As a Business Development Representative (Internal Distribution) you will proactively identify and qualify Advisors and Financial Planners throughout the National Bank of Canada Branch Network for the sale of NBI’s investment solutions. Through sales activities (calls, emails, digital interactions, marketing campaigns etc.) you will increase awareness and recognition of NBI’s investment solutions in the market.

Your role

Proactively initiate sales and business development contacts according to activity targets

Actively participate in the business development of the territory, in order to meet sales objectives/targets

Create, execute and evaluate ongoing sales campaigns

Ensure high-quality client service and interactions with branch Advisors and Planners

Lead training sessions to remain an effective resource person in terms of both products and the market in general

Work as a team with other sales associates and managers in order to share ideas and increase overall sales success

Your team




You will be based in Toronto and working in partnership with the Regional Sales Manager and a Sales Coordinator. Some travel may be required during certain instances (National Sales Meetings, client events etc.). You will be reporting to the Internal Sales Manager.

Prerequisites

A Bachelor's degree in Finance or a related field and 3 to 5 years of experience, or a completed Master's degree in a related field and two years of relevant experience

Successfully completed Investment Funds in Canada (IFC) course OR Canadian Securities Course (CSC) OR or completion required within 6 months of hiring

Demonstrated ability to be a outstanding prospector/self starter, identify and qualify new leads

Strong knowledge of financial markets and how investment solutions react accordingly

Sales experience is a strong asset

Strong listening and communication skills with the ability to simplify complicated concepts and problems

Ability to build credibility and rapport with clients over the phone efficiently and effectively

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📌 Business Development Representative (Ontario)
🏢 National Bank of Canada
📍 Ontario