Executive Leader Wealth Management

5 days ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time
Overview

Banque Nationale du Canada is 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.

Compensation and Benefits

We offer a competitive salary of $120,000 - $180,000 per year, based on experience and qualifications. In addition to our comprehensive compensation package, we provide a wide range of benefits to support your wellbeing and that of your family, including health and wellness programs, employee share ownership plans, and employee assistance programs.

Job Description

This role offers the opportunity to contribute to transforming practices using expertise in business coaching and wealth management as a Director, Practice Management – Wealth Management within the Business Best Practices team at Banque Nationale du Canada. As a business coach and guide, you will work closely with wealth management advisors to improve their practices and enhance efficiency and client satisfaction.

You will design and deliver tailored coaching programs focused on client management, practice management, and business development. Your responsibilities will include supporting wealth management advisors, inspiring and influencing professionals through dynamic training sessions, workshops, and presentations, identifying personalized strategies to address unique realities, participating in performance indicator development, and staying up-to-date on best business practices.

Required Skills and Qualifications
  • Hold a bachelor's degree and 7–10 years of experience in wealth management
  • Completed the CSC or an equivalent recognized course
  • Understand the day-to-day challenges of wealth management advisors
  • Available to travel across Canada
  • Demonstrate business coaching skills, with the ability to inspire and influence professionals
  • Possess excellent interpersonal skills and be comfortable delivering group presentations
  • Ability to build trust-based relationships
  • Analytical mindset to assess and adapt coaching strategies
  • Skill in communicating clearly and inspirationally
Skills

The successful candidate will possess the following skills: Business Alignment, Critical Thinking, Data-Driven Decision-Making, Decision Making, Diversity & Inclusion, Emotional Intelligence, Innovation, Management, Learning Agility, Managerial Courage, Mobilization, Partner Development, Resiliency, Risk Management, Strategic Vision, Strategy Execution.



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