At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Regional Sales Director

Role Specifications

Flexible work arrangements. Alternate Locations. Remote Work Available. Travel Required.

It's a new world, and we're learning to embrace it! People are changing the way they work and connect, so we're changing too. Join a team that lets you impact the future, grow to your fullest potential, be your authentic self, and connect with clients and colleagues in meaningful ways.

CWB is on a mission to become the best full-service bank for business owners of Canada.

Canadian Western Bank (CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services. And we do it together - united, as oneCWB. We are firmly committed to the responsible creation of value for all our stakeholders and our approach to sustainability will support our continued success.

CWB Equipment Financing is a team of specialized individuals who know heavy equipment industries inside and out. Our crew members are not office dwellers, corporate nine to fivers' - we are on-site every day, connecting with clients, when it makes sense for them. In fact, we spend almost as much time in hard hats & work boots as our clients do.

The opportunity

The Regional Sales Director (RSD) provides leadership to the banking centre & district leaders to incite development, growth, and profitability of a market, including developing strong client relationships and excellent people leadership practices where the culture inspires dedication, success, and aligns with CWB values. The RSD will lead the execution of CWB's strategic agenda and seize opportunities for growth in a complex, diverse and constantly evolving environment.

The day-to-day


  • Provide visible and effective leadership to mobilize the team in line with our brand promise, winning aspiration, and change priorities, both with internal teams and externally in the market.
  • Build a successful and positive team culture in line that is fair, fun, progressive, diverse, and inclusive, where people feel they make a difference. Reinforce coaching practice throughout the region with clear and consistent expectations, activities, and accountability, leading by example
  • Facilitate ongoing training, development, and career growth for teams
  • Proactively collaborate with a wide range of partners across all CWB group companies to build credible, trusting, and candid relationships
  • Provide strong leadership of key change initiatives ensuring consensus and strong execution

Sales leadership & coaching

  • Drive proactive sales activities to retain, grow and add profitable full-service relationships.
  • Deliver world-class client experiences at every interaction to continuously build a differentiated experience. We provide critical solutions for clients with the view to be every client's primary financial partner, working seamlessly with colleagues and peers across our organization to create a united & unrivalled experience.
  • Conduct proactively recurring coaching of sales and financial professionals, as determined by established operating rhythms.
  • Lead and manage accountability for and attainment of key performance measures including targeted goals for profitable loan growth, net new clients and internal business referrals required to grow franchised client relationships
  • Expand addressable market and new sales opportunities within assigned territories by ensuring all team members are accountable for proactive business development activities, including targeted prospecting and calling programs
  • Achieve consistent operating rhythms to manage activities and deliver sales targets while maintaining strong frameworks for accountability and communications
  • Develop, strategize, and implement a business development program in the applicable markets to achieve targeted growth. Develop a market specific strategy to drive growth and diversification in portfolio.

Regional portfolio management & operations

  • Provide oversight and guidance on credit requests ensuring applications exhibit quality risk assessment and analysis as well as appropriate pricing within defined credit policies and procedures
  • Manages prudent lending (quality underwriting) and effective controls (disciplined data integrity, forecasting, compliance, and monitoring) in accordance with CWB policy and relevant regulatory requirements
  • Use data and available information to minimize loan and revenue loss experienced, through implementation of programs and procedures to identify and manage problem loans
  • Ensure timely and consistent follow-up for account reviews, compliance targets are met, and interest rates/fee-based revenues are properly established
  • Champion use of customer relationship management tools and data analytics capabilities that facilitate effective performance planning and activity reporting, business forecasting, target-setting, and sales process optimization
  • Responsible for oversight and management of annual operating budgets and ongoing performance reporting for designated sales region,
  • Ensure appropriate balance between growth and profitability in consideration of targeted credit quality thresholds and risk appetite
  • Drive focus on key efficiency and expense metrics to ensure performance and meet all profit expectations, including adherence to expense budgets and implementation of business transformation initiatives

Foundational Knowledge And Experience To Grow With

Financial and marketing knowledge of local markets and national economies built on a foundation of formal education (business, commerce, finance, sales, marketing diploma/degree) with 8 plus years of sales or sales management experience (preferably in equipment financing and leasing), including 5 years in a sales operation, business planning, or sales support management role. ¡ Subject matter expert in sales with proven success in developing, leading & implementing sales plans with extensive experience in business development, negotiations, and risk management for sophisticated financial transactions in the equipment finance and/or easing space. ¡ Talent management, inclusive of effective hiring, talent development, performance management and reward processes and programs across areas of responsibility that positively impact attraction, motivation, engagement, and retention of best-in-class talent.

Skills And Competencies That Will Take You Further

  • Play to win leadership. Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and diverse workforce. Build meaningful relationships. Champion change. Nurture collaboration & a untied CWB approach. Coach with courage & candor. Intentionally feedforward. Empower through delegation. Strengthen our learning culture with a growth mindset. Invest in people first talent management through acquisition, development, engagement, performance management & retention initiatives. Thrive under pressure. Grow from failures. Deliver results.
  • Sales driven. Demonstrates capacity to lead and enact a strategic & ambitious business plan, seizing opportunities for growth.
  • Collaborative & change ready. A demonstrated ability to think strategically and plan optimally for an organization working in a diverse and driven environment with a multitude of tasks, thriving with grace and humour, under pressure
  • Experienced negotiator & communicator: Optimize business and client relationships while practicing proactive risk management in a highly driven environment - an absolute win/win determination.
  • Financially savvy. Strongly established skills in structuring creative, viable solutions to meet client needs and practice mindful lending while respecting CWB policies & procedures.
  • Agile, responsive & decisive: Identify and respond to changes in the business environment, making decisions and implementing to address client concerns, issues, and priorities.
  • Brand ambassadorship. Be highly visible as the face of CWB, in partnership with the branch manager, with larger businesses and related professionals, and be well-known as a trusted business advisor who is sought after for financial mentorship.

Why work with us?

Winners of Canada's Most Admired Corporate Culture 2021 &

Recognized as one of 50 Best Workplaces in Canada by Great Place to Work® 2021

& Best Workplaces for Mental Wellness in Canada 2021

Values Driven People First Benefits

At CWB, we know your life, downtime, family, adventure, recovery, and future are an important part of you. They're important to CWB too. That's why our benefits take care of your whole life.

Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 100% company-funded health coverage, health care spending account, a flexible wellness program & generous time-away options to unplug, rest & recover. Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find a community within the CWB family in our employee represented groups. Career development. We invest in our employees' development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset - our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for ?in the moment? and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB's support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can't work forever! So, we've got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner!

Put your career in overdrive with CWB. Apply now.


As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date

  • Position closes at 12:01am on the close date identified below.


Additional Information

Edmonton, AB, Canada
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