Director – Practice Management, Wealth Management
Ville : Montreal
Catégorie : Permanent Full-Time
Industrie : Wealth management
Employeur : National Bank
A career as a Director, Practice Management – Wealth Management within the Business Best Practices team at National Bank Financial means acting as a business coach and trusted advisor to wealth management advisors. This role allows you to contribute to the transformation of practices by leveraging your expertise in business coaching and wealth management.
Your role
- Support wealth management advisors in improving their practices to enhance efficiency and client satisfaction.
- Design and deliver tailored coaching programs focused on client management, practice management, and business development.
- Influence and inspire professionals through dynamic training sessions, workshops, and presentations.
- Identify customized strategies to address the unique realities of each advisor.
- Contribute to the development and monitoring of performance indicators related to coaching and training initiatives.
- Stay current on business best practices and integrate them into development initiatives.
Your team
The Business Best Practices team within National Bank Financial – Wealth Management brings together experts who are passionate about supporting advisors in their growth. You will be part of an agile and collaborative team under the leadership of the Vice President, Development and Client Experience. The environment is defined by collaboration and a strong commitment to excellence.
Requirements
- Bachelor’s degree with a minimum of 7 to 10 years of experience in the wealth management field
- Completion of the Canadian Securities Course (CSC) or a recognized equivalent
- Strong understanding of the day-to-day challenges faced by wealth management advisors
- Availability to travel across Canada
- Demonstrated business coaching skills, with the ability to inspire and influence professionals
- Excellent interpersonal skills and comfort facilitating group presentations
- Ability to build relationships based on trust
- Ability to communicate in a clear and inspiring manner
- Strong analytical mindset to assess and adapt coaching strategies
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!