Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 day ago
MI
Associate, Nexus, Client Delivery (Fund Accountant)
MUFG Investor Services
Halifax, NS
- Full-time
…foreign exchange, trustee services and depository to securities lending and other banking…
Added 2 days ago
MI
Senior Associate, Nexus, Client Delivery
MUFG Investor Services
Halifax, NS
- Full-time
…foreign exchange, trustee services and depository to securities lending and other banking…
Added 3 days ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
You will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services which increases overall profit contribution to CIBC…
Added 3 days ago
MF
Business Development Associate
Morrison Financial Services Limited
Toronto, ON
- Full-time
…time, we have grown organically through the development and delivery of specialized lending products. These lending programs include but are not limited to mortgage lending for residential…
Added 3 days ago
Associate, Real Estate Banking - Ottawa
Scotiabank
Ottawa, ON
Actively seeking customer feedback on Bank products and the delivery of customer service.
Added 5 days ago
BC
Everyday Banking Associate - Chilliwack Branch
Beem Credit Union
Chilliwack, BC
- Full-time
Execute day-to-day banking needs for members, ensuring personalized advisory and service delivery.
Added 8 days ago
B
Associate Director, National Accounts
BMO
Calgary, AB · CALG
- Full-time
Coordinates the preparation and delivery of customized lending proposals and pitches to prospective and existing clients, including leading financial analysis and credit correspondence to…
Added 8 days ago
B
Associate General Counsel, Capital Markets
BMO
Toronto, ON · FCP
- Full-time
…to join the BMO Capital Markets legal team in Toronto as an Associate General Counsel. The lawyer will manage a team of lawyers and law clerks and be responsible for providing and managing…
Added 8 days ago
B
Private Banking Associate
BMO
Calgary, AB · CALG
- Full-time
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and…
Added 9 days ago
BC
Everyday Banking Associate - Squamish Branch
Beem Credit Union
Squamish, BC
- Full-time
Execute day-to-day banking needs for members, ensuring personalized advisory and service delivery.
Added 9 days ago
MI
Associate, Nexus, Client Delivery
MUFG Investor Services
Halifax, NS
- Full-time
Provide customer service to hedge fund managers and investors.
Added 9 days ago
MI
Associate, Nexus, Client Delivery
MUFG Investor Services
Halifax, NS
- Full-time
Provide customer service to hedge fund managers and investors.
Added 9 days ago
T
Member Solutions Associate (Call Center)
Tandia
Hamilton, ON · Ancaster, ON
- Full-time
…efficiently taking credit applications that come in via our various delivery channels. This position is the primary source for actively soliciting new business by following up on all member…
Added 11 days ago
BC
Everyday Banking Associate - Mission (Kelowna) Branch
Beem Credit Union
Kelowna, BC
- Full-time
Execute day-to-day banking needs for members, ensuring personalized advisory and service delivery.
Added 13 days ago
MI
Fund Accounting Manager- Private Markets
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
Manage a team of Fund Accountants in performing accounting and administration service delivery to customers and train staff on all aspects of the NAV process
Added 15 days ago
MI
Senior Associate Director, Nexus, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
…foreign exchange, trustee services and depository to securities lending and other banking…
Added 17 days ago
BC
Everyday Banking Associate - Whistler Branch
Beem Credit Union
Whistler, BC
- Full-time
Execute day-to-day banking needs for members, ensuring personalized advisory and service delivery.
Added 23 days ago
CF
Loan Processor Agri-Access and Leasing
Compeer Financial
Compeer, SK
- Full-time
…processing of new PCA loans, including all aspects of product delivery before, during and after closing. Serves as a client point of contact, establishing strong relationships through…
Added 28 days ago
Associate, Commercial Real Estate
Coast Capital Savings
Victoria, BC
Reporting to the Director, Commercial Real Estate, the Associate supports an assigned team of Relationship Managers in the Commercial Real Estate team in the preparation, execution and…
Added 29 days ago
B
Private Banking Associate, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and…
Added 1 month ago
Manager, Associate Private Bankers
Scotiabank
Edmonton, AB
As a leader of an Associate Private Banking team the incumbent contributes to the Private Banking’s success through leading the delivery of sound advice and administration of the Private…
Added 1 month ago
Associate Director - Toronto Real Estate - Toronto, ON
Scotiabank
Toronto, ON
Actively seeking customer feedback on Bank products and the delivery of customer service.
Added 1 month ago
Senior Client Relationship Manager, Agriculture Commercial Banking , Ontario
Scotiabank
St. Catharines, ON
…management and conducts sales planning and fulfills the execution of service for existing customer base. As well you are also responsible for analysis and completion of credit applications…
Added 1 month ago
Senior Client Relationship Manager, Agriculture Commercial Banking , Ontario
Scotiabank
St. Catharines, ON
…management and conducts sales planning and fulfills the execution of service for existing customer base. As well you are also responsible for analysis and completion of credit applications…
Added 1 month ago
GL
Process Design Manager (Operations)
goeasy Ltd.
Mississauga, ON
- Full-time
…individual contributor role for someone who likes solving real customer problems, digging into how work actually happens, testing better ways to do things, and helping build processes that…

