Job Description
A career as a Regional Business Development Associate in the National Bank Investments (NBI) team means acting as a business development specialist. You will play a key role in promoting and selling BNI's investment solutions. Your goal will be to prospect a defined territory to make BNI's investment solutions known and appreciated. This job allows you to have a positive impact on our organization through your prospecting and sales skills.
Your Role
Identify and qualify investment advisors for the sale of NBI's investment solutions.
Conduct various business development activities, actively participate in prospecting within your territory, and prepare, implement, and evaluate sales campaigns.
Provide exceptional customer service to new and existing clients and maintain high-quality interactions.
Participate in training sessions to stay informed about products and the market and be an effective resource person.
Work as a team with other associates and sales directors to share ideas and increase overall sales success.
Your Team
The BNI sales department consists of over 50 specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the cutting edge of technology, and continuously improve processes. Within the Sales sector, you are part of a large team of colleagues and report to the Senior Director, Internal Sales BNI. Our team stands out for its dynamism and collaborative spirit. We aim to offer you maximum flexibility to enhance your quality of life. This is reflected in a hybrid work environment and a flexible, adaptable schedule.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your profession and develop new areas of expertise. Tools and support in coaching and mentoring are available to you at all times.
Basic 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 Canadian Securities Course (CSC), or commitment to complete them within the first 6 months of employment
Excellent prospecting skills, autonomy, knowledge of financial markets, sales experience, excellent listening and communication skills, ability to simplify complex concepts, and ability to build relationships with clients over the phone.
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Health and wellness program, including many options
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
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Your Role
Identify and qualify investment advisors for the sale of NBI's investment solutions.
Conduct various business development activities, actively participate in prospecting within your territory, and prepare, implement, and evaluate sales campaigns.
Provide exceptional customer service to new and existing clients and maintain high-quality interactions.
Participate in training sessions to stay informed about products and the market and be an effective resource person.
Work as a team with other associates and sales directors to share ideas and increase overall sales success.
Your Team
The BNI sales department consists of over 50 specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the cutting edge of technology, and continuously improve processes. Within the Sales sector, you are part of a large team of colleagues and report to the Senior Director, Internal Sales BNI. Our team stands out for its dynamism and collaborative spirit. We aim to offer you maximum flexibility to enhance your quality of life. This is reflected in a hybrid work environment and a flexible, adaptable schedule.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your profession and develop new areas of expertise. Tools and support in coaching and mentoring are available to you at all times.
Basic 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 Canadian Securities Course (CSC), or commitment to complete them within the first 6 months of employment
Excellent prospecting skills, autonomy, knowledge of financial markets, sales experience, excellent listening and communication skills, ability to simplify complex concepts, and ability to build relationships with clients over the phone.
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Health and wellness program, including many options
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
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
💡 Quick Summary
Seeking a career-building opportunity? The Inside Sales position is now open for candidates interested in the Bank Jobs sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.