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Build lasting client relationships through proactive service

National Bank of Canada

Business Development Representative

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 3, 2026
Experience: 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
Posting language: English
Posted: Nov 3, 2026

Original job description

As a Business Development Representative (Internal Distribution) you will proactively identify and qualify Advisors and Financial Planners throughout the National Bank Branch Network for the sale of NBI’s investment solutions. Through sales activities (calls, emails, digital interactions, marketing campaigns etc.) you will increase awareness and recognition of NBI’s investment solutions in the market.

Your role

Proactively initiate sales and business development contacts according to activity targets
Actively participate in the business development of the territory, in order to meet sales objectives/targets
Create, execute and evaluate ongoing sales campaigns
Ensure high-quality client service and interactions with branch Advisors and Planners
Lead 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 managers in order to share ideas and increase overall sales success

Your team

You will be based in Toronto and working in partnership with the Regional Sales Manager and a Sales Coordinator. Some travel may be required during certain instances (National Sales Meetings, client events etc.). You will be reporting to the Internal Sales Manager.

Prerequisites

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) OR or completion required within 6 months of hiring
Demonstrated ability to be a great prospector/self starter, identify and qualify new leads
Strong knowledge of financial markets and how investment solutions react accordingly
Sales experience is a strong asset
Strong listening and communication skills with the ability to simplify complicated concepts and problems
Ability to build credibility and rapport with clients over the phone efficiently and effectively
French an asset

Languages: English
Required skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork

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 such as:

* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply About employer

More about this job

Responsibilities

Identify and qualify financial advisors and planners across the bank’s branch network, and promote investment solutions through calls, emails, digital interactions, and marketing campaigns. Develop and evaluate sales campaigns, provide high-quality client service and product training, and collaborate with sales colleagues to achieve territory targets.

Requirements

Requires a bachelor’s degree in finance or a related field with 3–5 years of experience, or a relevant master’s degree with two years of experience. Candidates must have completed the Investment Funds in Canada course or Canadian Securities Course, or complete one within six months of hiring, and demonstrate prospecting ability, financial markets knowledge, and strong communication skills.

Skills

Prospecting
Lead Qualification
Sales
Business Development
Financial Markets Knowledge
Investment Solutions
Client Service
Communication
Listening
Relationship Building
Training
Campaign Management
Accountability
Initiative
Teamwork
Emotional Intelligence

Benefits

Health And Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee And Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Business Development
Internal Distribution
Financial Advisors
Financial Planners
Investment Solutions
National Bank Branch Network
Prospecting
Lead Qualification
Sales Targets
Sales Campaigns
Financial Markets
Client Service
Investment Funds In Canada
Canadian Securities Course
Training Sessions
Digital Interactions
Marketing Campaigns
Territory Development
Relationship Building
Communication
Teamwork
French

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