Wealth Advisor Coaching Regional Manager
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Coach Wealth Advisors and mobilize teams for National Bank Financial – Wealth Management across Montreal's South Shore. Build advisor effectiveness through practical field leadership.
This Associate Regional Manager role partners with the Vice-President and Regional Manager to support the region's success. You provide trusted guidance, training, feedback, and resources that help advisors maximize productivity and revenue opportunities. You also contribute to recruiting, business development, communications, and client-focused service quality.
Key Responsibilities:
- Act as a trusted resource for Wealth Advisors' business plans
- Provide coaching, feedback, training, and operational support
- Recruit talent and expand the territory's advisory practices
- Manage frontline communications and day-to-day solutions
- Represent National Bank Financial through community relationships
Requirements:
- Six to eight years of securities brokerage experience
- Degree in a sector-related field at bachelor's or master's level
- Preferred completion of CIRE, Retail Securities, and Supervisor Exams
- Preferred registration with the Canadian Investment Regulatory Organization
- French and investment advisory knowledge
Bring advisor coaching, mobilization, partnership development, and investment brokerage knowledge to National Bank Financial's regional team.