Description
A career as a Lead Expert (Quebec) at National Bank Financial - Wealth Management (NBFWM) means acting as a leader in the deployment of an integrated financial and estate planning offering.
This role allows you to have a tangible impact on the quality of advice provided to advisors and their clients, leveraging your expertise in wealth management, taxation, and multidisciplinary team leadership.
Your role
- Lead and engage a multidisciplinary team specializing in financial, estate, and tax planning to ensure a consistent and high-performing service offering
- Deploy, optimize, and evolve the wealth management offering for advisors, promoting its adoption and integration into their practices
- Ensure strategic alignment with national leaders and collaborate with internal partners to maximize synergies (insurance, banking solutions, trust services, etc.)
- Oversee team performance by setting clear objectives, fostering engagement, and developing talent
- Supervise human and financial resource management (planning, recruitment, budgeting) to support growth and profitability
- Contribute to business development and the visibility of the sector by participating in committees, delivering internal presentations, meeting with high-net-worth and prospective clients, and contributing to strategic initiatives
Your team
The Wealth Management Solutions Vice Presidency within NBFWM is a team of specialists who work in an agile, proactive, and collaborative manner to seize opportunities and continuously improve practices.
You are responsible for a team of approximately 15 colleagues and report to the Associate Vice-President. Our team stands out for its expertise, collaborative mindset, and ability to generate value for clients and internal partners.
Prerequisites
- Bachelor’s degree in a relevant field (finance, taxation, law, accounting, actuarial science) and a minimum of 10 years of experience in financial planning, estate planning, or wealth transfer
- Recognized certification in financial planning or taxation (e.g., CFP, TEP)
- Strong knowledge of the wealth management industry
- Significant experience in team management
- Proven ability to lead strategic initiatives and manage complex issues
- Experience in business or wealth transfer (an asset)
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment 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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
