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.
#J-18808-Ljbffr
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
Similar jobs that could be interesting for youBased on the Wealth Advisor Coaching Regional Manager in Winnipeg, MB vacancy
- Advisor coaching and wealth management expertise define this hybrid Meridian role. Support leaders and advisors across retail branches throughout the assigned geographic region.The Advisor Experience Specialist strengthens advisor effectiveness, member engagement, and practical...SuggestedWork at office1 day per week
Meridian Credit Union
Winnipeg, MB1 hour ago $110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials... ...in investable assets (or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice team with one of...SuggestedLong term contractWork at office$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need... ...privately held discretionary investment managers, and help clients achieve their unique financial... ...with an experienced Sales Development Coach, the Associate Wealth Advisor will...SuggestedInternshipFlexible hours- As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. You listen to members' and clients' needs, offer them advice that fits their financial situation...SuggestedInternshipRemote workFlexible hoursAfternoon shift
Desjardins
Winnipeg, MB1 hour ago - ...seeking a Business Development Partner to recruit, onboard and coach developing advisors in the Edmonton/Red Deer region. You will build their holistic financial services practice, including life, health and wealth products, while reporting to the District Manager and...Suggested
Sun Life
Winnipeg, MB1 hour ago - Help shape the future of wealth management with Virtus Private Wealth (VPW). Financial decisions don’t happen in isolation, and we don’t believe... ...future. We’re looking for an experienced Wealth Management Advisor based in Regina who wants to help us continue building VPW and...Long term contractSummer workWork at officeLocal areaFlexible hours
Virtus Group
Winnipeg, MB1 hour ago - As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service... ...You serve as an expert in your line of work, mentoring and coaching members of your team. More specifically, you will be...InternshipRemote workFlexible hours
Desjardins
Winnipeg, MB1 hour ago - Deliver exemplary service through wealth planning and portfolio management as a Wealth Advisor serving CC&L employee clients. Build trusted investment relationships.This client-facing position manages an established book within the CC&L Employee Investment Program. You will...
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB1 hour ago - Build lasting client relationships as an Investment Advisor in Victoria, using financial planning and portfolio management expertise at RBC Dominion Securities.This full-time Wealth Management position supports high-net-worth individuals, families, and business owners. You...Long term contractFull time
RBC Dominion Securities
Winnipeg, MB1 hour ago - ...high-net-worth advisory business with BMO Nesbitt Burns in the GTA, using portfolio management and comprehensive wealth advice. Serve clients through trusted relationships.As an Investment Advisor, you will advise high-net-worth individuals, families, and business owners. Build...
Bank of Montreal
Winnipeg, MB1 hour ago - Build lasting relationships with wealthy clients in Quebec through wealth management advice, integrated financial strategies, and frequent portfolio follow-up.As part of National Bank's Commercial & Private Banking 1859 team, you will serve as a preferred financial specialist...Work at office
Banque Nationale du Canada
Winnipeg, MB1 hour ago - Serve mass-affluent Signature Service members through wealth management, financial planning, and investment strategies. Build relationships while... ...expert partners and colleagues.As a senior wealth management advisor at Desjardins, you advise members and clients using the 360°...
Desjardins
Winnipeg, MB1 hour ago - As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. RequiredYou advise and assist members and clients in executing strategies using the 360° approach, including...InternshipRemote workFlexible hours
Desjardins
Winnipeg, MB1 hour ago - ...high-net-worth advisory practice with BMO Nesbitt Burns in the GTA, using portfolio construction and comprehensive wealth management advice.As an Investment Advisor, you will serve individuals, families, and business owners through trusted, long-term relationships. The work...Long term contract
Bank N.A.
