Business Development Representative
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- 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
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!
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
Categories
- Sales
- Finance & Accounting
- Customer Service & Support
- Marketing
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