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- Tasks: Build and nurture relationships with financial advisors while promoting investment products.
- Company: Join a dynamic team at National Bank Investments, focused on growth and innovation.
- Benefits: Enjoy flexible benefits, wellness programs, and a generous pension plan.
- Why this job: Make a real impact in wealth management while developing your career.
- Qualifications: Bachelor's degree and relevant experience in finance or business development.
- Other info: Remote work with travel opportunities and a supportive, inclusive culture.
The predicted salary is between 43200 - 72000 £ per year.
This position covers London and Windsor. Embark on an exciting career with National Bank Investments! We 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 products to financial advisors in Southwestern Ontario (London/Windsor). 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. This is a terrific opportunity to contribute to and participate in the success and enthusiasm of the National team! This position reports to the Regional Vice President – Central Canada. The incumbent in this function 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 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 National Bank Investments.
- 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.
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.
- 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.
Languages: English
Skills:
- Business Development
- 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!
Regional Director (Wholesaler) (Remote) in London employer: National Bank
Contact Detail:
National Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Director (Wholesaler) (Remote) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for a Regional Director role. Personal referrals can give you a leg up, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for those interviews! Research National Bank Investments thoroughly and come armed with insights about their products and market position. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your fit for the role. It shows you’re keen and professional.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at National Bank Investments.
We think you need these skills to ace Regional Director (Wholesaler) (Remote) in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Regional Director role. Highlight your experience in business development and relationship management, as these are key for us at National Bank Investments.
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills align with the job description. Use examples from your past roles that showcase your expertise in the financial environment and mutual fund industry.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your achievements and experiences are easy to read and understand. Avoid jargon unless it’s relevant!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at National Bank
✨Know Your Territory
Before the interview, make sure you research the London and Windsor areas thoroughly. Understand the financial landscape, key players, and potential challenges in wealth management. This will help you demonstrate your knowledge and show that you're ready to hit the ground running.
✨Showcase Your Relationship Skills
As a Regional Director, building relationships is crucial. Prepare examples of how you've successfully nurtured advisor relationships in the past. Be ready to discuss your approach to maintaining regular contact and providing value to advisors through meetings and presentations.
✨Demonstrate Business Development Acumen
Highlight your experience in business development, especially within the mutual fund industry. Bring specific examples of how you've achieved targets and contributed to growth in previous roles. This will show that you have the skills needed to increase the number of advisors working with National Bank Investments.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving and emotional intelligence skills. Think about situations where you've had to navigate challenges or conflicts in a team setting. Being able to articulate your thought process will impress the interviewers and showcase your fit for the role.
