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Intermediate Business Development Associate

B2B Bank

This is a Contract position in Toronto, ON posted February 6, 2018.

As an active member of the Business Development team, the incumbent will source and develop new and existing partnerships with Financial Advisors and Mortgage Brokers. This includes supporting and executing on various sales activities, sales campaigns and Business Development and/or Marketing driven initiatives to build sales momentum and contribute to the maximization of gross sales. To be successful in the role, the incumbent must be well-versed in all products and services offered by B2B Bank, including Investment and RSP Loans, Mortgages, Banking Services, Deposits and Investment Accounts. The incumbent must also bring a minimum of 2 years of related sales and/or customer service experience within the financial services industry.Proactively promote B2B Bank products and programs to existing and prospective Financial Advisors and Brokers via telephone and email.   Cold-call existing and prospective clients to provide both product and value added programs, and assist them in selecting B2B Bank products that will meet their business needs.   Respond to client inquiries, follow-up on sales leads and cross-sell to existing customer base. Qualify sales opportunities for Business Development Managers, aligned by territory, and book meetings as necessary.   In conjunction with the Manager, Inside Sales, conduct market analysis to identify and develop business opportunities for targeted clients in order to increase sales volume. Work as part of a team in support of sales and marketing activities including, trade shows, conferences, marketing campaigns/promotions and client presentations. Capture and maintain accurate and up to date client information in in-house system (Empower). Develop in-depth knowledge of all B2B Bank products and programs.   Remain current on the various legislation, procedures, standards and policies related to the products and services offered by B2B Bank.   Communicate information as necessary with clients and Business Development team members. Liaise with various internal departments for problem resolution and enhance overall customer experience.   Follow up with necessary parties for sales leads. Achieve sales, asset growth, activity and prospecting goals and targets as assigned.University Degree in a business or related field, and minimum 2 years of related sales and/or customer service experience within the financial services industry. or College Diploma in a business or related field, and 3 to 5 years of related sales and/or customer service experience within the financial services industry. Completion of Canadian Securities Course (CSC) and/or the Investment Fund Institute of Canada (IFIC) is preferred. Strong listening, interpersonal, verbal and written communications skills are required for the role. Ability to effectively influence, persuade and operate at all levels of the organization, as well as externally. Proficiency with Microsoft Outlook, Excel, Word & Powerpoint, as well as other business applications. Demonstrated ability in core and role specific competencies including: Listening, Results Orientation, Relationship Building, Influencing, Problem Solving and Adaptability. Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset. Bilingual (French/English) verbal and written communication skills are assets.We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender.   Qualified candidates will be contacted. No unsolicited Agency referrals please.

Skills Required

  • Education level: None
  • Work experience (years): None


Salary: N/D

How to Apply

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