Regional Director (Wholesaler)
Description
The Regional Director (Wholesaler) at National Bank of Canada is a pivotal role focused on fostering relationships with financial advisors in the Maritimes, primarily based out of Halifax, to promote National Bank Investments (NBI) products. The role involves strengthening existing partnerships, prospecting new advisors, and achieving business development targets through disciplined coverage, consistent messaging, and strategic presentations. Responsibilities include providing sales ideas, product information, market updates, and acting as an NBI ambassador, as well as assisting with territory business plans and analyzing sales reports.
What We're Looking For
Strengthen existing and prospect new advisor relationships using a disciplined approach to advisor coverage,Focus timely and consistent messaging to advisors,Increase the number of advisors who do business with NBI,Work effectively with a team to achieve business development targets within the defined territory,Maintain regular contact with advisors through one-on-one meetings and branch presentations,Provide sales ideas, product information, and market updates,Act as an ambassador of NBI,Assist in the development and management of territory business plans,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,Ability to identify all risks inherent to the Wealth Management sector's activities
Ideal Candidate
Bachelor's degree in administration or a related field and five years of relevant experience, or Master's degree in administration or a related field 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 industry, specifically the mutual fund industry,Mutual Funds and business development experience,Experience in coaching and training,Knowledge of budget and territory management
Minimum Education
Bachelor's Degree or Master's Degree
Hard Skills
Soft Skills
Benefits
Special Commitments
Must be willing to travel 90% of the time.
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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