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Assistant Regional Manager – National Bank Financial
Category: Banking
  • Your pay will be discussed at your interview

Job code: lhw-e0-90289839

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National Bank Financial Group

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  Job posted:   Wed May 30, 2018
  Distance to work:   ? miles
  1 Views, 0 Applications  
Assistant Regional Manager – National Bank Financial
Title: Assistant Regional Manager - National Bank Financial
Location: BC

This position reports to the Vice President and Regional Manager, National Bank Financial Wealth Management ("NBFWM").

This role will cover the BC region.


+ The Assistant Regional Manager will be responsible for achieving business results through sales management leadership.

+ As the Assistant Regional Manager, you will execute the business plans developed by the Regional Managers while removing barriers that impede sales force effectiveness.

+ You will manage a group of investment advisors assigned by the Regional Managers to maximize revenue and productivity opportunities.

+ You will also be the primary point of contact for the investment advisors under your responsibility and will manage the communication of strategic objectives and corporate information.

+ You will have responsibility for maintaining and strengthening the relationships with investment advisors by fostering an open and inclusive environment along with an advisor focused culture.

+ Specifically, you will:

+ Execute business plans developed by the Regional Managers to achieve strategic and financial goals including assets, revenue, profitability and market share growth

+ Manage the performance of assigned investment advisors by evaluating their business, facilitating creation of business plans and coordinating access to coaching to and promotion of other partner solutions and resources

+ Oversee "first line" communication with assigned investment advisors and manage and resolve day to day issues

+ Work with the Regional Managers to actively identify and recruit Investment Advisors in the Region who would be a good fit with existing branches, our culture and are leaders in the industry

+ Act as an Ambassador to NBFWM in the assigned regions and internally through community representation and also participation in corporate events and partnerships

+ Communicate and ensure compliance with corporate policies and procedures

+ Assist the Regional Managers in providing compliance leadership, maintaining the compliance structure put in place and supervising the regional compliance supervisor to ensure compliance with the various regulatory requirements

+ In conjunction with the Regional Managers, manage the local managers to ensure they are fulfilling their role and responsibilities

+ Completed Bachelors or Master's degree related to the sector of activity as well as 6-8 years of relevant Brokerage experience, of which 4 years are in a supervisory capacity managing a large team of advisors

+ Completion of the Branch Manager's Course; Canadian Securities Course (C.S.C.), the Conduct & Practices Handbook (C.P.H.) and licensed with the IIROC

+ Client Centric with significant Business Development skills and extensive industry knowledge

+ Proficiency in Excel, Word and PowerPoint

+ Strong relationship manager with advanced negotiation and leadership skills

+ Demonstrated ability to create workable solutions to complex issues

+ Superior oral and written communication skills. Able to mediate and facilitate large groups and communicate effectively with internal and external partners


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