Lead Expert Wealth Management Solutions

2 months ago

Toronto, Canada National Bank Full time
Attendance Hybrid Job number 21542 Category Manager Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 18-Sep-2024 Location: Toronto, Ontario City Toronto Province/State Ontario Area of Interest: Wealth management

*** Please note that candidates can be located in either Toronto, Calgary or Vancouver ***

Join the dynamic team of planners supporting full-service brokerage at National Bank Financial Wealth Management (NBFWM). National Bank of Canada, the 6th largest in Canada, is expanding rapidly and is looking to increase its team of high-caliber planning professionals. As a Lead Expert, you will be reporting directly to the Assistant Vice-President Advice, Wealth Management Solutions, you will provide leadership for the delivery of the financial and estate planning service offering to our wealth management advisors in the province and their clients.

Your job:

Lead a multidisciplinary team (made up of financial planning advisors, estate planning advisors and analysts) which provides support and assistance in the region for the following offers and services:Financial planning service offeringOffer of estate planning servicesTax supportIntegration of various partners and related services (insurance, banking solutions, fiduciary services (Trust), business services, etc.). 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 (e.g. FP Canada)  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 in order to achieve the business objectives of the sector through team collaboration and to ensure the support of the various stakeholders for these orientations. Ensure alignment of strategies with leaders of different sectors nationally. Ensure regular communication with the 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 of the offer and support the AVP in building the team and the long-term visionMore specifically, you will have to:
Carry out the effective implementation of wealth management offering, programs and services in the practice of advisorsFoster an environment that favors the conclusion of business development opportunities (asset consolidation, insurance, credit, etc.)Ensure planning, management and monitoring of budgets, and see to the optimal allocation of financial resourcesParticipate in various committees and presentations that require a high level of expertise and ensure visibility of the sector

Your team:

You will be responsible for a team of about fifteen employees whose role is to support and guide the wealth management advisors of the NBFWM network in providing wealth management advisory services. You will be responsible for the financial planning, estate planning and tax teams outside of Quebec. You must ensure that the teams' delivery is well aligned with our relational and entrepreneurial model while ensuring that the planning experience reflects the needs of the customers at NBFWM. Finally, you will ensure that the customer experience is enhanced and that there is synergy with the various partners and services related to the NBFWM and the bank.

Prerequisites:

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 Languages: English

Your benefits

Press space or enter keys to toggle section visibility

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:

Press space or enter keys to toggle section visibility

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 want to offer an accessible, barrier-free workplace to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?Come live your ambitions with us Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal

  • Compliance Expert for Wealth Management

    2 weeks ago

    Old Toronto, Canada Aviso Wealth Inc Full time

    About Aviso Wealth IncWe are a leading wealth management organization committed to leadership, innovation, partnership, responsibility, and community.The OpportunityAs a Compliance Expert, you will oversee compliance within our Asset Management team. Reporting to the VP, Chief Compliance Officer, you will ensure compliance with all applicable laws,...

  • Wealth Management Professional

    3 weeks ago

    Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.As a Brightview Wealth Management Financial Service Representative, you will join our Toronto...

  • Lead Expert Wealth Management Solutions

    4 months ago

    Toronto, Canada National Bank Full time

    *** Please note that candidates can be located in either Toronto, Calgary or Vancouver *** Join the dynamic team of planners supporting full-service brokerage at National Bank Financial Wealth Management (NBFWM). National Bank of Canada, the 6th largest in Canada, is expanding rapidly and is looking to increase its team of high-caliber planning...

  • Lead Expert Wealth Management Solutions

    22 hours ago

    Toronto, Canada National Bank Full time

    *** Please note that candidates can be located in either Toronto, Calgary or Vancouver *** Join the dynamic team of planners supporting full-service brokerage at National Bank Financial Wealth Management (NBFWM). National Bank of Canada, the 6th largest in Canada, is expanding rapidly and is looking to increase its team of high-caliber planning...

  • Lead Expert Wealth Management Solutions

    5 months ago

    Old Toronto, Canada Banque Nationale du Canada Full time

    *** Please note that candidates can be located in either Toronto, Calgary or Vancouver *** Join the dynamic team of planners supporting full-service brokerage at National Bank Financial Wealth Management (NBFWM). National Bank of Canada, the 6th largest in Canada, is expanding rapidly and is looking to increase its team of high-caliber planning...

