Inside Sales Associate

A career as a Inside Sales Associate within the National Bank Investments team means playing an active role in business growth by increasing awareness and adoption of our investment solutions among Investment Advisors and Financial Planners.

Leveraging your expertise in business development, sales, and financial markets, you identify and qualify new business opportunities within the channels of the Canadian Investment Regulatory Organization (CIRO). Through prospecting activities including phone calls, emails, digital interactions, and marketing campaigns, you advance high-potential prospects through the segmentation process and contribute to the growth objectives of National Bank Investments.

Your Role

• 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.

Your Team

National Bank Investments brings together specialists who work in an agile, proactive, and collaborative environment to seize business opportunities, strengthen relationships with partners, and increase the visibility of our investment solutions.

As part of the team, you will work in Montreal alongside Regional Directors, Business Development Associates, and a Sales Coordinator. You will report to the Senior Director, Internal Sales. Our team stands out through its collaborative approach, entrepreneurial spirit, and commitment to delivering outstanding client service.

National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through experience, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring opportunities, are available to you at all times.

Requirements

• 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 Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (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.