Lead Expert

National Bank · longueuil, qc, Canada

Location
longueuil
Job Type
Full-time
Posted
June 14, 2026

Job Description

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...

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