Regional Associate Inside Sales Professional

4 weeks ago


Toronto, Ontario, Canada National Bank Full time
About the Role

We are seeking a highly motivated and results-driven Regional Associate Inside Sales 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 for the sale of our investment solutions.

Key Responsibilities
  • Proactively make sales and business development phone calls to increase awareness and recognition of our 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 You

We are looking for a candidate with 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. You should have successfully completed the Investment Funds in Canada (IFC) course or Canadian Securities Course (CSC) or completion required within 6 months of hiring. Strong knowledge of financial markets and ability to build credibility and rapport with clients over the phone efficiently and effectively are essential.

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. These include health and wellness programs, flexible group insurance, generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.

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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    Job Title: Regional Associate Inside SalesAs a Regional Associate Inside Sales, you will be responsible for identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA channels for the sale of NBI's investment solutions. You will increase awareness and recognition of NBI's investment solutions in the market and...


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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...


  • 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

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