Lead Expert Wealth Management Solutions
8 hours ago
We are seeking a highly skilled and experienced Lead Expert to join our team at Banque Nationale du Canada. As a key member of our wealth management team, you will be responsible for providing leadership and guidance to our financial planning and estate planning teams.
Key Responsibilities:- Lead a multidisciplinary team of financial planning advisors, estate planning advisors, and analysts to provide support and assistance in the region for financial planning service offerings, estate planning services, tax support, and integration of various partners and related services.
- 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 National Bank Financial-Wealth Management (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.
- 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.
-
Lead Expert Wealth Management Solutions
1 day ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly experienced and skilled Lead Expert Wealth Management Solutions to join our team at National Bank. As a key member of our wealth management 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...
-
Lead Expert Wealth Management Solutions
24 hours ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly experienced and skilled Lead Expert Wealth Management Solutions to join our team at National Bank. As a key member of our wealth management 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...
-
Lead Expert Wealth Management Solutions
9 hours ago
Toronto, Ontario, Canada NBC Full timeJob SummaryWe are seeking a highly experienced and skilled Lead Expert to join our Wealth Management Solutions team at National Bank Financial Wealth Management (NBFWM). 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...
-
Lead Expert Wealth Management Solutions
6 hours ago
Toronto, Ontario, Canada NBC Full timeJob SummaryWe are seeking a highly experienced and skilled Lead Expert to join our Wealth Management Solutions team at National Bank Financial Wealth Management (NBFWM). 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...
-
Lead Expert in Wealth Management Solutions
3 days ago
Toronto, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly skilled Lead Expert in Wealth Management Solutions to join our dynamic team of planners at National Bank Financial Wealth Management (NBFWM). As a key member of our team, you will play a critical role in supporting our full-service brokerage operations.Key ResponsibilitiesDevelop and implement wealth management...
-
Lead Expert in Wealth Management Solutions
4 days ago
Toronto, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly skilled Lead Expert in Wealth Management Solutions to join our dynamic team of planners at National Bank Financial Wealth Management (NBFWM). As a key member of our team, you will play a critical role in supporting our full-service brokerage operations.Key ResponsibilitiesDevelop and implement wealth management...
-
Lead Expert Wealth Management Solutions
16 hours ago
Toronto, Ontario, Canada Banque Nationale du Canada Full timeLead Expert - Financial and Estate PlanningJoin our dynamic team of planners at National Bank Financial Wealth Management (NBFWM) as a Lead Expert in Financial and Estate Planning. As a key member of our team, you will provide leadership and expertise to support our wealth management advisors in delivering exceptional financial and estate planning services...
-
Lead Expert Wealth Management Solutions
2 weeks ago
Toronto, Ontario, Canada NBC Full timeWealth Management Lead Expert PositionNational Bank Financial Wealth Management is seeking a Lead Expert to join their team. As the Lead Expert, you will oversee a team of planners providing financial and estate planning services to wealth management advisors and their clients.Your Key Responsibilities:Lead a multidisciplinary team supporting financial and...
-
Toronto, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly experienced and skilled Lead Expert to join our team at Banque Nationale du Canada. As a key member of our Wealth Management Solutions 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...
-
Toronto, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly experienced and skilled Lead Expert to join our team at Banque Nationale du Canada. As a key member of our Wealth Management Solutions 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...
-
Toronto, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly experienced and skilled Lead Expert to join our team at Banque Nationale du Canada. As a key member of our Wealth Management Solutions 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...
-
Lead Expert Wealth Management Solutions
5 hours ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Lead Expert to join our team at National Bank Financial Wealth Management (NBFWM). As a key member of our leadership team, you will be responsible for providing strategic direction and leadership to our wealth management advisors in the province.Key ResponsibilitiesLead a multidisciplinary team of...
-
Lead Expert Wealth Management Solutions
1 day ago
Toronto, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our team at Banque Nationale du Canada. As a key member of our Wealth Management department, you will be responsible for leading a multidisciplinary team of financial planning advisors, estate planning advisors, and analysts in providing support and...
-
Lead Expert Wealth Management Solutions
17 hours ago
Toronto, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our team at Banque Nationale du Canada. As a key member of our Wealth Management department, you will be responsible for leading a multidisciplinary team of financial planning advisors, estate planning advisors, and analysts in providing support and...
-
Lead Expert Wealth Management Solutions
23 hours ago
Toronto, Ontario, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our team at Banque Nationale du Canada. As a key member of our Wealth Management department, you will be responsible for leading a multidisciplinary team of financial planning advisors, estate planning advisors, and analysts in providing support and...
-
Lead Expert Wealth Management Solutions
2 weeks ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our team at National Bank. As a key member of our organization, 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...
-
Lead Expert Wealth Management Solutions
1 week ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our team at National Bank. As a key member of our organization, 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...
-
Lead Expert Wealth Management Solutions
6 days ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our team at National Bank. As a key member of our organization, 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...
-
Lead Architect, Corporate Solutions
4 weeks ago
Toronto, Ontario, Canada IG Wealth Management Full timePosition OverviewAs a vital member of the Corporate Solutions Technology team at IG Wealth Management, you will engage with a dynamic group dedicated to crafting innovative solutions for our clients, advisors, and employees by leveraging cutting-edge technology and insights. The Senior Manager, Architecture will collaborate closely with executive...
-
Lead Expert Wealth Management Solutions
3 days ago
Toronto, Ontario, Canada National Bank Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our team at National Bank. As a key member of our organization, 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...