Lead Expert Wealth Management Solutions Specialist
1 week ago
Job Summary:
We are seeking a highly skilled and experienced Lead Expert to join our team at National Bank Financial Wealth Management (NBFWM). As a Lead Expert, 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 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 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.
Why Join 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.
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