At a Glance
- Tasks: Lead fiduciary initiatives and build lasting relationships with affluent clients.
- Company: Join National Bank, a leader in fiduciary and philanthropic services.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Dynamic role with a focus on digital transformation and client service.
- Why this job: Make a significant impact while shaping business development and client trust.
- Qualifications: Bachelor’s degree, 5+ years experience, and strong organizational skills required.
The predicted salary is between 103500 - 126500 $ per year.
Lead fiduciary initiatives at National Bank as a Director of Fiduciary Services.
Use your trust administration expertise to make a significant impact by serving our affluent clients.
As a Director within the Fiduciary and Philanthropic Services team, you will act as a strategic partner to affluent clients.
This role emphasizes trust administration and involves building enduring relationships while adhering to industry standards.
Your expertise will shape business development, training initiatives, and continuous improvement within the team.
Key
Responsibilities
- Build and maintain trusted client relationships
- Ensure rigorous administration of client files
- Drive business development activities across sectors
- Deliver presentations to support asset retention
- Contribute to digital transformation initiatives
Requirements
- Bachelor’s degree and 5+ years of experience
- Professional designation in finance or advisory
- Strong organizational and management skills
- Experience in trust administration is an asset
- Bilingual in French and English for client service
Elevate your career by leveraging your communication skills and trust administration experience at National Bank. #J-18808-Ljbffr
Director of Fiduciary Services in Montréal employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
