Associate Regional Manager

Banque Nationale du Canada; Quebec; Hybrid; CAD 110,000 - 160,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank Financial - Wealth Management in Québec City region seeks an Associate Regional Manager to support wealth management advisors through coaching and strategic execution. You will report to the Vice-President and Regional Manager, overseeing performance, business planning, and partner development.

Flexibility in work arrangements is offered to promote life quality, with focus on client-centric growth and regulatory compliance within a leading Canadian brokerage.

Qualifications

• Bachelor's or master's degree related to the sector and 6 to 8 years of relevant brokerage experience.
• 4 years of experience supervising and managing a large team of advisors.
• Completion of CSI Investment Dealer Supervisors Course (IDSC), the CSC and the CPH Course is an asset.
• Registration with CIRO is an asset.
• Client-centric with strong relationship management and negotiation skills.
• Ability to solve complex problems and facilitate large-group collaboration.
• Superior oral and written communication skills.

Responsibilities

• Execute business plans developed by the Regional Manager while removing obstacles to sales effectiveness.
• Manage a group of advisors to maximize productivity and revenue opportunities.
• Act as a resource for advisors and communicate strategic objectives and organizational information.
• Evaluate advisor activities, support business plan creation, and coordinate access to training.
• Manage front-line communications and resolve day-to-day issues.
• Represent NBFWM in the region and in community partnerships.
• Communicate and ensure compliance with policies and procedures.
• Collaborate with the compliance supervisor to meet regulatory requirements.
• Evaluate and provide feedback to improve customer service and the customer experience.
• Set performance objectives and provide feedback or corrective actions as needed.

Skills

Client relationships

Negotiation

Strategic planning

Leadership

Communication

Education

Bachelor's/Master's degree in relevant field

Job description

Being an Associate Regional Manager for the Québec City region and Eastern Québec means being responsible for achieving the business unit's objectives by supporting the territory's wealth management advisors through your coaching. This position reports to the Vice-President and Regional Manager, National Bank Financial, Wealth Management ("NBFWM").

We are the brokerage house of the National Bank of Canada. Together, we have assets of $424 billion and more than 31,000 employees around the world.

National Bank Financial - Wealth Management is one of the largest securities brokerage firms in Canada. There are nearly 850 wealth management advisors in over 100 branches who manage the assets of nearly 300,000 individual clients.

• Execute business plans developed by the Regional Manager while removing obstacles that undermine the effectiveness of the sales force
• Manage a group of advisors in order to maximize productivity and revenue opportunities
• Act as a resource person for advisors under your responsibility and be responsible for communicating strategic objectives and organizational information
• Manage the performance of advisors by evaluating their activities, facilitating the creation of business plans and coordinating access to training for other partners
• Manage front-line communications and resolve day-to-day issues
• Act as an ambassador for NBFWM in the region and internally by participating in community events and corporate partnerships
• Communicate and ensure compliance with the organization's policies and procedures
• Act as a leader in collaboration with the compliance supervisor to meet various related regulatory requirements
• Evaluate and provide feedback to improve the quality of customer service and the customer experience in the region
• Establish performance objectives for associates, sales assistants and the administrative team, evaluate their performance and provide them with feedback or indicate corrective measures to be taken, if necessary

We aim to offer you maximum flexibility in your work to promote your quality of life. This includes, among other things, the organization of work time to reconcile professional and personal life, and flexible leave at times that matter.

Prerequisites:

• Bachelor's or master's degree related to the sector of activity and 6 to 8 years of relevant experience in brokerage, including 4 years of experience supervising and managing the capacity of a large team of advisors

Completion of the CSI Investment Dealer Supervisors Course (IDSC), the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course, an asset

• Registration with the Canadian Investment Regulatory Organization (CIRO), an asset
• Client-centric, significant business development skills and in-depth knowledge of the industry
• Excellent relationship management, partner management and negotiation skills
• Demonstrated ability to find concrete solutions to complex problems
• Ability to act as a mediator and facilitate work within large groups
• Superior oral and written communication skills

Languages:

French

Skills

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Critical Thinking Diversity & Inclusion Emotional Intelligence Problem Solving Risk Management Stress Management Client-focused Decision Making Learning Agility Mobilization Partner Development Resiliency Strategy Execution Managerial Courage

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

We're 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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?