Regional Manager, Ontario and Northwestern Quebec

Desjardins; Toronto; On-site; CAD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness (

Job summary

Desjardins is seeking a Regional Manager for Ontario and Northwestern Quebec to lead Private Wealth Management growth and strategy across the region. You will drive profitability, manage relationships with caisses and networks, and ensure a distinctive client experience for high-net-worth clients.

Lead cross-functional teams, ensure compliance with regulatory requirements, and develop talent while advancing strategic priorities at a divisional level.

Qualifications

• Bachelor’s degree in a related field.
• Minimum of nine years of relevant experience.
• CIRO Registered Representative status.
• Designated Supervisor: Investment Dealer Supervisors Course (IDSC).
• Knowledge of French is required for Quebec positions.
• Advanced English proficiency.

Responsibilities

• Execute the regional business development plan with Desjardins teams.
• Standardize regional business practices and performance objectives.
• Maintain relationships with caisse networks and wealth management partners.
• Draw up and monitor a regional plan addressing priorities and objectives.
• Promote Desjardins’s wealth management regionally as an ambassador.
• Implement regional management practices to foster engagement.

Skills

Leadership

Strategic planning

Relationship building

Business development

Regulatory knowledge

Bilingual English/French

Education

Bachelor’s degree in a related field

Job description

As Regional Manager, Ontario and Northwestern Quebec, you’ll provide strategic leadership to drive sustainable, profitable growth for Private Wealth Management in your territory. You’ll serve as the primary representative of Private Wealth Management in the region and play an influential role with caisses, Desjardins Business Centres, specialized networks and strategic partners to strengthen Private Wealth Management’s positioning and visibility, drive profitable growth and increase its contribution across the wealth management continuum. You’ll be accountable for growth and profitability, the achievement of business objectives, business development and the application of sound business practices throughout the region. In this capacity, you’ll engage teams and partners to accelerate business development, expand services for high-net-worth and ultra-high-net-worth members and clients and deliver a distinctive member/client experience. Recognized for your ability to inspire and engage others and forge strong partnerships, you’ll help shape evolving business practices, develop talent and advance strategic priorities at a divisional level to drive sustainable growth and performance. You’ll also be accountable for compliance with all legal and regulatory requirements applicable to your activities, adherence to the Desjardins Securities Code of Ethics and compliance with applicable organizational policies, procedures and governance frameworks. More specifically, you will be required to:

• Execute the regional coordinated business development plan for Private Wealth Management, in partnership with the Desjardins teams (caisse network, wealth management networks, business networks, etc.).
• Make sure the regional business model is followed by standardizing business practices, business development strategies and performance objectives.
• Maintain strong relationships with regional players—particularly members of the caisse network, wealth management networks and business network—to build partnerships that contribute to achieving the business development objectives for all parties.
• Draw up and monitor a regional business development plan that addresses priorities, challenges and objectives.
• Promote Desjardins’s wealth management sector at a regional level by acting as an ambassador in the community.
• Implement regional management practices to foster engagement and encourage participation in community activities and social events for clients and teams.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

#LI-Hybrid

What you bring to the table

• Bachelor’s degree in a related field
• A minimum of nine years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Registered with the Canadian Investment Regulatory Organization (CIRO) as: Registered Representative (Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE))
• Designated Supervisor: Investment Dealer Supervisors Course (IDSC)
• Knowledge of French is required for positions in Quebec
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Action oriented, Customer Focus, Decision quality, Develops talent, Differences, Drive results, Engagement, Nimble learning, Teams

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Management (FG)