Inside Sales Associate

Banque Nationale du Canada; Montreal (administrative region); Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement programs

Virtual sleep clinic

Job summary

Banque Nationale du Canada is seeking an Inside Sales Associate to drive growth for National Bank Investments in Montreal. You will prospect, qualify, and convert opportunities, delivering high-quality client interactions and collaborating with Directors to achieve sales targets.

You will engage with Investment Advisors and Financial Planners, managing campaigns and maintaining market knowledge to support business development and invest solutions adoption.

Qualifications

• Bachelor’s degree in Finance or a related field; four years of relevant experience or Master’s degree in a related field and two years of relevant experience.
• Completion of the Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC), or willingness to obtain one of these certifications within the first six months of employment.
• Solid knowledge of financial markets and investment solutions.
• Relevant experience in business development, prospecting, or financial product sales.
• Strong ability to qualify business opportunities and develop client relationships.
• This role requires a minimum in-office presence of three days per week; occasional travel may be required, including national sales meetings and client events.

Responsibilities

• Conduct sales and business development calls to achieve prospecting objectives and support business growth.
• Identify and qualify prospective clients within the territory to drive business development.
• Advance qualified high-potential prospects through the segmentation process to meet sales objectives.
• Prepare, implement, and evaluate sales campaigns through calls, emails, digital interactions, and marketing initiatives.
• Deliver an exceptional client experience and high-quality interactions to prospective and newly acquired clients.
• Collaborate with Business Development Associates and Sales Directors to share best practices and stay informed on market developments and investment solutions.

Job description

A career as a Inside Sales Associatewithin the National Bank Investments team means playing an active role in business growth by increasing awareness and adoption of our investment solutions among Investment Advisors and Financial Planners.

Leveraging your expertise in business development, sales, and financial markets, you identify and qualify new business opportunities within the channels of the Canadian Investment Regulatory Organization (CIRO). Through prospecting activities including phone calls, emails, digital interactions, and marketing campaigns, you advance high-potential prospects through the segmentation process and contribute to the growth objectives of National Bank Investments.

Your Role

• Conduct sales and business development calls to achieve prospecting objectives and support business growth.


• Actively contribute to business development efforts within your territory by identifying and qualifying prospective clients.


• Advance qualified high-potential prospects through the segmentation process to support the achievement of sales objectives and targets.


• Prepare, implement, and evaluate sales campaigns through calls, emails, digital interactions, and marketing initiatives.


• Deliver an exceptional client experience and high-quality interactions to prospective and newly acquired clients.


• Collaborate with Business Development Associates and Sales Directors to share best practices, drive overall sales success, and stay informed on market developments and investment solutions.

Your Team

National Bank Investments brings together specialists who work in an agile, proactive, and collaborative environment to seize business opportunities, strengthen relationships with partners, and increase the visibility of our investment solutions.

As part of the team, you will work in Montreal alongside Regional Directors, Business Development Associates, and a Sales Coordinator. You will report to the Senior Director, Internal Sales. Our team stands out through its collaborative approach, entrepreneurial spirit, and commitment to delivering outstanding client service.

National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through experience, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring opportunities, are available to you at all times.

Requirements

• Bachelor’s degree in Finance or a related field and a minimum of four years of relevant experience; or a Master’s degree in a related field and two years of relevant experience.


• Completion of the Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC), or willingness to obtain one of these certifications within the first six months of employment.


• Solid knowledge of financial markets and investment solutions.


• Relevant experience in business development, prospecting, or financial product sales.


• Strong ability to qualify business opportunities and develop client relationships.


• This role requires a minimum in-office presence of three days per week. Occasional travel may also be required, including participation in national sales meetings and client events.

Languages:

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

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Communication Emotional Intelligence Investments Problem Solving Prospection Sales Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening

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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