Investment Solutions Sales Development Representative
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Drive awareness of NBI investment solutions through prospecting, client communication, and sales campaigns from Toronto.
As a Business Development Representative, you will support internal distribution across the National Bank of Canada Branch Network. Your focus includes qualifying Advisors and Financial Planners, building credibility by phone, and supporting sales objectives. You will work with a Regional Sales Manager and Sales Coordinator, with occasional travel for meetings or client events.
Key Responsibilities:
- Proactively contact Advisors and Financial Planners
- Qualify leads through calls, emails, and digital interactions
- Support territory business development and sales targets
- Evaluate ongoing campaigns and market awareness activities
- Share ideas with sales associates and managers
Requirements:
- Finance degree and three to five years’ experience, or relevant Master’s degree
- Two years’ relevant experience with a completed related Master’s degree
- IFC or CSC completed, or required within six months
- Strong listening and communication skills
- Ability to simplify complex concepts and build phone rapport
Bring sales experience, clear communication, and financial markets understanding to expand NBI investment solution awareness.
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Toronto, ON, Canada National Bank of Canada Full-timeDrive awareness of NBI investment solutions through prospecting, client communication, and sales campaigns from Toronto.As a Business Development Representative, you will support internal distribution across the National Bank of Canada Branch Network. Your focus includes qualifying Advisors and Financial Planners, building credibility by phone, and...
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