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Business Development Manager - Financial Services - Winnipeg

Job details:

Position Summary:


The incumbent is responsible for promoting, selling B2B Bank’s products and services within their assigned geographic territory.  The Business Development Manager will seek out new business opportunities and build positive relationships with Financial Advisors, Deposit Brokers and Insurance Agents within B2B Bank’s distribution channels – MFDA and IIROC members and MGAs.




Sells and promotes B2B Bank products and services in order to meet sales objectives.


Develops and submits a monthly sales strategy plan to achieve objectives.


Establishes contact and builds relationships with targeted intermediaries through planned sales activities to promote and sell products and services.


Daily tracking and logging of sales activities for reporting on results and action plans on B2B CRM system.


Solves, in collaboration with internal stakeholders, any escalated issues that could have an effect on client retention and business growth.


Develops and maintains ongoing business relationships with organizations and associations within the territory.


Responds to client calls promptly and provides a high level of service.


Prepares, coordinates and delivers presentations for client meetings, groups and conferences.


Provides feedback to contribute to the development of new products and services and ongoing initiatives.


Occasional participation with committees or internal activities, and may be called upon to

represent Business Development with various organization’s stakeholders.


Keeps up-to-date with current legislation and with the B2B Banks policies and procedures.


Executes general tasks at the request of his/her superior or that may be required by his/her function.


Effective execution of the sales process and sales cycle with clients.




University Degree in a related field and 4 to 6 years of business development experience within the financial services industry.


College Diploma in a related field and 7 to 10 years of business development experience within the financial services industry.


Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.


Knowledge of Mutual Funds, Segregated Funds, Investment Lending, RSPs and Deposit products.


Professional presentation and public speaking skills (i.e. Toastmasters and Dale Carnegie) are required for the role.


Effective listening skills are essential.


Must be open to direction and constructive criticism while being able to provide a level of professionalism.


Customer focused, adept at building customer relationships.


Energetic and outgoing individual who is a self-starter and can work with minimal supervision.


Ability to multi-task and meet deadlines.


Effectively manage travel schedule within territory and meet or exceed client contact objectives.


Ability to exude professionalism in high stress situations.


Proficiency with Microsoft Office applications.


Bilingual (French/English) verbal and written communications skills are assets.



Special Conditions:

·            This role is based in Winnipeg and will support Manitoba and Northern Ontario (Manitoba, Thunder Bay, Northern Ontario area of Sudbury, Sault Ste. Marie).

·            As frequent travel is required, a valid driver’s licence and access to an automobile is essential. 

·            Flexibility to work evenings and weekends are required (attendance to industry events such as tradeshows/conferences is required).


We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender.


Qualified candidates will be contacted.

No unsolicited Agency referrals please.



Please apply directly online


To apply for the Business Development Manager - Financial Services - Winnipeg job at B2B Bank , send your resume to Saiyaf Alli at
Don't forget to mention "Winnipeg Job Bank" or "WJB" when applying

Company Name

B2B Bank

Posted By

Saiyaf Alli

Job Category

Post Date

February 11, 2015 (Long time ago)

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