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Director Practice Management

Attendance
Hybrid
Job number
23805
Category
Manager
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
06-Dec-2024
Location: Montreal, Quebec
City
Montreal
Province/State
Quebec
Area of Interest: Wealth management

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 guide for wealth management advisors. This role allows you to contribute to transforming practices using 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.
  • Inspire and influence professionals through dynamic training sessions, workshops, and presentations.
  • Identify personalized strategies to address the unique realities of advisors.
  • Participate in the development and tracking of performance indicators related to coaching and training.
  • Stay abreast of best business practices and incorporate them into development initiatives.

Your team: 

The Business Best Practices team within National Bank Financial – Wealth Management comprises passionate experts dedicated to supporting advisors in their growth. You’ll be part of an agile, collaborative team reporting to the Vice-President, Development and Client Experience. The team environment emphasizes mutual support and a commitment to excellence.

We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses and collaborating with colleagues who have varied expertise and profiles.

Prerequisites:

  • Hold a bachelor’s degree and have 7–10 years of experience in wealth management.
  • Have completed the CSC or an equivalent recognized course.
  • Understand the day-to-day challenges of wealth management advisors.
  • Be available to travel across Canada.
  • Demonstrate business coaching skills, with the ability to inspire and influence professionals.
  • Possess excellent interpersonal skills and be comfortable delivering group presentations.
  • Ability to build trust-based relationships.
  • Analytical mindset to assess and adapt coaching strategies.
  • Skill in communicating clearly and inspirationally.
Languages:
English, French
Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

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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