Morrison Financial Services Limited

Business Development Associate

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Apr 20, 2027
Experience: 1-2 years of professional experience in sales / business development role.
Posting language: English
Posted: Oct 22, 2026

Original job description

About Morrison Financial

Morrison Financial Services Limited is a boutique financial services company and private asset manager founded in 1987. Since that time, we have grown organically through the development and delivery of specialized lending products. These lending programs include but are not limited to mortgage lending for residential development and construction projects across Ontario and lending to condominium corporations / stratas for capital repairs and reserve fund shortfalls. To date, Morrison Financial has funded over $1.7B across its various programs and we expect continued growth across our business.

Role Description

This is a full-time on-site role for a Business Development Associate located in Toronto, ON. The qualified candidate will work closely with management team to drive business development efforts across Morrison Financial’s business lines.

The primary objective of this role is to identify, engage, and secure initial meetings with potential investors including but not limited to High-Net-Worth individuals, Family Offices, and Wealth Advisors. This is a high-impact position requiring a sophisticated communication style to communicate complex finance concepts while maintaining a high-volume outreach discipline. You must be comfortable acting as both a “concierge” for inbound marketing leads and a “hunter” for cold outreach.

Responsibilities

Develop strong understanding of Morrison Financial business and its investment vehicles, specifically the risk/return profile of our investment offerings.
Execute a dual-track outreach strategy: A) Rapidly triage and qualify leads generated from marketing campaigns, ensuring "speed-to-lead" response times of under 30 minutes. B) Proactively hunt new prospective investors through cold calling, LinkedIn networking, and industry databases.
Manage end-to-end outreach process to schedule introductory meetings for relevant team members. Qualify all prospects against, Accredited/ Eligible Investor guidelines to protect team member time.
Act as the first point of contact for prospective clients, maintaining a professional and "high-touch" brand image consistent with the firm.
Ensure all booked meetings are ‘pre-sold’ with prospects confirming interest prior to the call.
Support marketing activities to generate interest, and assist in preparing marketing materials to be used for client prospecting.
Represent the company at select events and conferences.
Maintain meticulous records of all outreach and follow-ups, ensuring the lead pipeline is organized and actionable.
Complete weekly reports and record lead generation and closing activities through the Morrison Financial CRM.
Stay up-to-date with the competitive landscape and market updates.

Qualifications:

Post-secondary degree or equivalent business experienced required.
1-2 years of professional experience in sales / business development role.
Previous experience in financial services, investment, or real estate is a plus.
Excellent sales and networking skills. Strong oral and written communication skills.
Strong client service skills, ability to confidently interface with clients.
Willing to meet with clients and/or attend events outside of standard working hours.
Ambitious and willing to put in time to consistently improve and achieve results.
High proficiency in Word, Outlook, any other relevant Office products, and CRM system.

Apply About employer

More about this job

Responsibilities

Identify and engage prospective investors, qualify leads, and schedule introductory meetings through rapid follow-up on marketing leads and proactive outreach. Maintain accurate CRM records and reports, support marketing and event activities, and represent the firm with a professional, high-touch approach.

Requirements

A post-secondary degree or equivalent business experience and 1–2 years of professional sales or business development experience are required. Candidates should have strong sales, networking, communication, and client-service skills, be comfortable with outreach and occasional events outside standard hours, and be proficient with Microsoft Office and CRM systems.

Skills

Sales
Business Development
Investor Outreach
Cold Calling
Lead Qualification
LinkedIn Networking
Client Communication
Client Service
Relationship Building
Meeting Scheduling
CRM Management
Lead Pipeline Management
Marketing Support
Financial Services Knowledge
Written Communication
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Private Asset Management
Investment Vehicles
Investor Relations
High-Net-Worth Individuals
Family Offices
Wealth Advisors
Accredited Investors
Eligible Investors
Mortgage Lending
Real Estate
Residential Development
Construction Financing
Condominium Corporations
Capital Repairs
Reserve Funds
Lead Generation
Cold Calling
LinkedIn
Industry Databases
CRM
Marketing Campaigns
Client Prospecting
Risk-Return Profile
Microsoft Word
Microsoft Outlook

Report this job