- 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.
- 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
-
· Regional Director of Sales - Job Description · Position Summary: · The Regional Director of Sales will lead a dynamic sales team, responsible for the daily sales efforts, total revenues, yield strategies and overall positioning of all properties under the Argus Hospitality umb ...
Kelowna, BC, Canada $110,000 - $190,000 (CAD) per year15 hours ago
-
The Regional Director of Sales will lead a dynamic sales team responsible for daily sales efforts total revenues yield strategies and overall positioning of all properties under the Argus Hospitality umbrella. · ...
Kelowna, BC1 month ago
-
About Gillis · At Gillis, we believe that sales is the lifeblood for all organizations. Our mission is to make sales accessible and achievable to all hotel owners. We also believe that our associates are our biggest asset and we put our people first over profit. If you are lookin ...
Kelowna, BC1 day ago
-
About Gillis · At Gillis, we believe that sales is the lifeblood for all organizations. Our mission is to make sales accessible and achievable to all hotel owners. We also believe that our associates are our biggest asset and we put our people first over profit. If you are lookin ...
Kelowna OTHER2 days ago
-
Do you want to empower people who are blind or partially sighted to live safely and independently? At VLRC, we value our employees as our greatest asset. We're committed to supporting their well-being, professional growth, and work-life balance. · Lead day-to-day operations of th ...
Kelowna1 week ago
-
Do you want to make a difference in the lives of Canadians living with vision loss? · Vision Loss Rehabilitation Canada (VLRC) is a national health services organization dedicated to empowering people who are blind or partially sighted to live safely and independently. · Our cert ...
Kelowna2 days ago
-
· Do you want to make a difference in the lives of Canadians living with vision loss? · Vision Loss Rehabilitation Canada (VLRC) is a national health services organization dedicated to empowering people who are blind or partially sighted to live safely and independently. · Our c ...
Kelowna, British Columbia, Canada15 hours ago
-
Do you want to make a difference in the lives of Canadians living with vision loss? · Vision Loss Rehabilitation Canada (VLRC) is a national health services organization dedicated to empowering people who are blind or partially sighted to live safely and independently. · Our cert ...
Kelowna, BC1 week ago
-
Relocation Bonus – Up to $10,000 · AgeCare offers a relocation bonus of up to $10,000 to support licensed professional nurses relocating to rural and select urban communities in British Columbia. Conditions may apply; please contact us for details. · The Opportunity · The Directo ...
Kelowna, British Columbia, Canada1 week ago
-
The Catholic Independent Schools of the Nelson Diocese (CISND) serve over 1, · 300 students across six elementary schools and one regional high school in the Okanagan and Kootenay regions of British Columbia.CISND is seeking a highly skilled Executive Assistant to the Superintend ...
Kelowna, British Columbia1 month ago
-
The Regional Manager, Animal Protection Services is accountable for overseeing cruelty investigation activity in the assigned area. · Collaborates with relevant provincial departments to provide assistance to branches in matters related to cruelty investigations. · Represents the ...
Kelowna, BC, Canada1 week ago
-
The Interior Health Cancer Care Network has been established to lead cancer care services in its geographic boundaries.The Medical Director will provide key leadership within Clinical Operations portfolio. · Developing partnerships throughout health system · Liaising between staf ...
Kelowna1 month ago
-
The Director, P3 Operations is responsible for the overall development, procurement, management, operation, and direction of P3-related Contracted Services for Interior Health (IH). The Director manages the P3 Operations team. · Develops contracts by working with external contrac ...
Kelowna, British Columbia1 month ago
-
The Medical Director is a new position and will provide key leadership within the Interior Health Clinical Operations portfolio. · In accordance with the established vision and values of the organization and in partnership with the Network Director, Cancer Care, the Medical Direc ...
Kelowna1 month ago
-
· Executive Assistant to the Superintendent · Catholic Independent Schools of the Nelson Diocese (CISND) · Location: Catholic Pastoral Centre (Kelowna, British Columbia) · Overview · The Catholic Independent Schools of the Nelson Diocese (CISND) serve over 1,400 students across ...
Kelowna, BC15 hours ago
-
This position can be based out of one for the following cities : Vancouver, Victoria or Kelowna. You will be responsible for the strategic and operational leadership of the western regional sales team. · ...
Kelowna, British Columbia3 weeks ago
-
The Director P3 Operations is responsible for overseeing P3-related Contracted Services for Interior Health IH . They manage procurement development operation direction contracting policies procedures quality services liaison between contractors senior management external agencie ...
Kelowna, BC1 month ago
-
The BC Nurses' Union (BCNU) is a strong, dynamic voice for nurses and nursing in British Columbia, representing more than 50,000 members. BCNU provides collective agreement negotiation and support to its members, as well as professional and advocacy services in the field of resea ...
Kelowna, British Columbia5 days ago
-
We are hiring a permanent full-time Physician Compensation Analyst who is passionate about making a difference in healthcare. The position is flexible within the Interior Health Authority. · ...
Kelowna, British Columbia1 month ago
- Work in company
Specialist | Medical Staff Occupational Health, Safety & Wellness
Only for registered members
Interior Health is hiring a permanent full-time Specialist, Medical Staff Occupational Health, Safety & Wellness who is passionate about making a difference in healthcare. · ...
Kelowna, BC1 month ago
Regional Director - Kelowna - NATIONAL BANK OF CANADA
Description
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 19-Feb-2026 Area(s) of interest: Wealth management Location(s): KelownaWe 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.
Your job
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.
Basic requirements
Press space or enter keys to toggle section visibility
Business Expansion Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 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 These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal-
Regional Director of Sales
Only for registered members Kelowna, BC, Canada
-
Regional Director of Sales
Only for registered members Kelowna, BC
-
Hotel Regional Director of Sales
Only for registered members Kelowna, BC
-
Hotel Regional Director of Sales
OTHER Only for registered members Kelowna
-
Manager, Healthcare Operations
Only for registered members Kelowna
-
Manager, Healthcare Operations
Only for registered members Kelowna
-
Manager, Healthcare Operations
Only for registered members Kelowna, British Columbia, Canada
-
Manager, Healthcare Operations
Only for registered members Kelowna, BC
-
Director of Care Brandt's Creek Mews
Only for registered members Kelowna, British Columbia, Canada
-
Executive Assistant to the Superintendent
Only for registered members Kelowna, British Columbia
-
Regional Manager, Animal Protection Services
Only for registered members Kelowna, BC, Canada
-
Administration
Only for registered members Kelowna
-
Director | P3 Operations
Only for registered members Kelowna, British Columbia
-
Administration
Only for registered members Kelowna
-
Executive Assistant to the Superintendent
Only for registered members Kelowna, BC
-
Regional Sales Manager
Only for registered members Kelowna, British Columbia
-
Director | P3 Operations
Only for registered members Kelowna, BC
-
Senior Ratio Officer
Only for registered members Kelowna, British Columbia
-
Physician Compensation Analyst
Only for registered members Kelowna, British Columbia
-
Specialist | Medical Staff Occupational Health, Safety & Wellness
Only for registered members Kelowna, BC