Business Development Associate

Permanent Full Time 

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We are looking for a Business Development Associate.

Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft.

As a Business Development Associate (Wealth), you will support the sales team by providing activity management and case support to ensure the right follow up and coordination through the sales process are met and allow the sales team to focus on generating new sales and growing the advisor base.  You will also be part of supporting the implementation of multiple territory business plans.

What you will do:

• Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
• Managing activity for the territory
• Clearing the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries and follow up with key contacts to maintain advisor confidence in sales process
• Reporting on Salesforce opportunities, segmentation & activity management and in COGNOS reporting on sales results
• Preparing for special events and campaigns
• Implementing operational and sales support tactics
• Facilitating weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
• Ensuring data integrity by inputting and maintaining advisor related information in CRM database, Salesforce, as changes are required
• Providing general administrative support
• Participate and attend sales conferences and meetings

We are looking for individuals who:

• Are growth oriented, self-starters, problem solvers, active listeners, and passionate about wealth management/investing, the markets, finding solutions, and working with people
• Completed post-secondary education, Commerce (or related) degree
• Are completing, completed, or are strongly motivated to complete their CSC/IFIC certification
• Have experience in sales or hospitality industries, or any experience which requires strong communication skills and is client-facing
• Are focused on and are interested in building strong, collaborative relationships
• Have strong organizational skills, ability to prioritize, and meet deadlines
• Are goal oriented and are passionate about learning how various sales processes can provide a clear path for the sales team to drive sales results

This position will be located in the Calgary head office.

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The base salary for this position is between $50,900 - $76,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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