What is the opportunity?

The Business Development Associate (BDA) plays an important 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
- Solid 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 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

📌 Business Development Associate (Montreal)
🏢 Socket.dev
📍 Montreal