Executive Wealth Management Coach

7 days ago


Montreal, Quebec, Canada National Bank Full time
About the Role

A career as an Executive Wealth Management Coach within the Business Best Practices team at National Bank Financial means acting as a business coach and guide for wealth management advisors. This role allows you to contribute to transforming practices using your expertise in business coaching and wealth management.

Your Key Responsibilities:
  • Support wealth management advisors in improving their practices to enhance efficiency and client satisfaction.
  • Design and deliver tailored coaching programs focused on client management, practice management, and business development.
  • Inspire and influence professionals through dynamic training sessions, workshops, and presentations.
  • Identify personalized strategies to address the unique realities of advisors.
  • Participate in the development and tracking of performance indicators related to coaching and training.
  • Stay abreast of best business practices and incorporate them into development initiatives.
Your 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. The team environment emphasizes mutual support and a commitment to excellence.

We offer 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.

Prerequisites:
  1. Hold a bachelor's degree and have 7–10 years of experience in wealth management.
  2. Have completed the CSC or an equivalent recognized course.
  3. Understand the day-to-day challenges of wealth management advisors.
  4. Be available to travel across Canada.
  5. Demonstrate business coaching skills, with the ability to inspire and influence professionals.
  6. Possess excellent interpersonal skills and be comfortable delivering group presentations.
  7. Ability to build trust-based relationships.
  8. Analytical mindset to assess and adapt coaching strategies.
  9. Skill in communicating clearly and inspirationally.
Estimated Salary:

$80,000 - $120,000 per year, depending on experience and location.

Languages:

English, French

Reason to require this language: You will need to work closely with our colleagues outside Quebec.

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
Benefits:

We offer a competitive compensation package, including health and wellness benefits, flexible group insurance, a generous pension plan, employee share ownership plan, and more.

Our team is committed to creating a positive work environment that fosters collaboration, creativity, and innovation. We believe in the importance of ongoing learning and professional development.



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