Vice President Investment

4 weeks ago


Montreal, Canada National Bank Full time

A career as Vice President, Investments offers the opportunity to take on a strategic leadership role within the Wealth Management sector in a context of organizational transformation. You will be responsible for driving the growth of investment activities, strengthening financial performance, and building key business relationships while embodying teamwork and the One Bank Mindset. You will also be responsible for maintaining relationships with regulatory authorities and fostering synergies across the entire network - Personal Banking, Wealth Management, Commercial Banking, and Private Wealth 1859 - which represents a major lever for business expansion.Your RoleStrategic Leadership:Define and execute the business plan for the Investments sector in a transformation context. Oversee financial objectives: revenue, client acquisition, NPS, compliance, and operational leverage. Represent the sector in special mandates and at corporate governance forums. Business Development and Strategic Relationships:Promote a One Bank approach by orchestrating strategic partnerships to drive growth, increase national presence, and strengthen collaboration across regions and business lines. Maintain strong relationships with regulatory authorities to ensure compliance and credibility. Team Leadership and Engagement:Lead the management team composed of Associate Vice Presidents, Investments, and provide mobilizing leadership across the group, which includes multiple advisory forces - Financial Planners, Investment and Retirement Specialists, Investment and Commercial Financing Specialists, and Remote Privilege Advisory - to ensure strategic alignment and collective performance. Enhance visibility and recruitment by positioning the team as a key player within the financial ecosystem. Drive strategic alignment and coordination of specialized advisory teams, creating bridges between sectors and mobilizing diverse talent to deliver sustainable results and growth. Client Relations and Business Development:Act as a strategic advisor to clients and internal partners. Develop initiatives to increase market share and client loyalty.Your ImpactIn this pan-Canadian role, you will have a decisive impact by driving the collective performance of the sector. You will demonstrate strong client and performance orientation, agility, and strategic influence, exercise inspiring leadership, uphold integrity and compliance, and build key relationships to support business expansion.Requirements Bachelor’s or Master’s degree in business administration, finance, or a related field IPF or FP Canada license (an asset) 10 to 15 years of strategic management experience in investments or financial services Proven leadership in managing large teams with a cross-functional, innovation-oriented approach Strong expertise in full P&L management, strategic business development, investments, and advisory services Excellent mastery of estate and financial planning, as well as performance management and organizational growth In-depth knowledge of regulatory issues, governance, and risk management in investments Mobilizing leadership, strategic thinking, client orientation, and ability to influence at the highest level***As announced on October 29th, the management of the network of financial planners and the investment distribution will be under the Wealth Management leadership as of January 1st, 2026***Your benefitsIn 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 clinicThese 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 firstWe'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



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