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Wealth Management Leader

2 months ago

Rimouski, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Manager to join our team at National Bank. As a key member of our organization, you will play a vital role in leading our financial planning team and driving business growth.

Key Responsibilities
  • Business Development: Identify and capitalize on growth opportunities in the wealth management sector, leveraging market analyses and regional expertise to inform strategic decisions.
  • Team Leadership: Manage a team of 13 Financial Planners, providing guidance, coaching, and development opportunities to ensure their success and growth.
  • Client Focus: Foster strong relationships with clients, promoting the Bank's client service directions and ensuring the application of best practices within the region.
  • Performance Management: Establish earnings growth targets for Financial Planner volume growth, diagnose problematic situations, and intervene in the resolution of complex and contentious problems.
  • Training and Development: Facilitate meetings and training sessions to encourage information sharing and knowledge transfer among team members, creating a climate conducive to engagement and professionalism.
Requirements
  • Education: Completed bachelor's degree, related to the sector of activity, and 10 years of relevant experience or completed Master's degree, related to the sector of activity, and 8 years of relevant experience.
  • Certifications: Graduate from the Institut québécois de planification financière (IQPF).
  • Experience: Experience in portfolio management with business development objectives to be achieved, experience in personnel management, and good team player with a collaborative spirit.
What We Offer
  • Competitive Compensation: In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
  • Professional Development: Access to colleagues with different expertise, experiences, and diverse profiles enriches your development from all perspectives.
  • Collaborative Environment: Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience.
About Us

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.