Description
The Regional Director (Wholesaler) will be a trusted partner and relationship manager responsible for promoting National Bank Investments products to financial advisors in Southwestern Ontario (London/Windsor). This role involves building and nurturing relationships, collaborating with a Regional Associate, and strategically achieving business development objectives within the assigned territory.
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 National Bank Investments.
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 National Bank Investments.
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 career development.
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.
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 or Master's Degree
Hard Skills
Soft Skills
Work Hours
Full-Time
Benefits
Special Commitments
Requires 90% travel
Also Available At
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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