  • Professional Wealth Management Advisor Opportunity

    2 weeks ago

    Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. We offer award-winning products and provide sound advice, partnering with hedge funds, asset management investment firms, and insurance carriers.We are seeking a Financial Service Representative to join...

  • Lead Expert Wealth Management Solutions

    4 months ago

    Toronto, Canada National Bank Full time

    *** Please note that candidates can be located in either Toronto, Calgary or Vancouver *** Join the dynamic team of planners supporting full-service brokerage at National Bank Financial Wealth Management (NBFWM). National Bank of Canada, the 6th largest in Canada, is expanding rapidly and is looking to increase its team of high-caliber planning...

  • Lead Expert Wealth Management Solutions

    3 weeks ago

    Old Toronto, Canada Banque Nationale du Canada Full time

    About the RoleWe are seeking an experienced Lead Expert to join our team at Banque Nationale du Canada. As a key member of our National Bank Financial Wealth Management team, you will be responsible for leading a multidisciplinary team of financial planning advisors, estate planning advisors, and analysts.Key ResponsibilitiesTeam Leadership: Lead a team of...

  • Wealth Management Specialist

    2 weeks ago

    Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...

  • Lead Expert Wealth Management Solutions

    2 months ago

    Toronto, Ontario, C6A, Ontario, Canada National Bank Full time

    *** Please note that candidates can be located in either Toronto, Calgary or Vancouver ***Join the dynamic team of planners supporting full-service brokerage at National Bank Financial Wealth Management (NBFWM). National Bank of Canada, the 6th largest in Canada, is expanding rapidly and is looking to increase its team of high-caliber planning professionals....

  • Lead Expert Wealth Management Solutions

    5 months ago

    Toronto, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Business Intelligence Solution Expert

    4 weeks ago

    Toronto, Ontario, Canada Aviso Wealth Full time $90,000 - $105,000

    Aviso Wealth:A Company Committed to InnovationAviso Wealth is a leading wealth management organization dedicated to the financial well-being of Canadians. Our team is passionate about delivering exceptional service, fostering meaningful partnerships, and driving innovation in the financial services industry. As a Business Intelligence Solution Specialist,...

  • Strategic Project Lead

    2 weeks ago

    Greater Toronto Area, Canada PureFacts Financial Solutions Full time

    PureFacts Financial Solutions is a dynamic and innovative WealthTech organization, dedicated to providing cutting-edge wealth solutions to its clients.We are seeking a highly skilled Strategic Project Lead to join our team in the Greater Toronto Area. As a key member of our project management team, you will be responsible for overseeing the delivery of...

  • Strategic Business Solutions Leader

    2 weeks ago

    Toronto, Ontario, Canada IG Wealth Management Full time

    IG Wealth Management: Strategic Business Solutions LeaderWe are seeking a highly skilled and experienced Strategic Business Solutions Leader to join our Corporate Solutions Technology team at IG Wealth Management.

  • Wealth Management Leadership Position

    2 weeks ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...

  • Wealth Solutions Operations Analyst

    6 months ago

    Toronto, Canada People Corporation Full time

    We are seeking an **Wealth Solutions Operations Analyst** to join our team in Toronto. This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are delivered to our clients. At People...

  • Java Development Lead

    4 weeks ago

    Toronto, Ontario, Ontario, Canada Viva Tech Solutions Full time

    Key Responsibilities:Lead the design, development, and enhancement of Java-based applications in a Wealth Management environment.Provide oversight and management of production support activities to ensure high availability and performance of key applications.Collaborate with cross-functional teams, including business stakeholders, QA, and infrastructure...

  • Supervisor, Client Solutions

    6 months ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Supervisor, Client Solutions to join our Client Solutions team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151...

  • Wealth Planning Liaison

    2 weeks ago

    Toronto, Ontario, Canada Nicola Wealth Full time

    Role OverviewNicola Wealth is a leading wealth management firm seeking a skilled Wealth Planning Associate to join our Advisory Services Division.As a key member of our team, you will provide exceptional support to our Wealth Advisors, delivering first-class financial planning and strategic wealth management services to our high-net worth...

  • Wealth Management Taxation Expert

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job OverviewWe are seeking a highly skilled Wealth Management Taxation Expert to join our team at Scotiabank. As a key member of our Wealth Management Taxation team, you will play a vital role in supporting wealth advisors and planning specialists across Scotia Wealth Management.Job DescriptionThe Senior Manager, Wealth Management Taxation will be...