Director of Regional Operations

1 week ago


Canada National Bank Full time
Job Summary: We are seeking a highly skilled and experienced Regional Director to join our team. As a Regional Director, you will play a pivotal role in promoting National Bank Investments (NBI) products to financial advisors in the Greater Montreal area.

About Us: National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. We're putting people first and encourage regular feedback and ongoing communication.

Key Responsibilities:
  1. Increase the number of advisors who do business with NBI
  2. Work effectively with a team to achieve business development targets within the defined territory
  3. Provide sales ideas, product information, and market updates
  4. Assist in the development and management of territory business plans by focusing on highly successful advisors
  5. Create and analyze firm sales and asset reports to determine territory opportunities
  6. Participate in new and existing training programs to enhance performance and further career development
  7. Identify all risks inherent to the Wealth Management sector's activities

Requirements:
  • Bachelor's degree in administration or a related field and five years of relevant experience, or Master's degree in administration or a related field and four years of relevant experience
  • Financial designation (IFIC, CSC, PFP, CIMA, CFA, or Fellow from CSI), is an asset
  • 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 and written), knowledge of another language is an asset


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