Inside Sales Associate

National Bank of Canada; Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Investments in Montreal is seeking an Inside Sales Associate to help grow the business by increasing awareness and adoption of our investment solutions among Investment Advisors and Financial Planners.

You will identify and qualify new opportunities within CIRO channels, and, through calls, emails, digital interactions, and marketing campaigns, advance high-potential prospects through the segmentation process.

Qualifications

• 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 CIFC or the 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.

Responsibilities

• 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.

Education

Bachelor’s degree in Finance or related field

Master’s degree in related field

CIFC or CSC certification

Financial markets knowledge

Business development

Prospecting

Sales

Lead qualification

Relationship-building

Bilingual French/English

Job description

A career as a Inside Sales Associate within 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

A career as a Inside Sales Associate within 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.

• 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: French, English

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

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

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• 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?