Director fiduciary services

National Bank; Montreal; Hybrid; CAD 150,000 - 210,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee assistance program

Telemedicine service

Virtual sleep clinic

Job summary

National Bank is seeking a Director of Fiduciary Services to lead our Fiduciary and Philanthropic Services team. You will partner with affluent clients, manage complex trust administration, and drive growth across Private Banking 1859, NB Financial, and Personal Banking channels.

The role emphasizes client service excellence, strategic leadership, and collaboration within a high-trust, people-first culture. Hybrid work options and ongoing development opportunities are offered.

Qualifications

• Bachelor’s degree in a related field and at least five years of relevant experience.
• Professional designation such as Notary, Tax Specialist, or Financial Planner.
• Significant experience in client service and advisory roles.
• Availability to travel occasionally.
• Strong organizational and prioritization skills.
• Knowledge of estate settlement or trust administration (an asset).
• Knowledge of investments or financial planning (an asset).

Responsibilities

• Build and maintain trusted relationships with clients by delivering service aligned with fiduciary industry standards.
• Ensure the rigorous administration of client files and communicate progress to stakeholders.
• Drive business development with Private Banking 1859, National Bank Financial, and the Personal Banking Network.
• Deliver presentations and training sessions to internal partners to support asset retention initiatives.
• Contribute to continuous improvement initiatives, including digital transformation of processes.
• Prepare reports and regular communications for clients.

Skills

Client relationships

Communication

Organizational skills

Travel readiness

Education

Bachelor’s degree in related field

Professional designation (Notary, Tax Specialist, or Financial Planner)

Job description

A career as a Director, Fiduciary Services on the Fiduciary and Philanthropic Services team at National Bank means acting as a strategic partner to our affluent clients. In this role, you will make a meaningful impact through your expertise in trust administration, your communication skills, and your ability to build lasting, trusted relationships.

Your Role

• Build and maintain trusted relationships with clients by delivering service aligned with fiduciary industry standards.
• Ensure the rigorous administration of client files and communicate progress effectively to internal and external stakeholders.
• Drive business development activities with targeted sectors such as Private Banking 1859, National Bank Financial, and the Personal Banking Network.
• Deliver presentations and training sessions to internal partners to support asset retention initiatives.
• Actively contribute to continuous improvement initiatives, including the digital transformation of business processes.
• Prepare reports and regular communications for clients.

Your Team

Within National Bank Trust, you will report to the Vice President, Fiduciary and Philanthropic Services and manage a team of two highly experienced industry specialists. You will contribute to the sector’s mission of providing fiduciary services to individuals and specialized advisory services to affluent clients.

Our team works proactively, collaboratively, and with agility to deliver a distinctive and expert client experience. We are recognized for our professionalism, people-first approach, and trusted expertise built over more than 100 years.

We strive to offer maximum flexibility to support your quality of life through a hybrid work environment and a flexible schedule.

National Bank is committed to continuous development and internal mobility. Our personalized learning programs, based on experiential learning, help you deepen your expertise and expand your career opportunities. You will have ongoing access to resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring programs.

Prerequisites

• Bachelor’s degree in a related field and a minimum of five years of relevant experience.
• Professional designation such as Notary, Tax Specialist, or Financial Planner.
• Significant experience in client service and in an advisory or subject matter expert role.
• Availability to travel occasionally based on client needs.
• Strong organizational and priority management skills.
• Knowledge of or experience in estate settlement or trust administration (an asset).
• Knowledge of investments or financial planning (an asset).

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people‑first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!