Regional Director

6 days ago

Kelowna BC, Canada NATIONAL BANK OF CANADA Full time

Attendance Hybrid Job number 28953 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-Oct-2025 Area(s) of interest: Wealth management Location(s): Kelowna 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 Kelowna and Okanagan. You will be required to travel 90% of the time.
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. 


~ Provide sales ideas, product information and market updates. 


~ 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.

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. 
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 


~ Mutual Funds and business development experience


~ Experience in coaching and training


~ Knowledge of budget and territory management 


~ Excellent knowledge of business development techniques


~ Financial designation (IFIC, CSC, PFP, CIMA, CFA or Fellow from CSI), is an asset


~ Strong communication and presentation skills in English (spoken and written), knowledge of another language is an asset

Languages: English Skills
Business Development Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening 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 ConseillerAs a Senior Legal Advisor in the Legal

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