Area(s) of interest: Advisory services, Personal banking, Wealth management

Location(s): Toronto

As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the CIRO channel 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 and graduates high potential, qualified prospects up the segmentation ladder.

Your role

Make proactive sales and business development phone calls according to activity targets

Actively participate in the business development of the territory, specifically qualifying and graduating prospects, in order to meet sales objectives/targets

Create, execute and evaluate ongoing sales campaigns

Ensure high-quality client service and interactions with current supporters and prospects/leads

Participate in 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 sales managers in order to share ideas and increase overall sales success

Your team

You will be based in Toronto and working in partnership with Regional Directors (Outside Wholesalers),the Business Development Associateand a Sales Coordinator. Some travel may be required during certain instances (National Sales Meetings, client events etc.). You will be reporting to the Director, Inside Sales.

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) ORor completion required within 6 months of hiring

Demonstrated ability to be a great 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

Languages:

Skills
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Communication Driving Results Teamwork Accountability Client-focused Empathy Initiative Learning Agility Resiliency Humility

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

Health and wellness program, including many options

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.





Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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📌 Inside Sales Associate (Ontario)
🏢 Banque Nationale du Canada
📍 Ontario