01 Aug
|
Royal Bank of Canada
|
Montreal
01 Aug
Royal Bank of Canada
Montreal
What is the opportunity?
The Business Development Associate (BDA) plays an significant role within the Advisor Channel Sales (ACS) team by providing pre- and post-sales planning, support, and relationship management. BDAs contribute to meeting territory team sales objectives by partnering with the District Vice-Presidents (DVP) and Business Development Managers (BDM). The team works together to plan and execute their territory sales plan to retain assets and increase sales by cultivating relationships with Investment Advisors and delivering valued insights to effectively position RBC Global Asset Management (RBC GAM) and RBC iShares as a primary partner for delivering investment solutions for their clients’ portfolios.
What will you do?
Effectively position the value of RBC GAM to Investment Advisors to proactively secure meetings for the DVP
Build long-lasting relationships with Investment Advisors and key partners to provide exceptional service and responses to requests, inquiries, and operational cases
Act as the subject matter expert of all Sales Practices and Process (compliance) elements within the territory
Lead the planning, sourcing, and execution of territory promotional campaigns and events and, as necessary, participate on-site
Engage in the discovery, identification, and management of the territory opportunity pipeline
Generate leads and sales opportunities by pulling and analyzing sales reporting data, fund comparisons, and portfolio reviews
Reconcile DVP monthly expenses and manage territory budgets
What do you need to succeed?
Must-have
Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs
Completion of the Canadian Securities Course (CSC), or obligation to successfully complete within 12 months of start date
Previous experience in a sales or client-facing role An interest in capital markets
Ability to build credibility and rapport with clients, peers, and partners via email, phone, and in-person
Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook) and CRM
Nice-to-have
Mutual funds industry experience
Knowledge of wealth management business
Previous experience working with Salesforce, WebEx, Fund Comparison Tools, and Morningstar
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Additional Job Details
Address
1 PLACE VILLE MARIE:MONTRÉAL
City
Montréal
Country
Canada
Work hours/week
37.5
Employment Type
Full time
Platform
WEALTH MANAGEMENT
Job Type
Regular
Pay Type
Salaried
Posted Date
2026-06-09
Application Deadline
2026-08-17
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
📌 Business Development Associate (Montreal)
🏢 Royal Bank of Canada
📍 Montreal