About the role
The Business Development Associate provides essential sales support to internal, hybrid, and external sales executives serving clients across central Canada. This early‑career role is ideal for someone looking to grow within the wealth and asset management industry while developing strong client support, sales enablement, and analytical skills. You’ll work closely with hybrid sales executives and play a key role in helping the team strengthen relationships with advisors and prospects.
**This Hybrid role (in office Tues-Wed-Thurs) is based in Toronto, Canada**
Responsibilities
- Coordinate sales meetings, events, and related logistics. Gather and organize metrics to support reporting and analysis.
- Assist the sales team with updating, auditing, and enhancing client and prospect information within CRM systems.
- Respond to routine or moderately complex inquiries from existing and prospective clients with professionalism and care.
- Manage administrative tasks, follow‑ups, and client requests so sales executives can focus on external engagement and relationship building.
- Research solutions to client needs, analyze performance and market data, and prepare summaries or recommendations as needed.
- Contribute to special projects, team priorities, and other duties that support the broader sales organization.
Education & Experience: 1-2+ years of relevant work experience preferred (internships and co‑ops welcome).
Undergraduate degree, or an equivalent combination of training and experience.
Experience with Microsoft Dynamics or other CRM platforms is an asset.
Nice to have: Investment Industry experience.
Experience Completion of the Canadian Securities Course
Experience in mutual funds and/or ETFs
Understanding of the Canadian advisor advice channel
How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
About Vanguard Canada
Putting investors first since 1975:
We sell high-quality investment products at the lowest possible price. This is the core of our investment philosophy because we think it’s essential to your investment success.
Unique structure: Vanguard was founded on a simple but revolutionary idea: that an investment company should be run for the sole benefit of its investors. At Vanguard, we don’t have any outside owners, so we don’t need to worry about a stock price or about generating profits for outside owners. This helps us keep costs low, so more of your money stays in your pocket—where it belongs.
A pioneer in the industry: 30 million investors worldwide trust us with over $7 trillion of their savings. Together we’re changing the way the world invests.
About the role
The Business Development Associate provides essential sales support to internal, hybrid, and external sales executives serving clients across central Canada. This early‑career role is ideal for someone looking to grow within the wealth and asset management industry while developing strong client support, sales enablement, and analytical skills. You’ll work closely with hybrid sales executives and play a key role in helping the team strengthen relationships with advisors and prospects.
**This Hybrid role (in office Tues-Wed-Thurs) is based in Toronto, Canada**
Responsibilities
- Coordinate sales meetings, events, and related logistics. Gather and organize metrics to support reporting and analysis.
- Assist the sales team with updating, auditing, and enhancing client and prospect information within CRM systems.
- Respond to routine or moderately complex inquiries from existing and prospective clients with professionalism and care.
- Manage administrative tasks, follow‑ups, and client requests so sales executives can focus on external engagement and relationship building.
- Research solutions to client needs, analyze performance and market data, and prepare summaries or recommendations as needed.
- Contribute to special projects, team priorities, and other duties that support the broader sales organization.
Education & Experience: 1-2+ years of relevant work experience preferred (internships and co‑ops welcome).
Undergraduate degree, or an equivalent combination of training and experience.
Experience with Microsoft Dynamics or other CRM platforms is an asset.
Nice to have: Investment Industry experience.
Experience Completion of the Canadian Securities Course
Experience in mutual funds and/or ETFs
Understanding of the Canadian advisor advice channel
How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
About Vanguard Canada
Putting investors first since 1975:
We sell high-quality investment products at the lowest possible price. This is the core of our investment philosophy because we think it’s essential to your investment success.
Unique structure: Vanguard was founded on a simple but revolutionary idea: that an investment company should be run for the sole benefit of its investors. At Vanguard, we don’t have any outside owners, so we don’t need to worry about a stock price or about generating profits for outside owners. This helps us keep costs low, so more of your money stays in your pocket—where it belongs.
A pioneer in the industry: 30 million investors worldwide trust us with over $7 trillion of their savings. Together we’re changing the way the world invests.