Lead Expert

A career as a Lead Expert (Quebec) at National Bank Financial - Wealth Management (NBFWM) means acting as a leader in the deployment of an integrated financial and estate planning offering.

This role allows you to have a tangible impact on the quality of advice provided to advisors and their clients, leveraging your expertise in wealth management, taxation, and multidisciplinary team leadership.

Your role

• Lead and engage a multidisciplinary team specializing in financial, estate, and tax planning to ensure a consistent and high-performing service offering
• Deploy, optimize, and evolve the wealth management offering for advisors, promoting its adoption and integration into their practices
• Ensure strategic alignment with national leaders and collaborate with internal partners to maximize synergies (insurance, banking solutions, trust services, etc.)
• Oversee team performance by setting clear objectives, fos...