Job Description

Attendance

Hybrid

Job number

28953

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time 

Full Time / Part Time?

Full-Time

Posting date

15-Oct-2025

Area(s) of interest: Wealth management

Location(s): Kelowna

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 (NBI) products to financial advisors in Kelowna and Okanagan. You 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 NBI. 
• 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 NBI. 
• 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.

Your team

You will be reporting to the Regional Vice President – Western Canada. 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. 

Basic requirements

• 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
• Strong communication and presentation skills in English (spoken and written), knowledge of another language is an asset

 

Languages:

English

Skills

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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!

Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal

Job Tags

Permanent employment, Full time, Contract work, Part time, Flexible hours,

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