7 meilleures offres (banking advisor, saint hyacinthe, qc) (à pourvoir)

Lead Expert
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il y a 1 jour
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VP of Finance
CRYOPAK INC —Anjou, QC
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Wealth Associate
National Bank of Canada —Brossard, QC
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9 h
Operations Manager
National Bank of Canada —Granby, QC
- Temps plein
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Financial Services Representative, Investment
National Bank of Canada —Montréal, QC
- Temps plein
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- Anglais
- Programmes de Bien-être
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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking advisor (saint hyacinthe, qc)

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Lead Expert

National Bank of Canada
Montréal, QC

Postuler dès maintenant

Détails du poste

Temps plein

Avantages

Programmes de Bien-être
Programme d'Aide aux Employés

Compétences

Bilingue
Français
Anglais
Finance
CFP
Baccalauréat
Gestion d'équipe
Leadership

Description complète du poste

Attendance: Hybrid

Employment Category: Manager

Type of Contract: Permanent

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)

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 such as:

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!

Additional required languages: English, French

Skills: Critical Thinking, Diversity & Inclusion, Emotional Intelligence, Stress Management, Business Alignment, Decision Making, Learning Agility, Mobilization, Partner Development, Strategic Vision, Strategy Execution, Managerial Courage

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banking advisor emplois - saint hyacinthe, qc

Lead Expert

Data Scientist, Model Validation

Directeur(trice) Principale – Finance et Contrôle / Director of Finance – Controllership

VP of Finance

Wealth Associate

Operations Manager

Financial Services Representative, Investment

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking advisor (saint hyacinthe, qc)

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