National Director Insurance Advisor Practice Development

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 120,000 - 180,000; 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

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a National Director, Insurance Advisor Practice Development to lead performance improvement and professional development for NBIS and NBIF networks. You will coach, design programs, and drive growth in advisory practices nationwide.

The role focuses on elevating standards, optimizing client segmentation, and accelerating advisor success through strategic development initiatives and collaboration with internal partners.

Qualifications

• Bachelor's degree in a relevant field with 8+ years in insurance/financial services.
• Significant coaching and people-development experience.
• Strong knowledge of life insurance sales cycle and regulatory framework.
• Experience supporting professionals at various career stages.

Responsibilities

• Support financial security advisors in developing every aspect of their practice by conducting assessments, creating action plans, and providing structured follow-up on their progress.
• Influence professional behaviours through personalized coaching tailored to diverse advisor profiles and across business contexts.
• Design and implement development programs, practice standards, tools, and guides that promote best practices across the network.
• Improve the conversion of banking referrals by supporting pipeline management, opportunity follow-up, and the quality of sales execution.
• Analyze performance metrics, identify gaps, and recommend targeted interventions to increase productivity and business results.
• Collaborate with internal partners to enhance processes, tools, and the bancassurance distribution model.

Skills

Coaching

Insurance Sales

Leadership

Education

Bachelor's degree in a relevant field

Job description

A career as a National Director, Insurance Advisor Practice Development within National Bank Insurance Solutions (NBIS) and National Bank Insurance Firm (NBIF) means acting as an expert in performance improvement and professional practice development. In this role, you play a key part in driving the growth and effectiveness of the financial security advisor network by supporting advisors at every stage of their development, from junior professionals to seasoned experts.

Leveraging your expertise in coaching, business development, and performance management, you help increase the network’s sales capacity, optimize client segmentation practices, and support the sustainable growth of advisor portfolios. You also develop and implement strategies and approaches that elevate professional standards and accelerate advisor success across the country.

Your Role

• Support financial security advisors in developing every aspect of their practice by conducting assessments, creating action plans, and providing structured follow-up on their progress.
• Influence professional behaviours through personalized coaching tailored to diverse advisor profiles, from early-career professionals to highly experienced advisors, and across various business contexts.
• Design and implement development programs, practice standards, tools, and guides that promote the adoption of best practices throughout the network.
• Improve the conversion of banking referrals by supporting pipeline management, opportunity follow-up, and the quality of sales execution.
• Analyze performance metrics, identify gaps, and recommend targeted interventions to increase productivity and business results.
• Collaborate with internal partners to enhance processes, tools, and the overall effectiveness of the bancassurance distribution model.

Your Team

National Bank Insurance provide financial services through the distribution of individual insurance, group insurance, and investment products via a network of financial security advisors operating across most Canadian provinces.

As part of the Insurance sector, you will directly contribute to the development and evolution of best practices across the advisor network nationwide. Reporting to the Associate Vice-President, you will work closely with business partners to enhance commercial performance, support skills development, and drive the adoption of sustainable, high-performing practices.

We strive to offer maximum flexibility to support your quality of life. This includes a hybrid work environment as well as a flexible and adaptable work schedule.

At National Bank, continuous development and internal mobility are highly valued. Through personalized training programs built around experiential learning, you will deepen your expertise and expand your professional capabilities. Resources such as the Data Academy, language training, the Harvard Learning Center, and ongoing coaching and mentoring support are available to you at all times.

Languages: French, English

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Required skills: Coaching, Insurance Sales, Leadership

Requirements

• Bachelor's degree in a relevant field and a minimum of 8 years of relevant experience in insurance, financial services, and business development.
• Significant experience in coaching, skills development, and supporting professionals at various stages of their careers.
• Strong understanding of performance drivers and the life insurance sales cycle.
• Knowledge of the regulatory framework governing the insurance and financial services industry.

Your benefits

• 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!