Associate Regional Manager

At National Bank Financial – Wealth Management, your role as Associate Regional Manager for Montreal’s South Shore gives you the opportunity to provide hands‑on leadership to Wealth Advisors. You contribute to the region’s business development, coaching and governance by translating regional management’s direction into concrete actions in the field. You mobilize teams, promote operational and regulatory discipline, and contribute to a high‑quality client experience, while acting as a partner to regional management to help drive the territory’s performance.Your role
Drive the region’s performance by executing business plans established with regional management, contributing to growth and business development objectives, and identifying obstacles that could limit team effectiveness.Support Wealth Advisors in executing their business plans by acting as a resource and trusted partner, and by providing coaching, feedback, training and access to the resources they need to maximize efficiency, productivity and revenue opportunities.Develop business by supporting the growth of advisory practices, identifying revenue opportunities, expanding the territory and recruiting new talent to contribute to the region’s growth.Provide hands‑on operational leadership by communicating strategic directions and organizational information, managing frontline communications and finding solutions to day‑to‑day challenges.Ensure compliance and sound risk management by communicating policies and procedures, ensuring they are followed and collaborating with compliance partners to meet regulatory requirements applicable to securities brokerage.Contribute to a high-quality client experience and represent National Bank Financial within the region by helping improve service quality, participating in community events and business partnerships, and developing internal and external relationships that support the region’s growth.Your team
National Bank Financial – Wealth Management is one of the largest securities brokerage firms in Canada. It brings together nearly 850 Wealth Advisors across more than 100 branches and serves more than 300,000 individual clients. Within the sector, you contribute to the success of the Montreal South Shore region and report to the Vice‑President and Regional Manager.Prerequisites
Bachelor’s or master’s degree in a field related to the sector, combined with 6 to 8 years of relevant experience in securities brokerage.Completion of the Canadian Investment Regulatory Exam (CIRE), the Retail Securities Exam, and the Supervisor Exam, or equivalent, is preferred.Registration with the Canadian Investment Regulatory Organization (CIRO) is preferred.In‑depth knowledge of the investment industry, wealth management and business development.Languages:
FrenchSkills
Press space or enter keys to toggle section visibilityInvestment Brokerage Coaching Compliance Management Critical Thinking Investment Advisory Problem Solving Risk Management Strategic Communications Stress Management Client‑focused Decision Making Mobilization Partner Development Resiliency Strategy ExecutionIn 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 such as:Health and wellness program, including many optionsEmployee Share Ownership PlanEmployee and family assistance programPreferential banking servicesInvolvement in community initiativesVirtual sleep clinicWe 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.Making a bold move in a people‑first environmentWe’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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier‑free and accessible environment to all employees.We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
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