Business Development Associate, ETFs in Ottawa

Who are we?

If you know someone who runs their own stock portfolio, then there's a good chance that they use our insightful investing analysis to help make their decisions!

We have been successfully supporting investment decisions through innovation since 1999.

Our award-winning fintech products, trusted by 300 of the world's leading brands and 100 million end users, combine Patented Software, Artificial Intelligence and Human Expertise.

With offices in Paris, London, Hong Kong, Shanghai, Cyprus, Ottawa, we are truly a global team with an entrepreneurial startup company culture.

Here at Trading Central, you get the opportunity to become familiar with the entire team and to see your projects through from concept to completion.

Were proud to create a friendly, social and intellectually challenging environment focused on building collaborative teams and personal career growth.

We build personalized career paths for each employee and give you the tools, education, and opportunities to succeed.

Our work environment is fast paced and team oriented, encouraging creative problem solving, customer focus and a passion to advance your craft.

We connect across our global offices every day to deliver on our mission to empower todays investors with actionable, insightful analytics.

This journey is filled with learning opportunities and challenges, which are balanced with an international friendly atmosphere.

This position is based in Ontario Canada, with Ottawa preferred. Remote candidates elsewhere in Canada may also be considered.

Who are you

You are proactive, organized and comfortable starting conversations with new people.

You dont need to be an ETF expert on day one, but you should be genuinely interested in financial markets and eager to learn.

Trading Central Financial Products is seeking a motivated Business Development Associate to support the growth of our ETF business in Canada.

This role is ideal for someone earlier in their career who is interested in ETFs, financial markets and investment sales, while gaining hands-on experience helping grow an emerging ETF business.

Main requirements

• University or college degree in business, finance, or economics.
• 1-3 years of experience in sales or business development within financial services or a related field.
• Interest in ETFs, investing and financial markets.
• Strong verbal and written communication skills.
• Comfortable conducting prospective outreach by phone and email.
• Able to work independently while contributing to a collaborative team environment.
• Organized, self-motivated and detail-oriented.
• Fluency in written and spoken English.
• Nice to Have
• Previous experience in financial product sales, inside sales or business development in the asset management industry.
• Familiarity with ETFs, mutual funds or other investment products.
• Experience using a CRM such as Salesforce, Hub Spot or a similar platform.
• Completion of, or progress toward, the Canadian Securities Course (CSC) or another relevant investment-industry credential.
• French language skills would be an asset.
• What we will do together

Reporting to and working closely with the Head of ETF Distribution Canada, you will help develop relationships with financial advisors, portfolio managers, and asset managers through prospecting, meeting generation, database development, and sales support activities.

• Your main responsibilities will be
• Business Development
• Research and identify prospective financial advisors, portfolio managers and investment teams across Canada.
• Conduct outreach through phone, email and other channels to introduce Trading Central and our ETF lineup.
• Generate and schedule qualified meetings for the Head of ETF Distribution.
• Maintain an active pipeline through ongoing follow-up and relationship development.
• Help expand Trading Central's presence within the Canadian wealth and asset management industry.
• Database & Sales Support
• Build and maintain an internal database of financial advisors, portfolio managers, asset managers and other industry contacts.
• Keep prospect and client information, meeting notes and follow-up activities organized and up to date within our CRM.
• Support campaigns, events, conferences and other business-development initiatives.
• Assist with all parts of the sales cycle and distribution of ETF materials where required.
• Work closely with the Head of ETF Distribution and Trading Central's marketing, research and financial products teams.

Ready to apply?

We invite you to submit your resume.

We thank all applicants, however only those selected for an interview will be contacted.

Trading Central is committed to creating an inclusive environment where all team members and clients feel like they belong.

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