NBI Regional Director - Advisor Relations
National Bank of Canada • Canada, Canada
Role Description
Become a key player at National Bank Investments by taking on the Regional Director role focused on advisor relations in Manitoba and Southern Saskatchewan, with 90% travel.
As a Regional Director, you'll establish yourself as a trusted partner, effectively managing advisor relationships and promoting NBI's comprehensive suite of products. Your focus will be on strengthening connections and developing business plans while participating in training programs for ongoing professional growth.
Key Responsibilities:
• Build and enhance advisor engagement with NBI
• Collaborate to achieve territory development goals
• Conduct regular advisor meetings and presentations
• Offer sales strategies and market updates
• Analyze sales reports to uncover territory opportunities
Requirements:
• Bachelor's degree or Master's in a related field
• Four to five years’ experience in financial services
• Familiarity with the mutual fund industry
• Ability in coaching and t...
As a Regional Director, you'll establish yourself as a trusted partner, effectively managing advisor relationships and promoting NBI's comprehensive suite of products. Your focus will be on strengthening connections and developing business plans while participating in training programs for ongoing professional growth.
Key Responsibilities:
• Build and enhance advisor engagement with NBI
• Collaborate to achieve territory development goals
• Conduct regular advisor meetings and presentations
• Offer sales strategies and market updates
• Analyze sales reports to uncover territory opportunities
Requirements:
• Bachelor's degree or Master's in a related field
• Four to five years’ experience in financial services
• Familiarity with the mutual fund industry
• Ability in coaching and t...