Regional Director (Wholesaler)
Description
As a Regional Director (Wholesaler), you will be a trusted partner and relationship manager promoting National Bank Investments (NBI) products to financial advisors in Kelowna and Okanagan. This role involves strengthening existing relationships, prospecting new advisors, achieving business development targets, and providing sales ideas, product information, and market updates. The position requires significant travel and acting as an ambassador for NBI.
What We're Looking For
Strengthen existing and prospect new advisor relationships using a disciplined approach,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 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,Identify all risks inherent to the Wealth Management sector's activities,Travel 90% of the time
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,Knowledge of the financial environment and industry, more specifically the mutual fund industry,Mutual Funds and business development experience,Experience in coaching and training,Knowledge of budget and territory management,Excellent knowledge of business development techniques,Financial designation (IFIC, CSC, PFP, CIMA, CFA or Fellow from CSI) is an asset
Minimum Education
Bachelor'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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.