Regional director (wholesaler)

National Bank; Halifax; On-site; CAD 100,000 - 125,000; Full time

Job summary

A prominent Canadian financial institution is seeking a Regional Director to promote the full line of investment products to financial advisors in Halifax. This role requires extensive travel (90%) and focuses on strengthening existing and prospecting new relationships. Candidates should possess a degree in administration and relevant experience in the financial sector. Competitive compensation and a wide range of benefits are offered, including wellness programs and flexible insurance options.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Telemedicine service

Virtual sleep clinic

Qualifications

• 5 years of relevant experience or 4 years with a Master's degree.
• Knowledge of the financial environment and mutual fund industry.
• Experience in mutual funds and business development.

Responsibilities

• Strengthen and prospect new advisor relationships.
• Increase the number of advisors doing business with NBI.
• Maintain regular contact with advisors through meetings and presentations.

Skills

Relationship management

Business development techniques

Strong communication skills

Coaching and training

Fluent in French & English

Education

Bachelor's degree in administration or related field

Master's degree in administration or related field

Financial designation (IFIC, CSC, PFP, CIMA, CFA)

Job description

We are actively seeking a locally based Regional Director to join our rapidly growing business. As a Regional Director (Wholesaler), you will play a pivotal role as a trusted partner and relationship manager, dedicated to promoting the comprehensive line of National Bank Investments (NBI) products to financial advisors in the Maritimes, based out of Halifax.You will be required to travel 90% of the time.

Your job

• 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 NBI.
• 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 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.

Your team

You will be reporting to the Regional Vice President - Eastern Canada. Collaborating closely with an assigned Regional Associate (Inside Sales), you will be instrumental in building and nurturing relationships while strategically achieving business development objectives within your designated territory.

Basic requirements

• 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
• Financial designation (IFIC, CSC, PFP, CIMA, CFA or Fellow from CSI), is an asset
• 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
• Strong communication and presentation skills in French & English (spoken), is an asset

Your benefits

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. * 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 * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!