Job Title

Position Overview Regional Director (Wholesaler) at National Bank of Canada. Responsibilities 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 NBI. 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 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. The candidate needs to be able to identify all risks inherent to the Wealth Management sectors activities. Qualifications Bachelor's degree in administration, or in a related field and five years of relevant experience or Master's degree in administration, or in 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. Strong communication and presentation skills in English (spoken and written), knowledge of another language is an asset. Benefits Health and wellness program, including many options. Flexible group insurance. Generous pension plan. Employee Share Ownership Plan. Employee and Family Assistance Program. Preferential banking services. Opportunities to get involved in community initiatives. Telemedicine service. Virtual sleep clinic. Additional Required Languages English Location Kelowna, British Columbia, Canada Travel Required to travel 90% of the time. About National Bank of Canada We offer a dynamic work environment and cuttingedge collaboration tools that foster a positive employee experience. We actively listen to employees ideas and encourage regular feedback and ongoing communication. Our mission is to have a positive impact on people's lives and we are committed to a barrierfree workplace that is accessible to all employees. #J-18808-Ljbffr