Regional Director (Wholesaler)

Regional Director (Wholesaler)

National Bank of Canada

Position covers the Horseshoe area, including Kitchener, Waterloo, and the Niagara region.

Embark on an exciting career with National Bank Investments! We are actively seeking a locally based Regional Director to join our rapidly growing business. As a Regional Director (Wholesaler), you will play a pivotal role as a trusted partner and relationship manager, dedicated to promoting the comprehensive line of National Bank Investments products to financial advisors in Kitchener, Waterloo, and the Niagara region.

Collaboration with an assigned Regional Associate (Inside Sales) and travel up to 90% of the time enable you to build and nurture relationships while strategically achieving business development objectives within your designated territory.

Your role

• 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 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 & 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 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 sector’s activities.

Prerequisites

Benefits

Additional required languages : English.

We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!

Come live your ambitions with us!

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