Inside Business Development Manager - Advisor
This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Inside Business Development Manager – Advisor in Canada.
This role is centered on driving advisor engagement and business growth within a defined territory, acting as a key connector between financial advisors and sophisticated banking solutions. You will proactively build and manage relationships with advisors, helping them leverage tailored lending and wealth-building products to better serve their clients. The position combines high-volume outbound engagement with strategic relationship development, requiring both discipline and commercial insight. You will operate in a fast-paced, performance-driven environment where digital tools and data analytics support outreach and decision-making. The role also involves collaboration with internal partners to ensure seamless advisor experience and strong pipeline development. It is ideal for a commercially minded professional who thrives in relationship-based sales and financial services innovation.
Accountabilities:
- Drive advisor engagement and sales activity by conducting high-volume outbound calls and meetings to promote financial products and solutions.
- Build, maintain, and expand relationships with financial advisors within a defined geographic territory.
- Support advisors through the end-to-end sales process, including product education, application support, and issue resolution.
- Develop and execute territory business plans in collaboration with internal partners and BDM teams.
- Leverage CRM tools and data insights (e.g., Salesforce, analytics platforms) to track performance and optimize outreach strategies.
- Contribute to business growth through proactive follow-ups, pipeline management, and marketing coordination.
- Collaborate across teams to share best practices, strengthen advisor relationships, and support overall sales effectiveness.
- Ensure compliance with internal policies, regulatory requirements, and training standards.
- Post-secondary education or equivalent experience in banking, insurance, financial services, or sales.
- 2+ years of experience in client-facing sales or business development, with a proven ability to grow and manage a client base.
- Strong communication and relationship-building skills, with the ability to engage and influence professional advisors.
- Ability to analyze sales data, manage territory performance, and execute structured business plans.
- Familiarity with CRM tools such as Salesforce and proficiency in Microsoft Office applications.
- Knowledge of banking, investment, or insurance products is an asset.
- Strong organizational skills with the ability to manage high activity volumes and prioritize effectively.
- Bilingualism (English and French) is an asset, and may be required for Quebec-based candidates.
- Competitive total compensation package including base salary and performance-based incentives ($85,500 – $125,500 CAD range).
- Sales incentive programs rewarding strong performance and results.
- Comprehensive health, dental, vision, and mental health coverage.
- Retirement savings plans, including employer-matched contributions and financial wellness resources.
- Generous paid time off, including vacation, personal, sick days, and statutory holidays.
- Flexible remote work arrangement across Ontario and Quebec.
- Career development opportunities within a global financial services organization.
- Inclusive and supportive culture focused on learning, growth, and well-being.