Lead Expert Wealth Management Solutions Specialist

1 month ago


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

At National Bank, we're seeking a highly skilled and experienced professional to lead our wealth management solutions team. As a Lead Expert, you will be responsible for providing strategic leadership and direction to a team of financial planning advisors, estate planning advisors, and analysts.

Key Responsibilities:
  • Lead a multidisciplinary team to deliver financial and estate planning services to our wealth management advisors and clients.
  • Prioritize, hire, and fill positions in the team to ensure optimal performance.
  • Develop and implement strategies to maximize team member contributions and ensure alignment with business objectives.
  • Ensure regular communication with national and regional management to guarantee maximum dissemination of our service offerings.
  • Develop and implement plans to optimize efficiency, productivity, and profitability of expert services.
Requirements:
  • Hold a TEP title or accreditation in financial planning (FP Canada, CFP) or a master's degree in finance or actuarial science.
  • Minimum 10 years of professional experience in financial and estate planning or wealth transfer taxation.
  • Excellent knowledge of the wealth management industry and experience in team management.
  • Strong influencing and communication skills, with bilingualism (spoken/written French) an asset.
What We Offer:
  • Competitive compensation and a wide range of flexible benefits to promote your wellbeing and that of your family.
  • A dynamic work environment and cutting-edge collaboration tools to foster a positive employee experience.
  • Opportunities to get involved in community initiatives and a barrier-free workplace that is accessible to all employees.


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