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Regional Director

Regional Director

National BankKelowna, British Columbia, Canada
1 day ago
Job type
  • Full-time
Job description

Job Title : Regional Director (Wholesaler)

We are actively seeking a locally based Regional Director to join our rapidly growing business in the Wealth management area. As a trusted partner and relationship manager, you will promote National Bank Investments (NBI) products to financial advisors in Kelowna and Okanagan.

Your Role :

  • Strengthen existing and prospect new advisor relationships using a disciplined approach.
  • Increase the number of advisors who do business with NBI.
  • 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 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.

About You :

  • 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.

    • Languages : English