Wealth Advisor Coaching Regional Manager
Banque Nationale du Canada
Coach Wealth Advisors and mobilize teams for National Bank Financial – Wealth Management across Montreal’s South Shore. Build advisor effectiveness through practical field leadership.This Associate Regional Manager role partners with the Vice-President and Regional Manager to support the region’s success. You provide trusted guidance, training, feedback, and resources that help advisors maximize productivity and revenue opportunities. You also contribute to recruiting, business development, communications, and client-focused service quality.Key Responsibilities:
Act as a trusted resource for Wealth Advisors’ business plansProvide coaching, feedback, training, and operational supportRecruit talent and expand the territory’s advisory practicesManage frontline communications and day-to-day solutionsRepresent National Bank Financial through community relationshipsRequirements:
Six to eight years of securities brokerage experienceDegree in a sector-related field at bachelor’s or master’s levelPreferred completion of CIRE, Retail Securities, and Supervisor ExamsPreferred registration with the Canadian Investment Regulatory OrganizationFrench and investment advisory knowledgeBring advisor coaching, mobilization, partnership development, and investment brokerage knowledge to National Bank Financial’s regional team.
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Act as a trusted resource for Wealth Advisors’ business plansProvide coaching, feedback, training, and operational supportRecruit talent and expand the territory’s advisory practicesManage frontline communications and day-to-day solutionsRepresent National Bank Financial through community relationshipsRequirements:
Six to eight years of securities brokerage experienceDegree in a sector-related field at bachelor’s or master’s levelPreferred completion of CIRE, Retail Securities, and Supervisor ExamsPreferred registration with the Canadian Investment Regulatory OrganizationFrench and investment advisory knowledgeBring advisor coaching, mobilization, partnership development, and investment brokerage knowledge to National Bank Financial’s regional team.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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