Business Development Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Business Development Manager based in Canada.

This is a fully remote, relationship-focused opportunity with travel across an assigned territory.The role is responsible for growing advisor and referral relationships while promoting a broad portfolio of banking products and <services.You>’ll act as a consultative partner, connecting client and advisor needs with relevant lending, deposit, and financial solutions.The position combines business development, territory management, sales strategy, financial expertise, and relationship <building.You>’ll collaborate with teams across wealth, insurance, and banking to create coordinated solutions and expand market opportunities.Success requires strong communication, influencing, negotiation, and presentation skills, along with the ability to operate <independently.It>’s an opportunity to make a tangible impact by helping customers and advisors make more informed financial decisions.

Accountabilities

• Develop, maintain, and expand advisor and referral relationships within an assigned geographic territory through regular strategic meetings and structured business planning.
• Promote banking products, services, and advice while identifying opportunities to increase adoption and improve sales effectiveness.
• Consult with advisors to understand their business and customer needs and demonstrate the value of coordinated banking, insurance, investment, lending, and deposit solutions.
• Develop, organize, and deliver business proposals, business cases, and case analyses tailored to advisor and customer requirements.
• Partner with wealth, insurance, and group representatives to increase awareness and adoption of debt management, lending, and deposit solutions.
• Build trusted relationships with advisors by providing consultative guidance, responding to business needs, and helping identify appropriate financial solutions.
• Share best practices with other Business Development Managers and contribute to improvements in products, services, sales strategies, and operational efficiency.
• Bring market insights and customer feedback into internal discussions to identify opportunities for innovation and service improvement.
• Manage the assigned territory strategically, balancing relationship development, sales objectives, customer needs, and organizational priorities.
• Present solutions and recommendations effectively to both individual stakeholders and larger groups.
• Travel throughout the assigned territory as required to meet with advisors, partners, and other stakeholders.

Requirements

• University degree or equivalent combination of relevant education and professional experience.
• At least 5 years of banking or credit experience, with a solid understanding of lending policies and practices.
• Experience in business development, relationship management, territory management, financial services sales, or a related field.
• Professional fluency in spoken and written Mandarin is required.
• Conversational Cantonese communication skills are considered an asset.
• Experience developing and executing business plans and managing a geographic territory.
• Strong consultative selling, persuasion, negotiation, and active listening skills.
• Ability to build and maintain significant professional relationships and influence stakeholders through credibility and expertise.
• Strong diplomacy and conflict-management skills, with the ability to address resistance while maintaining compliance with policies and standards.
• Excellent presentation and communication skills, including confidence presenting to both small and large groups.
• Innovative mindset with the ability to develop creative sales strategies, marketing concepts, and product applications.
• Knowledge of residential and commercial lending, banking products, and financial services.
• Knowledge of investment and life insurance products is an advantage.
• Industry designation such as AMP, completed or in progress, is preferred.
• Valid driver's license and access to a vehicle.
• Self-motivated, dynamic, customer-focused, and comfortable working independently in a remote environment.
• Strong ability to collaborate across teams and translate customer and advisor needs into practical business solutions.

Benefits

• Fully remote work arrangement from Canada.
• Competitive base compensation.
• Performance-based incentive compensation.
• Comprehensive and customizable health, dental, vision, mental health, disability, life, and AD&D benefits for eligible employees.
• Wellness and employee/family assistance programs.
• Retirement savings options, including pension and employer-matched share ownership programs for eligible employees.
• Financial education and counseling resources.
• Paid holidays, vacation, personal and sick days, plus statutory leaves.
• Training, ongoing coaching, and corporate support.
• Flexible environment focused on employee well-being, inclusion, and professional growth.
• Opportunities to collaborate with a broad network of banking, wealth, insurance, and financial-services professionals.
• Remote work with travel required within the assigned territory.