Associate regional manager

Attendance On-Site Job number 28748 Category Manager Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 31-Oct-2025 Area(s) of interest: Wealth management Location(s): Ottawa We are seeking a dynamic and experienced Associate Regional Manager to join our Ontario Region leadership team, based in Ottawa . This role plays a critical part in supporting our Wealth Management Advisors and driving regional growth. As a key member of the management team, you will provide strategic coaching, operational oversight, and business development support to help Advisors scale their practices and deliver exceptional client service.
You’ll act as a bridge between Advisors and senior leadership, ensuring alignment with firm priorities and fostering a culture of performance and compliance. Advisor Support & Performance
Coach Advisors to maximize productivity, revenue, and client service quality
Facilitate business planning and connect teams with internal partners (Insurance, Expert Team, Wealth Management Solutions Group)
Conduct regular meetings to identify performance obstacles and growth opportunities
Assist with succession planning and team development initiatives
Represent the firm at community and corporate events Business Development & Recruitment
Generate actionable business development ideas and tools for Advisors
Review and approve Marketing Allowance requests within firm guidelines
Contribute to recruitment efforts and build relationships in the local market
Act as a strategic liaison between Advisors and senior leadership
Communicate organizational goals, policy changes, and strategic initiatives clearly and effectively
Support Advisors through change management and adoption of new tools and processes
Ensure compliance with regulatory and firm policies through coaching and communication
Evaluate and provide feedback to improve customer service and client experience
Set performance objectives for associates, sales assistants, and administrative staff Qualifications & Requirements Bachelor’s or Master’s degree in a relevant field
6–8 years of experience in the brokerage industry, including 4+ years managing Advisors
Strong client-centric approach and business development skills
Excellent relationship management, negotiation, and partner engagement abilities
Superior oral and written communication skills National Bank Financial – Wealth Management is one of Canada’s largest securities brokerage firms, with nearly 850 Advisors managing assets for over 300,000 clients. As part of the National Bank of Canada, we offer the strength of a major financial institution with a culture that values flexibility, innovation, and personal growth.
We are committed to supporting your quality of life through flexible work arrangements, meaningful career development, and a collaborative environment where your leadership can make a lasting impact. Languages: English, French 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. 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. Une carrière en tant que Conseiller As a Senior Legal Advisor in the Legal