Description
The National Bank Investments is seeking a locally based Regional Director (Wholesaler) to manage and grow relationships with financial advisors in the GTA North territory. The role involves promoting National Bank Investments products, building and nurturing client relationships, and achieving business development objectives in collaboration with a Regional Associate. This position reports to the Regional Vice President – Central Canada.
What We're Looking For
Strengthen existing and prospect new advisor relationships with a disciplined approach to coverage and timely, consistent messaging.,Increase the number of advisors doing 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, focusing on highly successful advisors.,Create and analyze firm sales and asset reports to identify territory opportunities.,Participate in new and existing training programs for performance enhancement 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 with five years of relevant experience, OR a Master's degree in administration or a related field with four years of relevant experience.,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.,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
Benefits
Special Commitments
Required to travel 90% of the time.
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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