Investment Solutions Inside Sales Specialist

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

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.