Lead Expert Wealth Management Solutions

3 months ago

Toronto Ontario CA, Ontario National Bank Full time

*** Please note that candidates can be located in either Toronto, Calgary or Vancouver ***

Join the dynamic team of planners supporting full-service brokerage at National Bank Financial Wealth Management (NBFWM). National Bank of Canada, the 6th largest in Canada, is expanding rapidly and is looking to increase its team of high-caliber planning professionals. As a Lead Expert, you will be reporting directly to the Assistant Vice-President Advice, Wealth Management Solutions, you will provide leadership for the delivery of the financial and estate planning service offering to our wealth management advisors in the province and their clients.

Your job:

  • Lead a multidisciplinary team (made up of financial planning advisors, estate planning advisors and analysts) which provides support and assistance in the region for the following offers and services:
  • Financial planning service offering
  • Offer of estate planning services
  • Tax support
  • Integration of various partners and related services (insurance, banking solutions, fiduciary services (Trust), business services, etc.).
  • Prioritize, hire and fill positions in the multidisciplinary team
  • Promote the National Bank brand to organizations and planners in a recruitment strategy and monitoring of best practices (e.g. FP Canada)
  • Maximize the contribution of team members by establishing performance objectives linked to the business plan and promoting the commitment of all stakeholders.
  • Create a mobilizing climate in order to achieve the business objectives of the sector through team collaboration and to ensure the support of the various stakeholders for these orientations.
  • Ensure alignment of strategies with leaders of different sectors nationally.
  • Ensure regular communication with the national and regional management of National Bank Financial-Wealth Management (NBFWM) to guarantee maximum dissemination of our various service offerings and optimal alignment in execution.
  • Ensure the development, implementation and updating aimed at optimizing the efficiency, productivity and profitability of expert services.
  • Be responsible for the quality of the services offered and develop strategies to ensure the satisfaction of advisors and clients.
  • Participate in client meetings and support the team in files
  • Review of the offer and support the AVP in building the team and the long-term vision
More specifically, you will have to:

  • Carry out the effective implementation of wealth management offering, programs and services in the practice of advisors
  • Foster an environment that favors the conclusion of business development opportunities (asset consolidation, insurance, credit, etc.)
  • Ensure planning, management and monitoring of budgets, and see to the optimal allocation of financial resources
  • Participate in various committees and presentations that require a high level of expertise and ensure visibility of the sector

Your team:

You will be responsible for a team of about fifteen employees whose role is to support and guide the wealth management advisors of the NBFWM network in providing wealth management advisory services. You will be responsible for the financial planning, estate planning and tax teams outside of Quebec. You must ensure that the teams' delivery is well aligned with our relational and entrepreneurial model while ensuring that the planning experience reflects the needs of the customers at NBFWM. Finally, you will ensure that the customer experience is enhanced and that there is synergy with the various partners and services related to the NBFWM and the bank.

Prerequisites:

  • Holding a TEP title/accreditation or in financial planning (FP Canada., CFP) or/and master’s degree in finance or actuarial science or/and master’s degree or Diploma of Studies superior and specialized in taxation
  • University degree in a relevant field (law, accounting, actuarial science, finance, economics, etc.).
  • Minimum of 10 years of professional experience in the field of financial and estate planning or in wealth transfer
  • Taxation a strong asset
  • Excellent knowledge of the wealth management industry
  • Excellent understanding of the reality of wealth management advisors
  • Experience in team management
  • Ability to develop multidisciplinary teams and ensure their commitment to achieving common objectives
  • Experience in wealth or business transfer an asset
  • Be recognized as a leader in the industry
  • Strong influencing skills
  • Excellent communication skills
  • Bilingualism (spoken/written French) an asset

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

  • Wealth Management Solutions Advisor

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Company OverviewOptimize Wealth Management is a premier wealth management company that provides personalized financial solutions and advice to its clients. Our holistic approach focuses on matching clients' financial and life goals with customized strategies and exceptional customer service experiences.Job SummaryThis full-time role requires strong...

  • Wealth Management Support Specialist

    3 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Company OverviewOptimize Wealth Management, a leading wealth management firm based in Toronto, is dedicated to providing personalized financial solutions and expert advice to its clients. With a focus on matching clients' financial goals with tailored strategies, the company prides itself on delivering exceptional customer experiences through honesty,...

  • Senior Wealth Management Specialist

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Company OverviewOptimize Wealth Management (Optimize Inc.) is a leading wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients.We have a comprehensive range of financial services and solutions, including financial planning, portfolio management, tax preparation, debt management, and estate...

  • Wealth Management Specialist

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management: A Premier Wealth Management Firm">We are seeking a highly motivated Wealth Management Specialist to join our team at Optimize Wealth Management, a premier wealth management firm in Toronto. As a key member of our team, you will play a vital role in delivering exceptional client experiences and contributing to the growth and...

