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About the Role
As a Regional Business Development Associate, you will proactively identify and qualify investment advisors and financial planners within the OCRI channels for the sale of National Bank Investments (NBI) investment solutions. You will work to increase awareness and appreciation of NBI's investment solutions in the market and advance high-potential qualified prospects through the segmentation ladder.
Responsibilities
- Take the lead and make sales and business development calls (according to activity objectives).
- Actively participate in business development within your territory, particularly by qualifying and progressing potential clients, to meet sales objectives and targets.
- Prepare, implement, and evaluate sales campaigns.
- Provide outstanding customer service and high-quality interactions with new and potential clients.
- Participate in training sessions to stay updated on products and the market, serving as an effective resource.
- Collaborate with other associates and sales directors to share ideas and increase overall sales success.
- Work as a team with other sales associates and sales directors to share ideas and increase overall sales success.
Requirements
- Bachelor's degree in Finance or a related field, with 3 to 5 years of experience, OR a completed Master's degree in a related field, with two years of relevant experience.
- Canadian Investment Funds Course (CIFC) OR Conduct and Practices Handbook (CPH) OR commitment to complete within the first 6 months of employment.
- Excellent prospecting skills and a high degree of autonomy; demonstrated ability to identify and qualify new leads.
- Solid knowledge of financial markets and the structure of investment solutions.
- Sales experience is a significant asset.
- Excellent listening and communication skills, with the ability to simplify complex concepts and problems.
- Ability to establish credibility and build rapport with clients effectively over the phone.
- Excellent oral communication skills and the ability to simplify complex information.
Skills
- Communication
- Results-oriented
- Teamwork
- Responsibility
- Client-focused
- Empathy
- Initiative
- Learning agility
- Resilience
- Humility
Location
- Toronto
Work Type
- Hybrid
- Permanent
- Full-time
Experience Level
- Intermediate Professional
Education Level
- Bachelor's degree in Finance or related field
- Master's degree
Benefits
- Competitive compensation
- Flexible health and wellness program
- Flexible group insurance
- Generous retirement plan
- Share purchase plan
- Employee and family assistance program
- Preferred banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep improvement clinic
- Opportunities for advancement and development
- On-the-job learning and training
- Co-development or pairing
- Professional coaching or mentoring
- Internal career days
- Forums to connect with leaders
About the Company
- We are a human-sized bank that stands out for its boldness, entrepreneurial culture, and passion for people.
- We exist to make a positive impact on people's lives.
- Our core values of camaraderie, agility, and empowerment are our sources of inspiration.
- Inclusion is at the heart of our commitments.
- We aim to provide a barrier-free and accessible work environment for all employees.
- Our dynamic work environments and modern collaboration tools foster a pleasant employee experience.
- We place great importance on the ideas of our staff.
- Continuous dialogue and feedback are encouraged through surveys and programs.
- We offer an evolving benefits package that stays current with trends and the needs of employees and their loved ones.
Equal Opportunity
- We strive to provide accessibility measures during the recruitment process.
- If you require accommodation, please do not hesitate to inform us during your initial exchanges.
- We welcome candidates from all backgrounds and would like to know what you can add to our team.
- We value the expression of unique characteristics, both visible and invisible.
- We welcome applications from all backgrounds and would like to know what you can add to our team.