Wealth Management Operations Leadership

Location: Granby

Elevate your career with National Bank Financial as an Operations Director in Wealth Management. Leverage your skills in operations management and team coaching to make a real difference.

In this strategic role, you will focus on developing an effective administrative framework to enhance team operations and the client experience. Process optimization and daily operational management will play a crucial part in your responsibilities, along with fostering team development and collaboration across multiple branches. You will also lead engagement initiatives to strengthen the team's brand.

Key Responsibilities:

• Create and manage an effective administrative structure

• Optimize processes to boost business performance

• Coordinate daily operational schedules and priorities

• Provide coaching and professional development for team members

• Act as a liaison among three branches for enhanced synergy

Requirements:

• Minimum 5 years of experience in operational leadership

• Proven skills in process optimization

• Knowledge of financial services or wealth management

• CIRE or similar certification is advantageous

• Skills in problem-solving and managerial courage

Transform operations and empower your team to achieve success at National Bank Financial.
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