Lead Expert Wealth Management Solutions
2 months ago
About the Role:
We 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 guidance and leadership to our wealth management advisors in the province.
Key Responsibilities:
- Lead a multidisciplinary team of financial planning advisors, estate planning advisors, and analysts to deliver high-quality wealth management services to our clients.
- Prioritize, hire, and fill positions in the team to ensure optimal performance and productivity.
- Develop and implement strategies to maximize the contribution of team members and promote a collaborative work environment.
- Ensure alignment of strategies with national and regional leaders to drive business growth and excellence.
- Develop and maintain strong relationships with clients, advisors, and partners to deliver exceptional service and support.
- Stay up-to-date with industry trends and best practices to ensure the team's expertise and knowledge are current and relevant.
Requirements:
- Minimum 10 years of experience in financial and estate planning or wealth transfer.
- Strong knowledge of the wealth management industry and excellent understanding of the reality of wealth management advisors.
- Experience in team management and leadership, with a proven track record of success.
- Excellent communication and influencing skills, with the ability to develop and maintain strong relationships with clients, advisors, and partners.
- Bilingualism (spoken/written French) an asset.
What We Offer:
At National Bank, we offer a dynamic work environment, competitive compensation, and a wide range of benefits to support your wellbeing and that of your family. We are committed to fostering a positive employee experience and promoting a culture of inclusivity and diversity.
About Us:
National Bank is a leading financial institution in Canada, committed to delivering exceptional service and support to our clients. We are a bank on a human scale, with a strong focus on partnership, agility, and empowerment. We are proud to be a leader in the financial services industry and are committed to making a positive impact on the lives of our clients and employees.
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