Wealth Management Solution Group Manager

**Primary Locations**:
**Laval, Quebec**

**Employee Status**:
**Regular**

**Schedule**:
**Full-time**
- Do you enthusiastically support a holistic wealth management approach?
- Would you like to play a key role in influencing, coaching and supporting advisor teams at National Bank Financial ?
- Are you recognized for the added value you bring and your professionalism?

Join the team based on the North Shore in Laval at National Bank Financial (NBF) to promote the best wealth management offer As a result, you will proactively support and accompany the network's teams of investment advisors in the regions on the wider North Shore (between Repentigny, Joliette, Saint-Jérôme, Gatineau, Ottawa and Kirkland). You will have the chance to help them improve the achievement of their business objectives

Reporting to the Team Leader, Manager of Wealth Management Solutions,

Your main challenges
- Develop strategies to help advisors work toward a holistic wealth management approach
- Act as a regional specialist in wealth management and for fee-based programs and platforms
- Assume the direct responsibility for promoting the concepts of fee-based services, wealth management and insurance to advisors in your region
- Assume direct responsibility for presenting the business development tools necessary to promote the proposed solutions and act as a champion for IT tools that are key to the firm’s growth
- Maintain direct contact with the regional manager and the regional squad to identify business opportunities for advisors
- Create synergies and referral opportunities with other business lines in the Bank (e.g., individual, commercial, Trust, private management services, insurance opportunities, banking services,...)
- Agree objectives with investment advisors (annual business plan process)
- Identify and share value-added ideas to promote wealth management within the Bank, with help from colleagues in your team who support the investment advisors in different regions
- Work closely with the regional manager to address common issues and take charge of special projects that have an impact on branch advisors

Competencies Required
- Bachelor’s degree in a related field and 6 years of relevant experience or master’s degree in a related field and 4 years of relevant experience
- Experience in the financial services industry
- In-depth knowledge of financial products
- Professional CFP, Pl. Fin. or CFA designation, an asset
- Experience in insurance and financial planning, an asset
- Ability to seize business opportunities and adapt to a constantly changing environment
- Ability to gain the trust of your partners
- Experience in business development and managing business relationships
- Excellent influential skills
- Bilingualism, spoken and written (English/French), essential

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

- Health and wellness program, including many benefits
- Flexible group insurance
- Defined benefit pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferred banking services
- Volunteer program
- Telemedicine
- Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

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. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?

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