Director, Fiduciary Services & Wealth Strategy (Hybrid)

National Bank of Canada; Montreal; Hybrid; CAD 140,000 - 210,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada seeks a Director, Fiduciary Services to lead strategic fiduciary initiatives for affluent clients. You will oversee trust administration, build trusted client relationships, and drive business development across Private Banking 1859, National Bank Financial, and Personal Banking Network.

Reporting to the Vice President of Fiduciary and Philanthropic Services, you will guide a small team, deliver client-ready reports, and contribute to digital transformation and process

Qualifications

• 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).

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 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.

Skills

Trust Administration

Client Focused

Leadership

Communication

Problem Solving

Teamwork

Influencing

Partner Development

Critical Thinking

Collaboration

Education

Bachelor’s degree

Notary

Tax Specialist

Financial Planner

Job description

National Bank of Canada seeks a Director, Fiduciary Services to lead strategic fiduciary initiatives for affluent clients. You will oversee trust administration, build trusted client relationships, and drive business development across Private Banking 1859, National Bank Financial, and Personal Banking Network.

Reporting to the Vice President of Fiduciary and Philanthropic Services, you will guide a small team, deliver client-ready reports, and contribute to digital transformation and process