Lead Expert Wealth Management Solutions Specialist
1 month ago
At National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.
Key Responsibilities:- Lead a multidisciplinary team to deliver financial and estate planning services to our wealth management advisors and clients.
- Prioritize, hire, and fill positions in the team to ensure optimal performance.
- Develop and implement strategies to maximize team member contributions and achieve business objectives.
- Ensure alignment of strategies with national and regional leaders.
- Communicate regularly with national and regional management to ensure optimal execution of service offerings.
- Develop and implement processes to optimize efficiency, productivity, and profitability of expert services.
- Ensure quality of services and develop strategies to ensure advisor and client satisfaction.
- Participate in client meetings and support the team in files.
- Hold 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.
- 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.
At National Bank, we offer a competitive compensation package, flexible benefits, and a dynamic work environment. We're committed to fostering a positive employee experience and encourage regular feedback and communication. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.
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Toronto, Ontario, Canada Banque Nationale du Canada Full timeJoin Our Team of Planners at National Bank Financial Wealth Management*** Please note that candidates can be located in either Toronto, Calgary or Vancouver ***We are seeking a dynamic and experienced Wealth Management Solutions Expert Lead to join our team of planners at National Bank Financial Wealth Management (NBFWM). As a key member of our team, you...
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Toronto, Ontario, Canada Banque Nationale du Canada Full timeJoin Our Team of Planners at National Bank Financial Wealth Management*** Please note that candidates can be located in either Toronto, Calgary or Vancouver ***We are seeking a dynamic and experienced Wealth Management Solutions Expert Lead to join our team of planners at National Bank Financial Wealth Management (NBFWM). As a key member of our team, you...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Lead Expert Wealth Management Solutions
1 month ago
Old Toronto, Ontario, Canada Banque Nationale du Canada Full timeJob Title: Lead Expert Wealth Management SolutionsAre you a seasoned financial professional looking to take on a leadership role in wealth management? We're seeking a highly skilled and experienced Lead Expert to join our team at Banque Nationale du Canada.About the Role:The Lead Expert will be responsible for leading a multidisciplinary team of financial...
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Lead Expert Wealth Management Solutions
1 month ago
Old Toronto, Ontario, Canada Banque Nationale du Canada Full timeJob Title: Lead Expert Wealth Management SolutionsAre you a seasoned financial professional looking to take on a leadership role in wealth management? We're seeking a highly skilled and experienced Lead Expert to join our team at Banque Nationale du Canada.About the Role:The Lead Expert will be responsible for leading a multidisciplinary team of financial...
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Lead Expert Wealth Management Solutions
4 weeks ago
Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAs a Lead Expert Wealth Management Solutions, you will be responsible for leading a team of financial planning advisors, estate planning advisors, and analysts in providing support and assistance to wealth management advisors in the province and their clients. Your primary goal will be to deliver high-quality...
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Lead Expert Wealth Management Solutions
4 weeks ago
Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAs a Lead Expert Wealth Management Solutions, you will be responsible for leading a team of financial planning advisors, estate planning advisors, and analysts in providing support and assistance to wealth management advisors in the province and their clients. Your primary goal will be to deliver high-quality...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced Lead Expert to join our Wealth Management Solutions team. As a key member of our team, you will be responsible for leading a multidisciplinary team of financial planning advisors, estate planning advisors, and analysts in delivering exceptional...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAre you a seasoned professional with a passion for wealth management? Do you have a strong background in financial planning and estate planning? We are seeking a Lead Expert Wealth Management Solutions to join our team at National Bank Financial Wealth Management (NBFWM).About the Role:The Lead Expert Wealth...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAre you a seasoned professional with a passion for wealth management? Do you have a strong background in financial planning and estate planning? We are seeking a Lead Expert Wealth Management Solutions to join our team at National Bank Financial Wealth Management (NBFWM).About the Role:The Lead Expert Wealth...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
