Wholesaler Mutual Funds Etf - Toronto, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Toronto, Canada

22 hours ago

Posted by:

Sophia Lee

beBee Recruiter

Description

National Bank Investments is looking for a locally based
Regional Director (Wholesaler) for an excellent opportunity to join our growing business.

Being a Regional Director (Wholesaler) means being a trusted partner and relationship manager by promoting the entire line of National Bank Investments products offered to the brokerage and financial planning markets in Ontario to a specified territory.

You will work closely with the assigned Associate (Inside Sales). You will be responsible for building relationships and achieving sales objectives within a specific territory,
GTA North.

This is a terrific opportunity to contribute to and participate in the success and enthusiasm of the national team

You will report to the Regional Vice President
Central Canada.

You will be required to travel 90% of the time.

Your job

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 National Bank Investments
Work effectively with a team in order to achieve sales targets within the defined territory (GTA North)
Maintain regular contact with Advisors through oneonone meetings & branch presentations
Provide sales ideas, product information and market updates to Financial Advisors
Act as an ambassador of National Bank Investments (NBI) to Financial Advisors
Assist in the development and management of territory business plans focused on highly successful Advisors/Brokers
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.

Prerequisites

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
Good knowledge of the financial environment and industry, more specifically the mutual fund industry
Mutual Funds sales experience
Experience in sales and business development
Experience in coaching and training
Knowledge of budget and territory management
Knowledge of the region (GTA North)
Excellent knowledge of sales techniques
Financial designation (IFIC, CSC, PFP, CIMA, CFA or Fellow from CSI), an asset
Strong communication and presentation skills
Bilingualism (English, French) spoken and written, an asset.

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.

Come live your ambitions with us