Inside Sales Associate

Banque Nationale du Canada; Toronto; On-site; CAD 60,000 - 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

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank in Toronto is seeking a Regional Associate (Inside Sales) to proactively identify and qualify Investment Advisors and Financial Planners for NBI’s investment solutions. You will drive awareness through calls, emails, and digital campaigns to move prospects up the segmentation ladder.

Based in Toronto, you will collaborate with Regional Directors, a Business Development Associate, and a Sales Coordinator; some travel may be required.

Qualifications

• Bachelor's degree in Finance or related field with 3–5 years of experience, or Master's with two years of relevant experience.
• IFC or CSC course completed or to be completed within 6 months of hire.
• Demonstrated ability to prospect, identify and qualify new leads.
• Strong knowledge of financial markets and how investment solutions react.
• Sales experience is a strong asset; excellent listening and communication skills.

Responsibilities

• Proactively identify and qualify Investment Advisors and Financial Planners for NBI’s investment solutions.
• Make proactive sales and business development calls to meet targets.
• Create, execute and evaluate ongoing sales campaigns.
• Ensure high-quality client service and interactions with new supporters and prospects/leads.
• Participate in training to stay effective on products and market trends.
• Collaborate with Regional Directors, Business Development Associate and Sales Coordinator; travel as needed.

Skills

Prospecting

Communication

Sales experience

Listening skills

Rapport building

Financial markets knowledge

Education

Bachelor's degree in Finance or related field

Master's degree in Finance or related field

IFC/CSC course completion

Job description

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 new 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?