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Regional Associate – Inside Sales

National Bank

This is a Contract position in Montreal, QC posted November 16, 2023.

As a Regional Associate (Inside Sales) you will proactively identify and qualify 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..) you will increase awareness and recognition of NBI’s investment solutions in the market and graduates high potential, qualified prospects up the segmentation ladder.


Your role

  • 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


Your team 

You will be based in Montreal and working in partnership with Regional Directors (Outside Wholesalers), the Business Development Associate and a Sales Coordinator. Some travel may be required during certain instances (National Sales Meetings, client events etc.). You will be reporting to the Senior Manager, Internal Sales.


Basic requirements 

  • 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


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
  • Initiatives promoting community involvement
  • 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 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?