This position is based in Toronto.  The Business Development Associate reports to the Senior Manager, Internal Sales: National Bank Investments. 

Working in partnership with Regional Directors (Outside Wholesalers), Regional Associates (Inside Sales) and a Sales Coordinator, the Business Development Associate proactively identifies and qualifies Investment Advisors and Financial Planners throughout the IIROC and MFDA channels for the sale of NBI’s investment solutions.  Through sales activities (calls, emails, digital interactions, marketing campaigns etc..) the Business Development Associate increases awareness and recognition of NBI’s investment solutions in the market and graduates high potential, qualified prospects up the segmentation ladder.

Specifically, you will:

• Make proactive sales and business development phone calls according to activity targets
• Actively participate in the business development of the territory, specifically qualifying and graduating prospects, in order to meet sales objectives/targets
• Create, execute and evaluate ongoing sales campaigns
• Ensure high-quality client service and interactions with new supporters and prospects/leads
• Participate in training sessions to remain an effective resource person in terms of both products and the market in general
• Work as a team with other sales associates and sales managers in order to share ideas and increase overall sales success.
• Some travel may be required during certain instances (National Sales Meetings, client events etc..)

• 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 Investment Funds in Canada (IFC) course OR Canadian Securities Course (CSC), an asset
• Knowledge of financial markets and how investment solutions react accordingly
• Sales experience is a strong asset
• Demonstrated ability to be a great prospector/self starter, identify and qualify new leads
• Strong listening and communication skills with the ability to simplify complicated concepts and problems
• Excellent verbal communication skills and ability to simplify complex information
• Knowledge of Morningstar and GBFonds, an asset

Interested in the position? Apply now!

Your benefits 

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family: 

• Health and wellness program, including many benefits 

• Flexible group insurance 

• Defined benefit pension plan 

• Employee Share Ownership Plan 

• Employee and family assistance program 

• Preferred banking services 

• Volunteer program 

• Telemedicine 

• Virtual sleep clinic 

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.