Associate Regional Manager

At National Bank Financial – Wealth Management, your role as Associate Regional Manager for Montreal’s South Shore gives you the opportunity to provide hands-on leadership to Wealth Advisors. You contribute to the region’s business development, coaching and governance by translating regional management’s direction into concrete actions in the field. You mobilize teams, promote operational and regulatory discipline, and contribute to a high-quality client experience, while acting as a partner to regional management to help drive the territory’s performance.

Your role

• Drive the region’s performance by executing business plans established with regional management, contributing to growth and business development objectives, and identifying obstacles that could limit team effectiveness.
• Support Wealth Advisors in executing their business plans by acting as a resource and trusted partner, and by providing coaching, feedback, training and access to the resources they need to maximize efficiency, productivity and revenue opportunities.
• Develop business by supporting the growth of advisory practices, identifying revenue opportunities, expanding the territory and recruiting new talent to contribute to the region’s growth.
• Provide hands-on operational leadership by communicating strategic directions and organizational information, managing frontline communications and finding solutions to day-to-day challenges.
• Ensure compliance and sound risk management by communicating policies and procedures, ensuring they are followed and collaborating with compliance partners to meet regulatory requirements applicable to securities brokerage.
• Contribute to a high-quality client experience and represent National Bank Financial within the region by helping improve service quality, participating in community events and business partnerships, and developing internal and external relationships that support the region’s growth.

Your team

National Bank Financial – Wealth Management is one of the largest securities brokerage firms in Canada. It brings together nearly 850 Wealth Advisors across more than 100 branches and serves more than 300,000 individual clients. Within the sector, you contribute to the success of the Montreal South Shore region and report to the Vice-President and Regional Manager.

Prerequisites

• Bachelor’s or master’s degree in a field related to the sector, combined with 6 to 8 years of relevant experience in securities brokerage.
• Completion of the Canadian Investment Regulatory Exam (CIRE), the Retail Securities Exam, and the Supervisor Exam, or equivalent, is preferred.
• Registration with the Canadian Investment Regulatory Organization (CIRO) is preferred.
• In-depth knowledge of the investment industry, wealth management and business development.