Business Development Assistant

Description:

Join our accomplished team at Raymond James Ltd. in Downtown Vancouver as a Business Development Associate. We're seeking individuals with strong communication skills and a knack for timely task execution. In collaboration with the Senior Wealth Advisor, you'll receive comprehensive mentoring and training to thrive in your role. Your positive attitude, attention to detail, and strong work ethic will pave the way for success. This full-time opportunity is based in our downtown Vancouver office and could lead to an Associate Financial Advisor role for the right candidate.

What will your role be responsible for?

As a Business Development Associate, you will:

• Reach out to potential clients via email and phone calls to identify business prospects and arrange meetings for the Senior Wealth Advisor;
• Manage and enhance our prospect database using Maximizer CRM;
• Contribute to the development and execution of our LinkedIn marketing strategy;
• Assist in organizing marketing events like prospect dinners, lunch and learns;
• Monitor and report monthly sales metrics including call and meeting numbers;
• Cultivate a pipeline of potential leads; and
• Provide occasional support to the Senior Wealth Advisor.