  • Strategic Wealth Management Specialist

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Wealth Management OpportunityOptimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking a highly skilled Strategic Wealth Management Specialist to join their team.About Optimize Wealth Management:Located in the downtown financial district, Optimize Wealth Management provides personalized financial solutions and advice to its...

  • Senior Wealth Management Coordinator

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management (Optimize Inc.) is a leading provider of personalized financial solutions in Toronto, ON.About UsWe offer comprehensive wealth management services including financial planning, portfolio management, tax preparation, debt management, and estate planning.Job OverviewThis is a full-time on-site role that requires strong administrative...

  • Wealth Management Associate

    3 days ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    About the RoleWe are seeking a skilled Wealth Management Associate to join our team at Optimize Wealth Management. As a key member of our team, you will be responsible for managing client onboarding, preparing paperwork, setting up accounts, and ensuring all compliance requirements are met.Key Responsibilities:Manage client onboarding process, including...

  • Senior Wealth Management Professional

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management:A leading wealth management company based in Toronto, ON, providing personalized financial solutions and advice to its clients. Our services include financial planning, portfolio management, tax preparation, debt management, and estate planning, all guided by our core values of honesty, persistence, teamwork, and excellence.About...

  • Wealth Management Financial Services Specialist

    2 days ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Company OverviewOptimize Wealth Management is a premier wealth management company located in Toronto, ON. Our team provides personalized financial solutions and advice to clients.

  • Wealth Management Financial Coordinator

    3 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    At Optimize Wealth Management, a leading wealth management company based in Toronto, ON, we strive to provide exceptional financial services and personalized advice to our clients. Our commitment to matching clients' financial goals with tailored strategies and outstanding customer experiences is at the core of our holistic approach.This full-time, on-site...

  • Dynamic Technology Solutions Expert

    2 weeks ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    Job DescriptionAviso Wealth is seeking a skilled Solution Architect to join our IT team. The successful candidate will be responsible for developing and delivering technology architecture and design strategies and solutions that support organizational functions and fulfill business goals.Key Responsibilities:- Develop and deliver technology architecture and...

  • Senior Financial Solutions Coordinator

    1 week ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    At Optimize Wealth Management, located in Toronto, ON, we are a leading provider of personalized financial solutions and advice to our clients. Our comprehensive financial services include financial planning, portfolio management, tax preparation, debt management, and estate planning.Key ResponsibilitiesMaintain accurate client files, records, and databases...

  • Portfolio Management Director

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Company OverviewOptimize Wealth Management is a prominent wealth management firm in Toronto, ON, dedicated to delivering exceptional financial solutions tailored to clients' needs. With a focus on holistic wealth management, our team provides personalized strategies for success.Job SummaryWe are seeking an experienced Portfolio Management Director to oversee...

  • Senior Portfolio Manager

    3 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth ManagementWealth management is a multifaceted field that requires expertise in financial planning, portfolio management, tax preparation, debt management, and estate planning.This full-time on-site role for a Senior Portfolio Manager at Optimize Wealth Management involves overseeing investments, financial analysis, portfolio management, and...

  • Wealth Management Leadership Position

    1 month ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...

  • Vice President Portfolio Management

    3 months ago

    Toronto, Ontario, Ontario, Canada Optimize Wealth Management Full time

    Company DescriptionOptimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients'...

  • Multimedia Content Creator for Optimize Wealth Management

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    About UsOptimize Wealth Management is a leading financial advisory firm dedicated to delivering tailored wealth management solutions to our clients.We are seeking a skilled Videographer/Video Editor to join our marketing team and produce high-quality video content that effectively communicates our brand message, showcases our services, and engages our target...

  • Digital Media Specialist

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    About Optimize Wealth ManagementWe are a leading financial advisory firm dedicated to delivering personalized wealth management solutions. Our mission is to empower individuals and families to achieve their financial goals through innovative and expertly crafted financial strategies.Compensation Package:The successful candidate can expect a competitive...

  • Strategic Client Solutions Manager

    3 weeks ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso Wealth is a leading wealth management and investment services provider in Canada, with over $130 billion in total assets under administration and management. As a trusted partner for credit unions, portfolio managers, investment dealers, insurance companies, and introducing brokers, we deliver innovative solutions that empower our clients to succeed in...

  • Senior Manager, Client Solutions Expert

    1 week ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    At Aviso Wealth, we are dedicated to delivering exceptional client experiences. As a leading wealth management organization, we strive for leadership, innovation, and partnership. We work with talented professionals who embody our values daily, creating a dynamic culture that sets us apart.The OpportunityWe're seeking an experienced Senior Manager, Service...