Lead Expert (Longueuil)

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 team: The Wealth Management Solutions Vice Presidency within NBFWM is a team of specialists who work in an agile, proactive, and cooperative manner to seize opportunities and continuously improve practices. You are responsible for a team of approximately 15 colleagues and report to the Associate Vice-President. Our team stands out for its expertise, collaborative mindset, and ability to generate value for clients and internal partners.

Responsibilities

• Lead and engage a multidisciplinary team specializing in financial, estate, and tax planning to ensure a ...