Wealth Management Leadership Expert

5 days ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time

We are seeking a highly skilled Director, Data Intelligence to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will act as a business coach and guide for wealth management advisors, driving their growth and success.

Your Role:
  • Coach and Mentor: Support wealth management advisors in improving their practices to enhance efficiency and client satisfaction.
  • Program Design: Design and deliver tailored coaching programs focused on client management, practice management, and business development.
  • Trainer and Facilitator: Inspire and influence professionals through dynamic training sessions, workshops, and presentations.
  • Performance Tracker: Participate in the development and tracking of performance indicators related to coaching and training.

About Our Team:

The Business Best Practices team within National Bank Financial – Wealth Management comprises passionate experts dedicated to supporting advisors in their growth. You'll be part of an agile, collaborative team reporting to the Vice-President, Development and Client Experience.

Our Culture: We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued.

What We Offer:

  • A competitive salary range: $120,000 - $180,000 per year, based on experience.
  • A wide range of ongoing learning opportunities for your development, including hands-on learning, training courses, and collaborating with colleagues who have varied expertise and profiles.
  • Preferential banking services and opportunities to get involved in community initiatives.
  • An Employee Share Ownership Plan and Employee and Family Assistance Program.
  • A health and wellness program, including many options.

Requirements:

  • A bachelor's degree and 7–10 years of experience in wealth management.
  • Understanding of the day-to-day challenges of wealth management advisors.

Language: You will need to work closely with our colleagues outside Quebec, requiring strong English language skills.



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