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The role involves actively prospecting financial advisors, supporting sales, building relationships, meeting sales targets, and providing excellent service to clients.

The Business Development Manager will support investment fund sales, build relationships with financial advisors, and promote alternative investment strategies. Responsibilities include prospecting, collaborating with wholesalers, and maintaining CRM records.

The Bilingual Portfolio Strategist will lead portfolio consultations, build relationships with clients, and provide expertise in portfolio construction and risk management, focusing on clients in Quebec and nationwide.

The Associate will support sales strategies and engage advisors, contribute to pipeline generation, coordinate events, and maintain CRM data accurately.