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Director – Practice Management, Wealth Management

Attendance
Hybrid
Job number
31496
Category
Manager
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
11-Mar-2026
Area(s) of interest:
Location(s): Montreal, Toronto

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
Languages:
English, French
Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

Critical Thinking Diversity & Inclusion Emotional Intelligence Innovation Management Risk Management Stress Management Business Alignment Data-Driven Decision-Making Decision Making Learning Agility Mobilization Partner Development Resiliency Strategic Vision Strategy Execution
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!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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