Lead Expert Wealth Management Solutions

1 week ago

Old Toronto, Ontario, Canada Banque Nationale du Canada Full time
Job Title: Lead Expert Wealth Management Solutions

Are 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 planning advisors, estate planning advisors, and analysts in providing support and assistance to wealth management advisors in the province and their clients. The successful candidate will have a strong background in financial and estate planning, as well as experience in team management and leadership.

Key Responsibilities:
  • Lead a team of financial planning advisors, estate planning advisors, and analysts in providing support and assistance to wealth management advisors in the province and their clients.
  • Develop and implement strategies to optimize the efficiency, productivity, and profitability of expert services.
  • Ensure 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:
  • 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.
  • 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:

As a Lead Expert at Banque Nationale du Canada, you will have the opportunity to work with a dynamic team of professionals who are passionate about delivering exceptional service to our clients. We offer a competitive compensation package, as well as a range of benefits and perks that will support your career growth and well-being.

Join our team and take the next step in your career as a Lead Expert Wealth Management Solutions

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