Lead Expert Wealth Management Solutions Specialist

3 days ago


Toronto, Ontario, Canada National Bank Full time
Join 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 Lead to join our team of planners supporting full-service brokerage at National Bank Financial Wealth Management (NBFWM). As a key member of our team, you will be responsible for providing expert advice and guidance to our clients, helping them achieve their financial goals and objectives.

National Bank of Canada, the 6th largest bank in Canada, is expanding rapidly and is looking for talented individuals to join our team. If you are a motivated and results-driven professional with a passion for wealth management, we encourage you to apply for this exciting opportunity.

About the Role:

  • Provide expert advice and guidance to clients on wealth management solutions
  • Develop and implement customized wealth management plans to meet client needs
  • Collaborate with cross-functional teams to deliver exceptional client service
  • Stay up-to-date with industry trends and developments to provide innovative solutions to clients

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation and benefits package
  • A chance to work with a leading financial institution


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