Practice Management Leader
1 week ago
A career in the Director, Practice Management - Wealth Management role at National Bank Financial means acting as a strategic advisor and coach for wealth management professionals.
Your key responsibilities:
- Support wealth management advisors in enhancing their practices through efficient operations and exceptional client experiences.
- Design and deliver customized coaching programs focusing on client engagement, practice optimization, and business growth.
- Inspire and influence professionals through dynamic training sessions, workshops, and presentations.
- Identify tailored strategies to address the unique needs of advisors.
- Contribute to the development and tracking of performance metrics related to coaching and training.
- Stay up-to-date with best practices and incorporate them into development initiatives.
About your team:
The Business Best Practices team within National Bank Financial - Wealth Management comprises dedicated experts committed to supporting advisors in their growth. You'll be part of an agile, collaborative team reporting to the Vice-President, Development and Client Experience. The team environment emphasizes mutual support and a commitment to excellence.
We offer a range of ongoing learning opportunities for your development, including hands-on learning, training courses, and collaborating with colleagues who have diverse expertise and profiles.
Key requirements:
- Hold a bachelor's degree and have 7-10 years of experience in wealth management.
- Have completed the CSC or an equivalent recognized course.
- Understand the day-to-day challenges of wealth management advisors.
- Be available to travel across Canada.
- Demonstrate business coaching skills, with the ability to inspire and influence professionals.
- Possess excellent interpersonal skills and be comfortable delivering group presentations.
- Ability to build trust-based relationships.
- Analytical mindset to assess and adapt coaching strategies.
- Skill in communicating clearly and inspirationally.
About the compensation package:
This role comes with a competitive salary of $120,000 per year, plus a wide range of flexible benefits to support your wellbeing and that of your family. Benefits include health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership, employee and family assistance, preferential banking services, opportunities for community involvement, telemedicine services, and virtual sleep clinics.
About working at National Bank:
National Bank is a dynamic organization that values courage, entrepreneurial culture, and passion for people. Our mission is to make a positive impact on people's lives. We prioritize inclusivity, diversity, and accessibility, creating a barrier-free workplace for all employees.
At National Bank, we strive to create a positive employee experience through our work environments and cutting-edge collaboration tools. We actively listen to employee ideas, encourage feedback, and prioritize regular communication.
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