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    As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the IIROC and MFDA channels 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...


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    Job Title: Regional Associate Inside SalesAs a Regional Associate Inside Sales, you will play a key role in identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA channels for the sale of NBI's investment solutions. Your primary objective will be to increase awareness and recognition of NBI's investment solutions...


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    Job Title: Regional Associate Inside SalesAs a Regional Associate Inside Sales, you will play a key role in identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA channels for the sale of NBI's investment solutions. Your primary objective will be to increase awareness and recognition of NBI's investment solutions...


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    As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the IIROC and MFDA channels 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...


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    Job Title: Regional Associate Inside SalesAbout the Role:We are seeking a highly motivated and results-driven Regional Associate Inside Sales professional to join our team at National Bank. As a key member of our sales team, you will be responsible for identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA...


  • Toronto, Ontario, Canada National Bank Full time

    Job Title: Regional Associate Inside SalesAbout the Role:We are seeking a highly motivated and results-driven Regional Associate Inside Sales professional to join our team at National Bank. As a key member of our sales team, you will be responsible for identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA...


  • Toronto, Ontario, Canada National Bank Full time

    Job Title: Regional Associate Inside SalesAs a Regional Associate Inside Sales, you will play a key role in identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA channels for the sale of NBI's investment solutions. Your primary objective will be to increase awareness and recognition of NBI's investment solutions...


  • Toronto, Ontario, Canada National Bank Full time

    Job Title: Regional Associate Inside SalesAs a Regional Associate Inside Sales, you will play a key role in identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA channels for the sale of NBI's investment solutions. Your primary objective will be to increase awareness and recognition of NBI's investment solutions...


  • Toronto, Canada National Bank Full time

    As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the IIROC and MFDA channels 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...


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  • Toronto, Ontario, Canada National Bank Full time

    Job Title: Regional Associate Inside SalesJob Summary:We are seeking a highly motivated and results-driven Regional Associate Inside Sales professional to join our team at National Bank. As a key member of our sales team, you will be responsible for identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA channels...


  • Toronto, Ontario, Canada National Bank Full time

    Job Title: Regional Associate Inside SalesJob Summary:We are seeking a highly motivated and results-driven Regional Associate Inside Sales professional to join our team at National Bank. As a key member of our sales team, you will be responsible for identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA channels...

Regional Associate Inside Sales

3 months ago


Old Toronto, Canada National Bank Full time

As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the IIROC and MFDA channels 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 roleMake proactive sales and business development phone calls according to activity targetsActively participate in the business development of the territory, specifically qualifying and graduating prospects, in order to meet sales objectives/targetsCreate, execute and evaluate ongoing sales campaignsEnsure high-quality client service and interactions with new supporters and prospects/leadsParticipate in training sessions to remain an effective resource person in terms of both products and the market in generalWork as a team with other sales associates and sales managers in order to share ideas and increase overall sales successYour teamYou will be based in Toronto and working in partnership with Regional Directors (Outside Wholesalers), the Business Development Associate and 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.Basic requirementsA 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 experienceSuccessfully completed Investment Funds in Canada (IFC) course OR Canadian Securities Course (CSC) OR or completion required within 6 months of hiringDemonstrated ability to be a great prospector/self starter, identify and qualify new leadsStrong knowledge of financial markets and how investment solutions react accordinglySales experience is a strong assetStrong listening and communication skills with the ability to simplify complicated concepts and problemsAbility to build credibility and rapport with clients over the phone efficiently and effectivelyYour benefitsIn 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. Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe'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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?Come live your ambitions with us

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Applying to Regional Associate Inside Sales @ National BankWhat email should the Hiring Manager contact you at? #J-18808-Ljbffr