Associate regional manager

National Bank; Quebec; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community initiatives involvement

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Financial - Wealth Management seeks an Associate Regional Manager for the Québec City region and Eastern Québec. You will coach wealth management advisors to achieve business objectives and report to the Vice-President and Regional Manager.

You will execute plans, lead a large advisor team, and foster strategic collaborations with compliance and partnerships to grow client assets and revenue in the region.

Qualifications

• Bachelor's or Master's degree in an activity-related field, with 6–8 years in brokerage.
• Includes 4 years supervising a large advisor team.
• Registration with CIRO is an asset.

Responsibilities

• Execute business plans developed by the Regional Manager and remove obstacles for the sales force.
• Manage a group of advisors to maximize productivity and revenue opportunities.
• Communicate strategic objectives and organizational information to advisors.
• Evaluate performance and coordinate access to training for partners.
• Oversee front-line communications and day-to-day issue resolution.
• Represent NBFWM in regional events and partnerships.
• Ensure compliance with policies and procedures.

Skills

Client relationship mgmt

Team leadership

Coaching & mentoring

Strategic planning

Regulatory & compliance

Education

Bachelor's or Master's in related 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.

Your job:

• 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

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• 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.

Making a bold move in a people-first environment

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?

Join us!