We are currently seeking a full-time permanent Business Development Manager eager to join our Client & Product Solutions team, to cover Advisors in the province of Quebec. As a Business Development Manager, you will be responsible for driving sales and promoting our full suite of investment solutions to Advisors in Quebec. With strong knowledge of Mutual Funds, Liquid Alternatives, and Hedge Funds, you will identify new business opportunities and support advisor relationships.

Reporting to the Director of Retail Distribution, you will be part of a high-performing sales team and collaborate closely with portfolio managers and business strategists. The duties and responsibilities of the Business Development Manager include but are not limited to: Strategic Input: Contributes to sales and client strategy development by sharing insights and best practices.

Territory Development: Supports business planning and identifies growth opportunities within the assigned region. Identifies and cultivates new advisor relationships through proactive outreach and lead generation.

Relationship Management: Builds and maintains strong connections with advisors through regular touchpoints and occasional travel. Delivers prompt, qualified support to existing clients and manages follow-up activities.

CRM Documentation: Captures all client and prospect interactions in CRM with clear, detailed notes.

Pipeline Management: Tracks lead activity and progression through the sales funnel with accuracy. Leverages CRM capabilities to maximize productivity and drive Sales Strategy – Practices a consultative approach to sales along with strong business development skills to build rapport and establish credibility with clients.



Technical knowledge – Confidently demonstrates knowledge of Wealth Management products and an understanding of global financial markets.

Communication – Communicates clearly and eloquently both verbally and in writing and displays exceptional interpersonal skills when working with clients as well as team. Degree in Business, Finance, or a related Minimum of two (2) to five (5) years of sales experience in the financial services, investment, or related industry, ideally with knowledge of advisor practice management. Proven experience with organizing, prioritizing, and executing individual and team sales plans and activities.

Extensive experience working with a CRM Fluency in both French and English, written and spoken, is required.

Position Type: Full-Time Artificial Intelligence may be used as part of this recruitment initiative Exceptional single and family benefits package that includes health, dental and vision insurance plus additional Health Care Spending and Wellness credits. Employee and Family Assistance Program to support mental wellbeing extended to all family members in your household. Opportunities for professional and personal growth through: Internally curated Leadership Skills training program Community outreach and monthly social events organized through our volunteer-led committees.

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. With over 135 employees and approximately $21 billion in assets under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients. #

📌 Full-Time DIRECTOR OF BUSINESS DEVELOPMENT (Quebec City)
🏢 Socket.dev
📍 Quebec City