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Branch Manager

Apply now Job ID 7527575920 Date posted 05/04/2021

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time


  • Are you known for your engaging leadership?
  • Do you have experience in business development?
  • Does leading your team to achieve results motivate you?

As a Branch Manager you will be responsible for supporting and assisting the employees of the branch, applying the Bank's strategic vision, and ensuring the professional development of your team. You will play a key role by ensuring the smooth functioning of your branch, listening to your employees and coaching them on a day-to-day basis.

This position reports to the Regional Vice-President.

In your role, you will be expected to:

  • Meet the branch's expected financial contribution (based on the regional business plan) by presenting it to your team and identifying the expected behaviours and business development activities
  • Provide personalized coaching to Advisors, the Customer Service Manager and the business development support team, to help them develop their skills and progress in their careers
  • Oversee the hiring, development and performance management of your team
  • Motivate your team to ensure a superior client experience
  • Ensure that members of your team apply and adhere to the established rules of engagement regarding client segmentation, referrals, transactions, risk management, regulatory compliance and branch procedures 
  • Act as a Business Unit Compliance Officer (BCO), overseeing all Mutual Fund Representatives (MFRs) assigned to the unit and ensuring that all transactions comply with suitability and compliance rules
  • Build lasting relationships with branch clients through various acquisition and retention activities
  • Optimize the quality of service offered to small businesses by assigning Advisors based on the branch's market potential
  • Act as an ambassador for the Bank within the local community and build profitable relationships with primary business partners
  • The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

  • Based on your academic background, at least 4 to 10 years' experience 
    • in managing and coaching a business development team 
    • in business development in the financial industry
  • College diploma and 9 years' experience
  • University certificate or National Bank University Program and 8 years' experience
  • Bachelor's degree and 6 years' experience
  • Master's degree and 4 years' experience
  • Mutual fund representative (MFR) licence
  • Be a Business Unit Compliance Officer (BCO) or become one within 3 to 6 months of hiring
  • Bilingualism French and English (spoken and written), knowledge of Italian, a strong asset

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviors) of partnership, agility and empowerment count as much as the business objectives.

National Bank values all aspects of diversity and sees it as a tremendous source of wealth. We want to offer an open, respectful work environment where all employees can achieve their full potential. Senior management has made a concrete commitment to promote this value across all sectors of the organization.  We're committed to providing accommodations as needed and ensuring accessibility during the recruitment process and after hiring.  If you have any specific needs, please let us know during our initial conversation and we'll be happy to accommodate you.

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day. 

Interested in the position? Apply now!

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Particular Condition:Temporary position for a period of 15 months (maternity leave replacement). At the end of the mandate, the selected person will be relocated to a regular Branch Manager position in the region. The selected candidates will have to complete online tests during the recruitment process. As part of his duties, the candidate will have to carry out networking activities and will be required to travel to meet clients. Please note that a minimal time in function ( in the same function, same transit and/or same portfolio) of 2 years is required for this position because it demands a constant and direct relationship with customers. This period will allow you to acquire the required skills for the position and to build a relationship with your customers. Work schedule may require evening and week-end shifts. Please note that the work schedule may vary according to operational needs.

JobField: Advisory Services, Personal Banking

Unposting Date: 2021-05-14

Job Number: MAN003LL

Posting Date: 2021-05-04

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