Lead Expert Wealth Management Solutions Specialist
1 week ago
About the Role:
We are seeking a highly skilled and experienced Lead Expert to join our Wealth Management Solutions team at National Bank. 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 providing support and assistance to our wealth management advisors in the province and their clients.
Key Responsibilities:
- Lead a team of professionals in delivering financial and estate planning services to our wealth management advisors and their clients.
- 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.
- 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 to achieve business objectives through team collaboration and ensure the support of various stakeholders for these orientations.
- Ensure alignment of strategies with leaders of different sectors nationally.
- Ensure regular communication with 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 the offer and support the AVP in building the team and the long-term vision.
Requirements:
- 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.
What We Offer:
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness program, 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, and virtual sleep clinic.
About Us:
We are 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 want to offer an accessible, barrier-free workplace 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.
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