Inside Sales

Attendance

Hybrid

Job number

30019

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

15-Dec-2025

Area(s) of interest: Advisory services, Personal banking

Location(s): Montreal

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.
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.
Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC), an asset

Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Business Development Communication Emotional Intelligence Guest Service Management Inside Sales Investment Advisory Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening

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!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?