Morningstar’s Business Development &

• Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. Advisor, Asset Management, Retirement, Redistributor, and Commodities &

• Energy. Morningstar’s Business Development &

• Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. Advisor, Asset Management, Retirement, Redistributor, and Commodities &

• Energy.

The Morningstar Canada Business Development

Team seeks a highly motivated Vice President, Business Development, focused on impactfully growing a book of assigned clients and prospects across the various segments, most notably within the Advisor and Asset Management segments. You will represent Morningstar’s suite of capabilities including Data, Research, Software and will work with Specialists Sales on opportunities for Market Data, Sustainable Investing (ESG), Financial Planning, Buy-Side solutions, etc. The role requires some travel approximated at 5-10%.

Uncover client business needs and work with Client Solutions and Products teams to identify the optimal solution. Forecast and proactively uncover sales opportunities with clients and prospects. Build a deep understanding of our clients’ businesses and deliver a high level of customer centricity.

Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams.



Work well within a team-based sales framework that includes strong collaboration with sales specialists, pre-sales consultants, and product leaders to execute on growth and retention strategies within the client accounts. Develop and maintain sales forecasting, pipeline activity and opportunity progression all within SalesForce.

Bilingual in French and English At least ten (10) years of sales and account management experience in the finance and investment industry. Proven track record of exceeding prior annual sales targets. Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands‑on, organized approach.

Robust leadership, long-range strategic planning, and time-management skills Bachelor's Degree. MBA or CFA a plus.

Base Salary Range: 120,000-170,000 CAD If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately.

In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. In most of our locations, our hybrid work model is four days in-office each week.

Canada) Legal Entity #

📌 VP, Business Development - Data, ESG & Financial Solutions (Quebec City)
🏢 Morningstar
📍 Quebec City