Winnipeg, MB1 hour ago - Build trusted client relationships as a Desjardins Wealth Management Advisor, using financial planning and investment expertise to shape suitable solutions. French and advanced English are required.You advise mass-affluent individuals, businesses, and business owners across...Internship
Desjardins
Winnipeg, MB1 hour ago $100k - $140k per year
Location: Winnipeg, Ontario | Remote-Based with Regional Travel Salary: $100,000–$140,000 annually... ...partnering with a leading Canadian investment management organization to find an experienced, client-focused Wealth Advisor in Winnipeg, Manitoba. This is an exciting...Long term contractPermanent employmentFull timeWork at officeRemote workAltis
Winnipeg, MB1 hour ago- A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National Bank means acting as a trusted advisor... ...build lasting relationships based on trust. You report to the Regional Director, who will support your professional development and...Long term contractInternshipWork at officeRemote workFlexible hours
Banque Nationale du Canada
Winnipeg, MB1 hour ago - ...Oversee a defined territory of financial advisor practices, providing ongoing coaching and strategic guidance. Monitor... ...with the firm objectives – managing to our advisor KPI’s, ranging from... ...sources and the delivery of segmented, wealth planning advice Partner with advisors...InternshipWork at office
CI Financial
Winnipeg, MB1 hour ago $123.4k - $185.2k per year
...here: About Meridian The role:The Regional Vice President Wealth provides leadership and direction for... ...on-going support of Meridian’s Wealth Management strategy. This role would collaborate... ...practice management standards and advisor best practices assist in the development...Work at officeRemote work1 day per weekMeridian Credit Union
Winnipeg, MB1 hour ago$70k - $150k per year
Wealth Planning Support Team (WPST) is a business unit within BMO Wealth... ...to assess overall wealth management needs and recommended strategies... ...team, the Wealth Planning Advisor (WPA) provides financial planning... ...planning support through a regional dedicated centralized planning...Contract workPart timeWork at officeRemote workBMO
Winnipeg, MB1 hour ago- Build comprehensive financial plans in Regina as a Wealth Management Advisor with Virtus Private Wealth, connecting tax, insurance, and estate planning.This experienced advisor will help grow VPW’s Regina presence within Virtus Group. You will develop practical strategies,...
Virtus Group
Winnipeg, MB1 hour ago - Serve Quebec high net worth clients at Wealthsimple using comprehensive financial planning and investment management expertise in a hybrid team.As a Senior or Lead Advisor, you will support clients throughout their Wealthsimple journey. You will create tailored financial...
Wealthsimple
Winnipeg, MB1 hour ago - Build wealth management relationships as an Investment Advisor with RBC Dominion Securities in Saskatoon, using financial planning and portfolio management expertise.This full-time Investment Advisor opportunity supports high-net-worth individuals, families, and business owners...Full time
RBC Dominion Securities Inc.
Winnipeg, MB1 hour ago - Comprehensive financial planning and wealth management define this Calgary opportunity for an experienced Senior Advisor and Certified Financial Planner. Build trusted client relationships.Summit Search Group is recruiting for an established independent wealth management and...Long term contract
Summit Search Group
Winnipeg, MB1 hour ago - Strengthen trusted client relationships through wealth management advisory services, financial planning, and frequent portfolio follow-up. This... ...serves wealthy clients with National Bank.As a Private Wealth Advisor within Commercial & Private Banking 1859, you will determine...Work at office
National Bank of Canada
Winnipeg, MB1 hour ago - Join Alithya as a Salesforce Solution Architecture Advisor specializing in Financial Services Cloud. Lead impactful Salesforce implementations for Wealth Management organizations while ensuring compliance and security across platforms. In this full-time role, you will leverage...Full time
Alithya
Winnipeg, MB1 hour ago - ...financial plans and investment designs as a Senior Financial Advisor with ATB Wealth, building trusted client relationships through tailored advice... ...connecting clients with ATB’s internal experts. You will manage complex investment solutions, including mutual funds and securities...
ATB Financial
Winnipeg, MB1 hour ago - Scotia Wealth Management seeks a Senior Total Wealth Planner in Vancouver skilled in Naviplan, complex planning, and client presentations.This... ...Management results. The role also champions financial planning among Advisors, Relationship Managers, and clients.Key Responsibilities:...
Scotiabank
Winnipeg, MB1 hour ago $140k per year
...financial services organization is expanding its wealth advisory team and seeking an experienced Wealth Advisor to support its next phase of growth. With a team approaching... ...portfolio and contribute to a growing wealth management business. A dynamic, entrepreneurial culture...Long term contractPermanent employmentFull timeRemote workAltis
Winnipeg, MB1 hour ago$75k - $125k per year
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.In November 2023, Canada Life...Long term contractPermanent employmentFull timePart timeInternshipWork at officeLocal areaFlexible hoursCanada Life Group
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor Coaching Regional Manager. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB