Associé aux ventes internes

【岗位职责】 主动识别并筛选IIROC和MFDA渠道中的投资顾问及理财规划师，以销售NBI投资解决方案；通过电话、电子邮件、数字互动及营销活动提升NBI产品的认知度与认可度；负责生成销售线索、维护客户关系，并为销售团队安排会议；跟踪并报告销售活动，在CRM系统中准确记录信息；与营销团队合作执行定向推广活动；关注市场趋势及竞争对手动态，以有效定位NBI产品；在加拿大金融咨询市场中扩大公司影响力。 【任职要求】 具备主动开展业务拓展的能力；熟悉IIROC和MFDA渠道的运作；拥有销售线索生成与客户关系维护经验；能熟练使用CRM系统进行数据记录与报告；具备良好的沟通与协作能力，能与营销团队配合执行活动；对市场趋势和竞争对手有敏锐的洞察力；致力于在加拿大金融咨询市场中推动业务增长。

Bachelor's degree in business, finance, or a related field. 2-3 years of experience in sales, business development, or financial services. Strong communication and interpersonal skills. Proficiency in CRM software and Microsoft Office Suite. Knowledge of investment products and the Canadian financial advisory landscape. Ability to work independently and as part of a team. Bilingualism (French and English) is an asset.

Banque Nationale is a major Canadian bank offering financial services and investment solutions.