Senior manager – practice management and adoption

National Bank; Montreal; On-site; 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 and family assistance program

Preferential banking services

Community involvement

Job summary

National Bank Financial seeks a Senior Manager - Practice Management and adoption to guide the 360-degree coaching experience and align coaching with technology initiatives. You will lead coaching and change specialists, advancing advisory teams and expanding the national associate support program across Canada.

You will partner with leaders to drive adoption, measure impact, and ensure governance, with a focus on people-first change and value creation for clients in Wealth Management.

Qualifications

• University degree in related field with significant relevant experience.
• Experience leading and developing teams of professionals.
• Experience developing and executing business strategies or transformation initiatives.
• Expertise in coaching, organizational development, change management, adoption or business transformation.
• In-depth knowledge of the brokerage or wealth management industry.
• Mobilizing leadership and demonstrated ability to influence partners and leaders without direct authority.
• Ability to manage multiple priorities in a complex environment and ensure disciplined execution.
• Excellent communication, simplification, facilitation and executive advisory skills.
• Ability to define and use performance, adoption and impact measures to guide decisions.

Responsibilities

• Define and implement the vision and strategy for a 360-degree coaching experience that aligns the practice management coaching offering with the technology coaching offering.
• Lead, engage and develop a multidisciplinary team of coaches and change management specialists by setting clear priorities and fostering accountability, collaboration and continuous improvement.
• Evolve coaching journeys based on needs and maturity of advisory teams to strengthen efficiency, execution and value delivered to clients.
• Design and deploy the new national associate support program, including onboarding, skill development and role progression journeys.
• Develop and deliver an integrated, NBF-wide change management strategy that anticipates impacts and accelerates sustainable adoption of priority initiatives.
• Act as a strategic partner to leaders, project teams and Bank sectors to ensure a coherent, people-centred change experience aligned with business priorities.
• Establish governance, service standards and success measures for the coaching offering, associate support program and change management practice.
• Measure the results and impact of deployed strategies and recommend adjustments that support continuous improvement and value creation.
• Represent the team on strategic committees and forums, influence direction and engage partners around a shared vision.

Skills

Leadership

Coaching

Change management

Strategy development

Communication

Influence

Multitasking

Executive advisory

Education

University degree in related field

Job description

A career as Senior Manager - Practice Management and adoption within the Best Practices team at National Bank Financial means playing a strategic role in evolving the coaching experience, developing our Wealth Management Advisory teams and supporting adoption of the transformations shaping NBF. Through your mobilizing leadership, business vision and ability to influence, you lead a multidisciplinary team and advance a coherent, integrated support offering centred on the needs of wealth management teams.

Your role:

• Define and implement the vision and strategy for a 360-degree coaching experience that aligns the practice management coaching offering with the technology coaching offering.
• Lead, engage and develop a multidisciplinary team of coaches and change management specialists by setting clear priorities and fostering accountability, collaboration and continuous improvement.
• Evolve coaching journeys based on the needs, key moments and maturity of advisory teams to strengthen efficiency, execution and value delivered to clients.
• Design and deploy the new national associate support program, including onboarding, skill development and role progression journeys.
• Develop and deliver an integrated, NBF-wide change management strategy that anticipates impacts, prepares stakeholders and accelerates sustainable adoption of priority initiatives.
• Act as a strategic partner to leaders, project teams and Bank sectors to ensure a coherent, people-centred change experience aligned with business priorities.
• Establish governance, service standards and success measures for the coaching offering, associate support program and change management practice.
• Measure the results and impact of deployed strategies and recommend adjustments that support continuous improvement and value creation.
• Represent the team on strategic committees and forums, influence direction and engage partners around a shared vision.

Your team:

As part of the Wealth Management sector, you report to the Vice-President, Development and Client Experience. You lead a team of practice management coaches, technology coaches and specialists responsible for integration, adoption and change management. The team stands out for its expertise in coaching, training, support and transformation with National Bank Financial wealth advisory teams.We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training content and collaboration with colleagues who bring varied expertise and profiles.

Prerequisites:

• University degree in a related field and significant relevant experience, or an equivalent combination of education and experience.
• Demonstrated experience leading and developing teams of professionals or subject-matter experts.
• Experience developing and executing business strategies, cross-functional programs or transformation initiatives.
• Expertise in coaching, organizational development, change management, adoption or business transformation.
• In-depth knowledge of the brokerage or wealth management industry and the realities of advisory teams.
• Mobilizing leadership and demonstrated ability to influence partners and leaders without direct authority.
• Ability to manage multiple priorities, make decisions in a complex environment and ensure disciplined execution.
• Excellent communication, simplification, facilitation and executive advisory skills.
• Ability to define and use performance, adoption and impact measures to guide decisions.

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!