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Director Business Development and Sales Support - Job Opportunity at National Bank of Canada

Montreal, Canada
Full-time
Senior
Posted: April 1, 2025
Hybrid
CAD 150,000 - 200,000 annually plus variable compensation based on Montreal market rates for senior financial services leadership roles

Benefits

Comprehensive health and wellness program with flexible options
Competitive pension plan with employer matching
Employee Share Ownership Plan for wealth building
Progressive telemedicine and virtual health services
Family-focused support programs including EAP
Preferential banking services for employees
Work-life balance initiatives
Community engagement opportunities

Key Responsibilities

Lead national financial and estate planning expertise development through specialized training and workshops
Serve as strategic advisor to Senior Director and Investment AVPs on advisory culture development
Drive content development and thought leadership for investment and financial planning teams
Provide strategic recommendations to investment sector leadership
Champion client experience enhancement through financial planning excellence

Requirements

Education

Bachelor's degree in Business Administration (Finance) or Master's degree in relevant discipline

Experience

7 years with Bachelor's or 4 years with Master's

Required Skills

Financial planning expertise Leadership and coaching abilities Advisory and influencing capabilities Strategic thinking Innovation mindset Market trend analysis

Certifications

Financial Planner certification OR Membership in Chambre des notaires du Quebec OR Tax specialist qualification
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Industry Trends

Financial institutions are rapidly transitioning from transaction-focused to advisory-centric business models Increasing demand for integrated estate and financial planning services due to intergenerational wealth transfer Digital transformation of financial advisory services creating new client engagement models Growing emphasis on holistic wealth management approaches combining technical expertise with emotional intelligence

Role Significance

Leading virtual teams across Canada while working with multiple stakeholders including AVPs, specialists, and advisory teams
Senior leadership position with strategic influence on national investment advisory practices and business development

Key Projects

National training program development and implementation Advisory practice transformation initiatives Client experience enhancement programs Strategic content development for investment sector

Success Factors

Ability to influence and drive change across organizational boundaries Deep understanding of Canadian wealth management landscape and regulatory environment Strong leadership presence with capability to develop others Balance of technical expertise and business acumen

Market Demand

High demand position due to increasing focus on wealth management services and shortage of qualified professionals combining technical expertise with leadership capabilities

Important Skills

Critical Skills

Estate planning expertise given aging demographic and wealth transfer trends Change management capabilities for driving advisory transformation Strategic thinking for market positioning and competitive advantage

Beneficial Skills

Digital advisory service knowledge Cross-cultural communication skills Business development experience in Quebec market

Unique Aspects

Rare opportunity to influence national wealth management practice
Combination of technical expertise and leadership development
Focus on innovation in traditional financial services sector

Career Growth

2-4 years in role before advancement opportunity, depending on business impact and market conditions

Potential Next Roles

Senior Director of Investment Services Head of Wealth Management Chief Advisory Officer

Company Overview

National Bank of Canada

National Bank of Canada is a leading financial institution with a strong focus on Quebec market and growing national presence

6th largest bank in Canada with significant market share in Quebec and expanding influence across the country
Strategic role supporting national expansion of wealth management services while maintaining strong Quebec market position
Progressive work environment emphasizing innovation, employee development, and work-life balance with strong francophone cultural influence
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