Description
Attendance
On-Site
Job number
30205
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
06-Jan-2026
Area(s) of interest: Financial markets and treasury, Marketing
Location(s): Montreal, Toronto
As a Regional Analyst or Regional Associate (depending on experience) you will proactively identify and qualify Investment Advisors for the sale of NBC structured products. Through sales activities (calls, emails, digital interactions, marketing campaigns, etc.) you will increase awareness and recognition of NBC’s structured products in the market and graduate high potential, qualified prospects up the segmentation ladder.
This position offers two opportunities: one in Montreal and one in Toronto
Your role:
- Make proactive sales and business development phone calls according to activity targets
- Actively participate in the business development of the Regional Directors (Outside Wholesalers) territories, 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, focusing primarily on new supporters and prospects/leads, while also engaging with select clients identified by the Regional Directors (Outside Wholesalers).
- Participate in training activities to remain an effective resource person in terms of both products and the market in general
Your team:
You will be based in Montreal or Toronto and working in partnership with Regional Directors (Outside Wholesalers) and the Sales support team in charge of servicing of clients (inside servicing). You will also have to collaborate with our product management team and trading team. Some travel may be required during certain instances (National Sales Meetings, client events, etc.).
The Structured Solutions Group, along with other teams involved in structured products, operates on-site at National Bank’s trading floor in Montreal and Toronto. This environment promotes collaboration and provides direct access to colleagues with diverse expertise and backgrounds, enhancing both your professional and personal growth.
Prerequisites
- Bachelor’s degree in a related industry and 1 year of relevant experience
- 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
- 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
Preferred competencies (asset):
- Sales experience
- Good knowledge of Salesforce (CRM)
- CFA designation (completed or in progress)
- The position in Montreal is bilingual. For the Toronto position, bilingualism would be considered an asset.
Languages:
English, French
Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.
Skills
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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!
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