Lead Expert Wealth Management Solutions Specialist

4 weeks ago

Toronto, Ontario, Canada National Bank Full time
Job Title: Lead Expert Wealth Management Solutions

Job Summary:

We are seeking a highly skilled and experienced Lead Expert to join our Wealth Management Solutions team at National Bank. 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 assistance to our wealth management advisors in the province and their clients.

Key Responsibilities:

  • Lead a team of professionals in delivering financial and estate planning services to our wealth management advisors and their clients.
  • 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 the 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:

  • 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.

Benefits:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

We're putting people first:

We're 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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

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