Regional Director

2 weeks ago


Kelowna, Canada National Bank of Canada Full time

Join to apply for the Regional Director (Wholesaler) role at National Bank of Canada Location: Kelowna, British Columbia, Canada 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. Responsibilities Strengthen existing and prospect new advisor relationships using a disciplined approach to advisor coverage and focus timely & consistent messaging to advisors. 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. Maintain regular contact with advisors through one‑on‑one meetings & branch presentations. Provide sales ideas, product information and market updates. Act as an ambassador of NBI. 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. Qualifications 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. Knowledge of the financial environment and industry, more specifically the mutual fund industry. 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. Benefits 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. Your team You will be reporting to the Regional Vice President – Western Canada. 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. Required Languages English #J-18808-Ljbffr


  • Regional Director

    2 weeks ago


    Kelowna, Canada National Bank of Canada Full time

    Join to apply for the Regional Director (Wholesaler) role at National Bank of Canada Location: Kelowna, British Columbia, Canada 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...

  • Regional Director

    2 weeks ago


    Kelowna, Canada National Bank of Canada Full time

    Join to apply for the Regional Director (Wholesaler) role at National Bank of Canada Location: Kelowna, British Columbia, Canada 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...

  • Regional Director

    2 days ago


    Kelowna, 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...

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    4 days ago


    Kelowna, Canada National Bank Full time

    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...

  • Regional Director

    4 days ago


    Kelowna, Canada National Bank Full time

    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...


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