Business Development Representative

National Bank of Canada; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

National Bank of Canada invites applications for a Business Development Representative (Internal Distribution) based in Toronto to proactively identify Advisors and Financial Planners for NBI investment solutions. You will drive sales through calls, emails and campaigns, collaborate with branch teams and leaders, and lead training to expand product knowledge and market awareness across the network.

Prerequisites include a finance degree with 3–5 years’ experience or a related master's, plus IFC

Qualifications

• Bachelor's degree in Finance or related field, or Master's with relevant experience.
• Completion of IFC or CSC course (or within 6 months of hiring).
• Demonstrated ability to prospect and qualify new leads.
• Strong knowledge of financial markets and investment solutions.
• Sales experience is a strong asset.
• Excellent listening and communication skills; ability to build rapport.

Responsibilities

• Identify and qualify Advisors and Financial Planners across the branch network.
• Proactively initiate sales and business development contacts to meet targets.
• Create, execute and evaluate sales campaigns.
• Deliver high-quality client service and support to advisors.
• Lead product and market training sessions.
• Collaborate with sales team to boost overall sales performance.

Skills

Prospecting

Self-starter

Lead qualification

Communication

Financial markets

Education

Bachelor's degree in Finance or related field

Master's degree in related field

IFC/CSC course

Job description

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 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