Associate Regional Manager (On-Site)

Job Description

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Attendance
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On-Site
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Job number
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28284
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Category
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Manager
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<p><strong>Status:</strong> Permanent </p>
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State
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Alberta
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Type of Contract
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Permanent
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Country
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Canada
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<p><strong>Schedule:</strong> Full-Time </p>
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Full Time / Part Time?
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Full-Time
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Posting date
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02-Sep-2025
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<strong>Area(s) of interest:</strong> Wealth management
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<strong>Location(s):</strong> Edmonton
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<p ><font face="times new roman"><span > </span></font><p><font face="times new roman"><span >We are seeking a dynamic and experienced <strong>Associate Regional Manager</strong> to join our Prairies Region leadership team, based in <strong>Edmonton, AB</strong>. This role plays a critical part in supporting our Wealth Management Advisors and driving regional growth. As a key member of the management team, you will provide strategic coaching, operational oversight, and business development support to help Advisors scale their practices and deliver exceptional client service. </span></font></p><p><font face="times new roman"><span >You’ll act as a bridge between Advisors and senior leadership, ensuring alignment with firm priorities and fostering a culture of performance and compliance. This is a high-impact role for a relationship-driven leader who thrives in a fast-paced, collaborative environment. </span></font></p><p><font face="times new roman"><span ><strong>Key Responsibilities </strong></span></font></p><p><font face="times new roman"><span >Advisor Support & Performance </span></font></p><ul><li><font face="times new roman"><span >Coach Advisors to maximize productivity, revenue, and client service quality </span></font></li><li><font face="times new roman"><span >Facilitate business planning and connect teams with internal partners (Insurance, Expert Team, Wealth Management Solutions Group) </span></font></li><li><font face="times new roman"><span >Provide tactical solutions to improve team efficiency and client experience </span></font></li><li><font face="times new roman"><span >Conduct regular meetings to identify performance obstacles and growth opportunities </span></font></li><li><font face="times new roman"><span >Assist with succession planning and team development initiatives </span></font></li><li><font face="times new roman"><span >Represent the firm at community and corporate events </span></font></li></ul><p><font face="times new roman"><span >Business Development & Recruitment </span></font></p><ul><li><font face="times new roman"><span >Generate actionable business development ideas and tools for Advisors </span></font></li><li><font face="times new roman"><span >Review and approve Marketing Allowance requests within firm guidelines </span></font></li><li><font face="times new roman"><span >Contribute to recruitment efforts and build relationships in the local market </span></font></li><li><font face="times new roman"><span >Support onboarding and integration of new Advisors </span></font></li></ul><p><font face="times new roman"><span >Leadership & Communication </span></font></p><ul><li><font face="times new roman"><span >Act as a strategic liaison between Advisors and senior leadership </span></font></li><li><font face="times new roman"><span >Communicate organizational goals, policy changes, and strategic initiatives clearly and effectively </span></font></li><li><font face="times new roman"><span >Support Advisors through change management and adoption of new tools and processes </span></font></li><li><font face="times new roman"><span >Lead and assist in hosting branch and regional meetings </span></font></li></ul><p><font face="times new roman"><span >Operational & Compliance Oversight </span></font></p><ul><li><font face="times new roman"><span >Handle escalations and resolve day-to-day operational issues </span></font></li><li><font face="times new roman"><span >Ensure compliance with regulatory and firm policies through coaching and communication </span></font></li><li><font face="times new roman"><span >Maintain the compliance structure and oversee the Regional Compliance Monitor </span></font></li><li><font face="times new roman"><span >Evaluate and provide feedback to improve customer service and client experience </span></font></li><li><font face="times new roman"><span >Set performance objectives for associates, sales assistants, and administrative staff </span></font></li></ul><p><font face="times new roman"><span >Qualifications & Requirements </span></font></p><ul><li><font face="times new roman"><span >Bachelor’s or Master’s degree in a relevant field </span></font></li><li><font face="times new roman"><span >6–8 years of experience in the brokerage industry, including 4+ years managing Advisors </span></font></li><li><font face="times new roman"><span >Eligible for CIRO registration (RR license & Branch Manager Course preferred) </span></font></li><li><font face="times new roman"><span >Completion of CSI Investment Dealer Supervisory Course (IDSC), Canadian Securities Course (CSC), and Conduct and Practices Handbook (CPH) preferred </span></font></li><li><font face="times new roman"><span >Strong client-centric approach and business development skills </span></font></li><li><font face="times new roman"><span >Excellent relationship management, negotiation, and partner engagement abilities </span></font></li><li><font face="times new roman"><span >Proven ability to solve complex problems and mediate within large teams </span></font></li><li><font face="times new roman"><span >Superior oral and written communication skills </span></font></li><li><font face="times new roman"><span >Ability to travel frequently across the Prairies Region </span></font></li></ul><p><font face="times new roman"><span >National Bank Financial – Wealth Management is one of Canada’s largest securities brokerage firms, with nearly 850 Advisors managing assets for over 300,000 clients. As part of the National Bank of Canada, we offer the strength of a major financial institution with a culture that values flexibility, innovation, and personal growth. </span></font></p><p><font face="times new roman"><span >We are committed to supporting your quality of life through flexible work arrangements, meaningful career development, and a collaborative environment where your leadership can make a lasting impact. </span></font></p><p><font face="times new roman"><span ><br></span></font></p><p><font face="times new roman"><span > </span></font></p><p><font face="times new roman"><span > </span></font></p><p><font face="times new roman"><span > </span></font></p></p>
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<p><strong><font size="2">Languages:</font></strong></p>
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English
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<p><strong>Your benefits</strong></p> <p> <p>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. </p> <p> </p> <p>* Health and wellness program, including many options</p> <p>* Flexible group insurance</p> <p>* Generous pension plan</p> <p>* Employee Share Ownership Plan</p> <p>* Employee and Family Assistance Program</p> <p>* Preferential banking services</p> <p>* Opportunities to get involved in community initiatives</p> <p>* Telemedicine service</p> <p>* Virtual sleep clinic </p> <p> </p> <p>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. </p> <p> </p> <p>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.</p> <p> </p> <p><strong>We're putting people first</strong></p> <p>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.  </p> <p> </p> <p>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? </p> <p> </p> <p>Come live your ambitions with us!</p> </p>
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</p>Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal