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.

• 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.