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Job Description
What is the opportunity?
RBC Dominion Securities is currently seeking a dynamic Business Development Assistant. You will be a people person who loves social interactions and building relationships. This is a great opportunity to gain experience in the wealth management industry with a top-performing team. This opportunity is a casual work arrangement with approximately 15 hours of work per week.
What will you do?
- Cold-call potential clients to book financial reviews with an Investment Advisor
- Assist in retrieving key documents
- Assist with the proposal development process
- Develop and nurture the business opportunity leads and the sales pipeline through cold-calls, follow-up calls, and emails
- Provide the Investment Advisor with regular updates regarding client leads
- Assist with the advisory team's social media prospecting strategy, marketing initiatives, and adding leads to the newsletter database
What do you need to succeed?
Must-have
- Ability to make proactive phone calls to introduce new services
- Bilingualism (English and French) required in order to serve clients in the community with English speaking needs
- Motivation to achieve goals while working in a fast-paced, dynamic environment
- Outgoing personality with strong interpersonal skills
- Self-confidence and demonstrated ability to influence outcomes in conversations
- Ability to handle rejection and stay positive
- Ability to work independently
- Ability to multi-task and prioritize work
Nice-to-have
- Experience communicating with clients by phone in a contact/call centre
- Sales experience
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)
- University degree
- Understanding of entrepreneurs and business owners
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.
- Opportunity to learn invaluable sales and prospecting skills with a top-performing advisory team at RBC Dominion Securities
- One-on-one coaching with an Investment advisor
- Ability to contribute to positive outcomes for potential clients
- Opportunity to learn the wealth management industry
- Results-based incentives with a competitive hourly wage
Job Skills
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Inclusion and Equal Opportunity Employment
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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