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Senior Analyst National Accounts

Apply now Job ID 8955861440 Date posted 06/04/2021

Primary Locations: Toronto, Ontario

Employee Status: Regular

Schedule: Full-time

  • Do you have a passion for both analytics and business development?
  • Do you know how to build relationships of trust and loyalty?
  • Are you interested in taking on challenges in the Investment sector?

The primary focus of the National Accounts team is to gain a deep understanding of client firms through the building and enhancement of long-term relationships at all levels of the client firm. Strategic focus includes collaborating with designated client firms to retain current assets and add new assets by continuing a core strategy of shifting from traditional “mutual fund supplier” to “strategic business partner.” The National Accounts team works on an integrated basis with National Sales teams to deliver and align National Bank experience to the strategic business needs of client firms with the objective of enhancing gross sales, improving asset retention, broadening product participation and maximizing profitability.

Job Description:

Develop and maintain relationships with national gatekeepers, product managers and analysts from client firms in order to maximize asset acquisition, retention and mutual profitability. You will also assist with the preparation of major service agreements and ensure the implementation and follow up of banking applications for client firms. The successful candidate will also maintain an ongoing communication, a collaborative and strategic approach to client firm coverage. 

National Accounts:

  • Assist the Director, National Accounts in building relationships with national gatekeepers, product managers and analysts with client firms to maximize asset acquisition and retention
  • Identify product shelf opportunities, as appropriate, within new and existing bank and insurance product platforms
  • Represent National Bank at industry and key client events to position NBI as a global, integrated wealth management firm

Dealer Services:

  • Act as point of contact for day-to-day dealer service-related issues
  • Engage in regular dialogue with Dealer Services (back office) to actively find ways to improve procedures, policies and dealer interactions
  • Stay up to date on the dealer product approval process and that all processes are well known and documented


  • Meeting with major dealers on a regular basis to discuss new business opportunities
  • Create new opportunities by offering new products and service by partnering and collaborating with Treasury, Compliance, IT and Operations
  • Ongoing special projects such as: system conversions, internal and external audits, and database management (Access; Power BI)

  • Bachelor's degree in related field and 3 years of relevant experience within a National Accounts, Strategic Alliance or institutional relations type role.
  • CSC required and a recognized financial planning-oriented designation (CFP), or progress toward, preferred.
  • Working knowledge of OSC and IFIC regulations.
  • Solid understanding of financial services industry.
  • Proficiency with Microsoft Windows and Excel required.
  • Strong ability to originate, communicate and execute ideas.
  • Proficiency with Microsoft Windows and Excel required.
  • Solid, persuasive and genuine communication and presentation skills.
  • Proactive and committed team player.
  • Bilingualism, both spoken and written (English and French), an asset.  

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day. 

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives. 

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services.   

National Bank values all aspects of diversity and sees it as a tremendous source of wealth. We want to offer an open, respectful work environment where all employees can achieve their full potential. Senior management has made a concrete commitment to promote this value across all sectors of the organization.  We're committed to providing accommodations as needed and ensuring accessibility during the recruitment process and after hiring.  If you have any specific needs, please let us know during our initial conversation and we'll be happy to accommodate you. 


JobField: Wealth Management

Unposting Date: 2021-06-18

Job Number: INV0001X

Posting Date: 2021-06-04

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