Regional Director (Wholesaler) (Remote)

This position reports to the Regional Vice President – Central Canada.

The incumbent in this function will be required to travel 90% of the time.

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 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 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

• Hold a bachelor’s degree in administration or a related field and five years of relevant experience OR a master’s degree and four years of relevant experience
• Financial designation (IFIC, CSC, PFP, CIMA, CFA or Fellow from CSI) is an asset
• Knowledge of the financial environment and mutual fund industry
• Solid experience in business development and coaching
• Knowledge of budget and territory management
• Excellent communication and presentation skills.