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Vice-President Trust and Philanthropic Services

Job Number
Status: Permanent
Type of Contract
Schedule: Full-Time 
Full Time / Part Time?
Posting date
Location: Montreal, Quebec
Area of Interest: Wealth management

In this role, you will be in charge of the National Bank Trust's mission, which primarily involves providing trust and philanthropic services to high-net-worth Bank clients across Canada. You will lead a hard-working team of professionals that helps our partners, including National Bank Financial Wealth Management (NBFWM), Private Banking 1859 (PB 1859) and the Personal Banking network, consolidate their relationships with clients, protect clients’ assets and increase asset volumes. 

Your role: 

  • Develop and implement a Canada-wide business development strategy so we can roll out our service offering in accordance with the strategic plan for Wealth Management.
  • Represent your sector and its field of expertise with various committees in order to identify business opportunities and initiatives.
  • Confirm that your sector’s service offering meets the industry’s strictest requirements and ensure sustained visibility.
  • Establish and maintain external partnerships in order to develop the sector’s service offering and meet the needs of various external partners.
  • Target business opportunities and implement promising, innovative service offerings for your sector, Wealth Management and the Bank as a whole.
  • Recruit, mobilize and retain top talent.
  • Manage a specialized team (lawyers, legal professionals, tax specialists) made up of senior management employees.

Your team: 

Reporting to the President and Chief Executive Officer of National Bank Trust, you will serve as a strategic partner for trust and philanthropic services. You will be in charge of all aspects related to these Canada-wide offers for all National Bank distribution networks. National Bank Trust’s service offering is an essential complement to the Bank’s Wealth Management offering.


  • Master’s degree or graduate diploma in management, law, taxation or notarial law
  • At least 7 years of relevant experience in a related field (wealth management, trusts, estates, taxation, philanthropy)
  • Investment knowledge
  • Excellent interpersonal and communication skills and ability to influence others
  • Ability to travel regularly within Canada

  • Language: French

  • Language: English

Reason to require this language: you will need to reprensent the Bank at forums/conferences/events outside Quebec.


Business Alignment Critical Thinking Data-Driven Decision-Making Decision Making Diversity & Inclusion Emotional Intelligence Innovation Management Learning Agility Managerial Courage Mobilization Partner Development Resiliency Risk Management 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

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Inclusive Environment
Inclusive Environment

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