Wealth Management Team Leader

4 weeks ago

Rimouski, Quebec, Canada National Bank Full time

Position Overview

As a Wealth Management Team Leader, you will hold a pivotal advisory position, guiding financial advisors within your sector. This role is designed to enhance your business relationships, foster your entrepreneurial spirit, and leverage your leadership capabilities.

Your Responsibilities

  • Champion the bank's client service strategies and ensure adherence to best practices across the region.
  • Identify and capitalize on growth opportunities informed by market analysis and regional insights.
  • Set ambitious earnings growth targets for the financial advisory team.
  • Engage in diagnosing challenges and resolving complex issues effectively.
  • Oversee the recruitment, development, and performance evaluation of financial advisors within your team.
  • Facilitate training sessions and meetings to promote knowledge sharing and collaboration among team members.
  • Create an environment that encourages engagement and professionalism among team members.
  • Conduct regular personalized meetings with financial advisors to enhance their sales and customer service skills.

Your Team

In this role, you will benefit from the stability of a well-established institution, managing a team of financial advisors across a diverse territory with significant potential. Our training programs, focused on experiential learning, will help you master your profession, with customized content available for your continuous development.

Qualifications

  • A completed bachelor's degree related to the field and a minimum of 10 years of relevant experience, or a completed master's degree with at least 8 years of relevant experience.
  • Certification from the Institut québécois de planification financière (IQPF).
  • Experience in portfolio management with a focus on business development.
  • Proven experience in personnel management.
  • A collaborative spirit and ability to work effectively within a team.

Skills Required

  • Client-focused
  • Critical Thinking
  • Decision Making
  • Diversity & Inclusion
  • Emotional Intelligence
  • Learning Agility
  • Managerial Courage
  • Mobilization
  • Partner Development
  • Problem Solving
  • Resiliency
  • Risk Management
  • Strategy Execution
  • Stress Management

Benefits

In addition to competitive compensation, you will have access to a wide range of flexible benefits designed to promote your well-being and that of your family, including:

  • Health and wellness programs with various options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities for community involvement
  • Telemedicine services
  • Virtual sleep clinic

We prioritize a positive employee experience, actively listening to your ideas and feedback through regular communication and surveys.

Our Commitment

We are a bank that values a human-centered approach, distinguished by our courage, entrepreneurial culture, and dedication to people. Our mission is to positively impact lives, guided by our core values of partnership, agility, and empowerment. We strive to create an inclusive workplace that is accessible to all employees, ensuring our recruitment process is fully accommodating.

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