Description
A career as an Associate Vice President, Strategy and Wealth Management Offer at National Bank means playing a central role in the design, development, and evolution of wealth management advisory services, including financial planning, estate planning, taxation, banking services, insurance, and investment.
Your Role
- Lead a multidisciplinary team of experts in:
- Fee-based investment programs (discretionary programs such as FBN baskets, unified monPATRIMOINE, and private funds).
- Business development and field coaching.
- Wealth management.
- Projects and process improvement, including the management of transversal projects.
- Develop and integrate the wealth management offer by collaborating with internal colleagues and partners to foster synergies.
- Design a competitive and profitable offering while optimizing fee structures.
- Supervise a field business development team that supports and trains advisors to deliver the wealth management services of tomorrow.
- Contribute to the continuous improvement of business processes by integrating innovative technological solutions.
- Represent the Bank’s interests with key external suppliers and in internal strategic committees.
Your Team
You will report directly to the Vice President - Wealth Management Solutions and collaborate with a nationwide team of committed and innovative experts. We promote a hybrid, flexible, and excellence-focused work environment to deliver an optimal client experience.
Requirements
- Bachelor's degree in a related field and at least 10 years of relevant experience in financial services, particularly in brokerage, or a Master's degree with 8 years of experience
- Recognized expertise in matrix management and leading multidisciplinary teams
- Strong communication and presentation skills to executives
- In-depth knowledge of investment products, fee-based platforms, investment-related technologies, and the securities industry
- Strategic vision, ability to influence, and inspiring leadership
- Initiative and autonomy
- Ability to encourage innovation and mobilize teams
- Excellent organizational and multitasking skills
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!
