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.

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.

Lead the planning, sourcing, and execution of territory promotional campaigns and events and, as necessary, participate in office 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 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 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 Knowledge of wealth management business Previous experience working with Salesforce, WebEx, Fund Comparison Tools, and Morningstar 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 Full time 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 Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com #

📌 Business Development Specialist - Full time (Montreal)
🏢 RBC
📍 Montreal