Regional Director (Wholesaler) (Hybrid)

Your job

• 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 sector’s activities.

Your team

You will be reporting to the Regional Vice President – Western Canada. Collaborating closely with an assigned Regional Associate (Inside Sales), you will be instrumental in building and nurturing relationships while strategically achieving business development objectives within your designated territory.

Basic requirements

• 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