Regional Director; Wholesaler

Position: Regional Director (Wholesaler)
This position will cover the Horseshoe area, including Kitchener, Waterloo, and the Niagara region.

Embark on an exciting career with National Bank Investments! We are actively seeking a locally based Regional Director to join our rapidly growing business. As a Regional Director (Wholesaler), you will play a pivotal role as a trusted partner and relationship manager, dedicated to promoting the comprehensive line of National Bank Investments products to financial advisors in Kitchener, Waterloo, and the Niagara region.

Collaborating closely with an assigned Regional Associate (Inside Sales), you will be instrumental in building and nurturing relationships while strategically achieving business development objectives within your designated territory. This is a terrific opportunity to contribute to and participate in the success and enthusiasm of the National team!

This position reports to the Regional Vice President – Central Canada.

The incumbent in this function will be required to travel 90% of the time.

Your role :

Strengthen existing and prospect new advisor relationships using a disciplined approach to advisor coverage and focus timely & consistent messaging to advisors.

Increase the number of advisors who do business with National Bank Investments.

Work effectively with a team in order to achieve business development targets within the defined territory.

Maintain regular contact with advisors through one on one meetings & branch presentations.

Provide sales ideas, product information and market updates.

Act as an ambassador of National Bank Investments.

Assist in the development and management of territory business plans by focusing on highly successful advisors.

Create and analyze firm sales and asset reports to determine territory opportunities.

Participate in new and existing training programs to enhance performance and further career development.

The candidate needs to be able to identify all risks inherent to the Wealth Management sector’s activities.

Prerequisites

Hold a bachelor’s degree in administration or a related field and five years of relevant experience OR a master’s degree and four years of relevant experience

Financial designation (IFIC, CSC, PFP, CIMA, CFA or Fellow from CSI) is an asset

Knowledge of the financial environment and mutual fund industry

Solid experience in business development and coaching

Knowledge of budget and territory management

Excellent communication and presentation skills.

Skills

Budget Management

Business Development

Coaching

Communication

Emotional Intelligence

Problem Solving

Teamwork

Client-focused

Learning Agility

Standards Compliance

Benefits

Health and wellness program, including many options

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

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!

Why work at National Bank?
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?

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