage various personalities and situations
Ability to evaluate how results are tracking to plan; identifying when to pivot to accomplish results
Understanding of the regulatory environment in Quebec.
College Diploma, University degree, or equivalent experience
Current Insurance of Persons license
Advanced level of the English and French language required as incumbent will need to handle case consultations, network and build relationships with English-speaking advisors and colleagues on a weekly basis

Nice To Haves

LOMA courses, CHS, CLU, Pl. Fin.

Responsibilities

Proactively build and sustain strong working relationships with regional business development team and aligned advisors.
Collaborate with the regional Advanced Markets team to support complex or large case opportunities
Develop the deepest understanding of your primary aligned advisors and complete “Know Your Advisor” documents.
Build out business plans with business goals for engaged advisors.
Prepare and deliver presentations to numerous stakeholders, including training to advisors.
Collaboratively contribute to the regional growth strategy by attracting new advisors to PPI
Maintain and regularly update Activity Tracker and Recruitment Tracker to record advisor activities/interactions.
Adhere to compliance and regulatory standards through documentation, training and demonstration of behaviour and actions aligned to standards.
Monitor new business cases from submission through placement, proactively connecting with advisors for any support needed to settle their cases.
Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.
Achievement of personal sales activity objectives as assigned.
Maintain a high degree of industry and product knowledge.