Promote NBI investment solutions through targeted campaigns, digital interactions, and qualified lead development. Work from Toronto within the CIRO channel.

This Regional Associate position focuses on Inside Sales for Investment Advisors and Financial Planners. You will build market awareness, qualify recent opportunities, and graduate high-potential prospects through defined segments. The work combines business development, client service, and investment knowledge.

Key Responsibilities:

- Develop the territory through targeted prospect qualification
- Run sales and business development phone activities
- Execute campaigns across calls, emails, and digital channels
- Evaluate campaign performance and ongoing sales activity
- Provide effective phone-based client interactions

Requirements:

- Master’s degree in a related field and two years’ experience
- Or bachelor’s degree and three to five years’ experience
- IFC or CSC completed, or required within six months
- Ability to simplify complex concepts and problems
- Ability to build credibility with clients by phone

Bring sales experience, investment knowledge, and clear communication to develop qualified demand for NBI investment solutions.

📌 Investment Solutions Sales Associate (Toronto)
🏢 Banque Nationale du Canada
📍 Toronto