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Regional Director

Regional Director

NATIONAL BANK OF CANADAKelowna, British Columbia, Canada
23 hours ago
Job type
  • Full-time
Job description

Job Description

We are seeking a highly skilled Regional Director to join our team. As a trusted partner and relationship manager, you will be responsible for promoting National Bank Investments (NBI) products to financial advisors in Kelowna and Okanagan.

Your Responsibilities

  • Strengthen existing relationships with financial advisors and prospect new opportunities using a disciplined approach.
  • Increase the number of advisors who do business with NBI.
  • Work collaboratively 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 NBI and assist in the development and management of territory business plans.
  • Identify risks inherent to the Wealth Management sector's activities.

Requirements

  • Bachelor's degree in administration or related field, plus five years of relevant experience, or Master's degree in administration or related field, plus 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.
  • Strong communication and presentation skills in English, knowledge of another language is an asset.

    • Benefits

    In addition to competitive compensation, we offer a wide range of flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, group insurance, pension plan, employee share ownership plan, and more.

    Our Values

    We prioritize partnership, agility, and empowerment, and strive to have a positive impact on people's lives. We foster a barrier-free workplace and welcome all candidates.

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    Regional Director • Kelowna, British Columbia, Canada