Lead Expert Wealth Management Solutions Specialist
1 week ago
At National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.
Key Responsibilities:- Lead a multidisciplinary team to deliver financial and estate planning services to our wealth management advisors and clients.
- Prioritize, hire, and fill positions in the team to ensure optimal performance.
- Develop and implement strategies to maximize team member contributions and achieve business objectives.
- Ensure alignment of strategies with national and regional leaders.
- Communicate regularly with national and regional management to ensure optimal execution of service offerings.
- Develop and implement processes to optimize efficiency, productivity, and profitability of expert services.
- Ensure quality of services and develop strategies to ensure advisor and client satisfaction.
- Participate in client meetings and support the team in files.
- Hold 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.
- 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.
At National Bank, we offer a competitive compensation package, flexible benefits, and a dynamic work environment. We're committed to fostering a positive employee experience and encourage regular feedback and communication. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.
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Toronto, Ontario, Canada National Bank Full timeJoin Our Team of Planners at National Bank Financial Wealth ManagementWe are seeking a dynamic and experienced Wealth Management Solutions Expert Lead to join our team of planners 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 in wealth...
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Toronto, Ontario, Canada National Bank Full timeJoin Our Team of Planners at National Bank Financial Wealth ManagementWe are seeking a dynamic and experienced Wealth Management Solutions Expert Lead to join our team of planners 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 in wealth...
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Toronto, Ontario, Canada Banque Nationale du Canada Full timeJoin 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 Expert Lead to join our team of planners at National Bank Financial Wealth Management (NBFWM). As a key member of our team, you...
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Toronto, Ontario, Canada National Bank Full timeJoin 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...
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Toronto, Ontario, Canada National Bank Full timeJoin 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...
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Old Toronto, Ontario, Canada Banque Nationale du Canada Full timeJob Title: Lead Expert Wealth Management SolutionsAre you a seasoned financial professional looking to take on a leadership role in wealth management? We're seeking a highly skilled and experienced Lead Expert to join our team at Banque Nationale du Canada.About the Role:The Lead Expert will be responsible for leading a multidisciplinary team of financial...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAt National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.Key...
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Toronto, Ontario, Canada Banque Nationale du Canada Full timeJob Title: Lead Expert Wealth Management SolutionsAt Banque Nationale du Canada, we are seeking a highly skilled and experienced Lead Expert to join our team. As a key member of our Wealth Management Solutions group, you will be responsible for leading a multidisciplinary team of financial planning advisors, estate planning advisors, and analysts in...
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Toronto, Ontario, Canada Banque Nationale du Canada Full timeJob Title: Lead Expert Wealth Management SolutionsAt Banque Nationale du Canada, we are seeking a highly skilled and experienced Lead Expert to join our team. As a key member of our Wealth Management Solutions group, you will be responsible for leading a multidisciplinary team of financial planning advisors, estate planning advisors, and analysts in...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsJob 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...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsJob 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...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAbout 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...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAbout 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...
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Toronto, Ontario, Canada National Bank Full timeJob Title: Lead Expert Wealth Management SolutionsAbout 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...
