Lead Expert Wealth Management Solutions Specialist
1 week ago
At NBC, we're seeking a highly skilled and experienced Lead Expert to join our Wealth Management Solutions team. 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 team to ensure optimal performance and productivity.
- Develop and implement strategies to promote the National Bank brand and attract top talent in the industry.
- Establish performance objectives linked to the business plan and promote the commitment of all stakeholders to achieve common goals.
- Ensure alignment of strategies with leaders of different sectors nationally and guarantee maximum dissemination of our service offerings and optimal execution.
- Develop, implement, and update processes to optimize 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.
- 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.
- Competitive compensation.
- A wide range of flexible benefits to promote your wellbeing and that of your family.
- Health and wellness program, including many options.
- 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.
- Virtual sleep clinic.
We're 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 offer a barrier-free workplace that is accessible to all employees.
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