Assistant Regional Manager - National Bank Financial, Halifax
Banque Nationale
Halifax, Halifax, NS Canada
10d ago

Assistant Regional Manager - National Bank Financial

This position reports to the Regional Director, National Bank Financial Wealth Management ( NBFWM ).

Main challenges

  • 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 Manager while removing barriers that impede sales force effectiveness.
  • You will manage a group of investment advisors assigned by the Regional Manager 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 Manager to achieve strategic and financial goals including assets, revenue, profitability and market share growth
  • Manage the performance of 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
  • Manage first line communication with investment advisors and manage and resolve day to day issues
  • 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 region and internally through community representation and also participation in corporate events and partnerships
  • Communicate and ensure compliance with corporate policies and procedures
  • Provide compliance leadership, maintain the compliance structure put in place and supervise the regional compliance supervisor to ensure compliance with the various regulatory requirements
  • Evaluate and provide feedback to improve the quality of customer service and the client experience within the region
  • Establish performance objectives and evaluate the performance of the sales assistants and administrative staff and provide feedback or corrective action as appropriate
  • Manage the local managers to ensure they are fulfilling their role and responsibilities
  • Qualifications

  • 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
  • We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-

    wide leader in diversity.

    In this document, the masculine gender designates both sexes with no discrimination intended, and is used only to facilitate reading.

    Wealth Management

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