Are you known for your business development skills?

Do you have knowledge of mutual funds?

Do you want to be part of a dynamic team dedicated to offering top-quality high-performance products to various distribution networks?

If so, this opportunity could be for you!

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 

What to expect from us:

Great earning potential (base salary and commission)

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.   

We're putting people first 

We're 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. 

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.  

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. 

We welcome all candidates! What can you bring to our team? 

Ready to live your ambitions?