Description
A career as a Director of Fiduciary Services on the National Bank Trust Fiduciary and Philanthropic Services team you will act as a strategic partner to our clients regarding fiduciary services for individuals. You will ensure optimal management of a set of large-scale accounts under your responsibility. Additionally, you will ensure client satisfaction through the trusting relationships you develop and the application of high standards in customer experience.
Your job
- Actively participate in the sector's transformation by adopting high standards of customer experience, suggesting improvements to current processes, acting as a change ambassador, and demonstrating creativity and proactivity.
- Establish and maintain a privileged relationship with clients through the rigorous implementation and monitoring of customer experience standards in the Fiduciary Services sector. You will need to prepare regular reports and communications for your clients.
- Be accountable for the quality processing of the files under your responsibility and their progress. You will need to regularly communicate their progress to your internal partners, clients, and their experts, if applicable.
- Ensure business development with targeted sectors of wealth management (Private Banking 1859 and National Bank Financial outside Quebec). You will need to develop a close partnership with representatives of these sectors by offering presentations and training sessions to their teams, representing National Bank Trust in client meetings, and working closely with these partners to promote asset retention.
- Participate in various transformation and continuous improvement initiatives, including the digitization of processes and client communications.
Your team
Reporting to the Vice President of Fiduciary and Philanthropic Services, you will lead a small team composed of an analyst and associate who participate in the sector's mission, which is primarily to offer fiduciary and philanthropic services to individuals and specialized advice to a wealthy clientele outside Quebec (CWA). For over 90 years, National Bank Trust has been recognized in the industry as a fiduciary partner for several generations of clients. We stand out for our expertise and professionalism marked by impartiality and diplomacy.
Prerequisites
- Experience in customer service
- Significant experience in a consulting role
- Very good organizational skills, priority management, and ability to work under pressure
- Ability to practically solve a wide range of difficulties and complex and ambiguous situations
- Very good communication skills and ability to simplify complex concepts
- Ease in creating strong professional relationships (internal and external)
- Ability to quickly generate interest and trust
- Active listening skills necessary for a good understanding of clients' sensitive issues
- Bilingualism (spoken/written) French and English; an asset
- Knowledge or experience in estate liquidation or trust administration, an asset;
- Knowledge in investments or financial planning, an asset;
- Legal knowledge (Law Society of Ontario); 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. * 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!
