Description
Join the Corporate team that supports investment strategy and financial planning for the investment sector. You’ll have the opportunity to actively participate in a transformation to help the Bank become a leader in financial and estate planning in Canada. The notion of innovation, creativity and staying aligned with market trends is a key competency of this position. Put your leadership skills, expertise, willingness to help specialists’ grow, and your ability to challenge the status quo of the investment market.
Your role
• Conduct coaching, training and develop specialized workshops on skills based on the various fields of financial planning with an emphasis on estate planning, for all specialists across Canada.
• Assist the Senior Director and Investment Associate Vice-Presidents by acting as an expert advisor to develop and maintain the advisory and business development culture and be the reference in financial and estate planning to improve the client experience.
• Contribute to the development of specialist content for the Advice & Coaching, Investment, financial and estate planning team, and represent the line of business in corporate and consumer media projects.
• To be a partner of choice and to put the advisory role at the heart of your approach
• Provide feedback and recommendations to leaders in the Investment sector
Your team
This position reports to the Senior Director of the Investment Value Chain, Advice & Coaching team. We are passionate about financial planning and the real impact that quality advice can have in our clients' lives. Being a Director of Development and Support, in Financial and Estate Planning, means demonstrating leadership in your field, accompanying, developing and training managers and employees in the Investment sector. You collaborate and work in synergy with the Bank's various colleagues and investment experts.
Prerequisites
• Bachelor's degree in Business Administration, Finance option (or related discipline) and 7 years of relevant experience or Master's degree (relevant discipline) and 4 years of experience.
• Financial planner or member of the Chambre des notaires du Québec or tax specialist
• Experience in an advisory and influencing role
• Relevant coaching experience
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!
