Wealth Management Solutions Group Manager

A career as a Wealth Management Solutions Group Manager within the Wealth Management Solutions Group Team at National Bank Financial (NBF) means being a passionate advocate for the holistic approach to wealth management. Through your coaching skills and by supporting advisor teams at NBF, your experience and role as a key influencer allow you to have a positive impact on both the advisor and client experience.

Your job:

• Develop strategies to help advisors effectively evolve their practice toward a holistic wealth management approach.
• Act as a regional specialist in wealth management and fee-based platform programs.
• Take direct responsibility for presenting business development tools that promote proposed solutions. Be a champion of key technologies that drive firm growth.
• Maintain direct relationships with the regional director and regional squad to identify business opportunities for advisors.
• Create synergies and referral opportunities with other banking sectors (e.g., personal, commercial, trust, private wealth services, insurance opportunities, banking services, etc.).
• Establish shared objectives with investment advisors (annual business planning process).
• Discover and exchange value-added ideas to promote the wealth management concept within the Bank, with support from your team colleagues serving advisors across regions.

Your team:

You’ll be part of a team of 8 colleagues across Canada, reporting to the Senior Manager of Wealth Management Solutions Group Team. The team stands out for its expertise in wealth management, investment solutions, and its commitment to maximizing the advisor experience.

Join the regional team based in Mississauga at NBF to promote the best wealth management offering! You’ll proactively support and guide investment advisor teams in the Ontario region (excluding Toronto), helping them achieve their business goals.

Prerequisites:

• Bachelor’s degree related to the field and 6 years of relevant experience, or Master’s degree and 4 years of relevant experience.
• Experience in the financial services sector.
• In-depth knowledge of financial products.
• Experience in insurance and financial planning is desirable.
• Ability to identify business opportunities and adapt to a dynamic environment.
• Ability to earn the trust of collaborators.
• Experience in business development and relationship management.
• Strong influencing skills.
• Availability to travel by car within the Ontario region (excluding Toronto).

Your benefits 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 options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual 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 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 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!