Regional Associate Inside Sales Professional

1 week ago

Toronto, Ontario, Canada National Bank Full time
Job Title: Regional Associate Inside Sales

As 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 Key Responsibilities:
  • Proactively make sales and business development phone calls to increase awareness and recognition of NBI's investment solutions in the market.
  • Qualify and graduate prospects to meet sales objectives and targets.
  • Create, execute, and evaluate ongoing sales campaigns to drive business growth.
  • Provide high-quality client service and interactions with new supporters and prospects/leads.
  • Participate in training sessions to stay up-to-date on products and market trends.
  • Collaborate with other sales associates and sales managers to share ideas and increase overall sales success.
About the Role:

You will be based in Toronto and work in partnership with Regional Directors (Outside Wholesalers), the Business Development Associate, and a Sales Coordinator. Some travel may be required for national sales meetings and client events.

Requirements:
  • 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 the Investment Funds in Canada (IFC) course or Canadian Securities Course (CSC) 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.
What We Offer:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and more.

About Us:

We are 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. We want to offer an accessible, barrier-free workplace to all employees and welcome all candidates who share our values of partnership, agility, and empowerment.

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