Lead Wealth Advisors across Montreal’s South Shore through coaching, business development, and operational discipline. French is required for this regional leadership role. As Associate Regional Manager at National Bank Financial – Wealth Management, you support regional performance and translate management direction into field actions. You coach advisors, strengthen governance, and help deliver a high-quality client experience. Your work combines investment brokerage, compliance, risk management, and strategic communications.
Key Responsibilities
- Execute regional business plans and identify obstacles limiting team effectiveness
- Coach Wealth Advisors through feedback, training, and resource access
- Support advisory practice growth and identify revenue opportunities
- Communicate strategic directions and resolve frontline operational challenges
- Ensure policies, procedures, and securities brokerage requirements are followed
Requirements:
- Bachelor’s or master’s degree related to the sector
- Six to eight years of relevant securities brokerage experience
- In-depth investment industry and wealth management knowledge
- Business development knowledge and solid problem-solving ability
- French-language proficiency Apply investment advisory, coaching, compliance, and risk management expertise to support National Bank Financial’s South Shore region.
📌 Associate Regional Wealth Management Manager (Brossard)
🏢 BNC
📍 Brossard