Vice-president institutional markets eastern canada

National Bank; Montreal; On-site; CAD 120,000 - 160,000; Full time

Job summary

Join a leading financial institution as the Vice-President of Institutional Markets for Eastern Canada. You will drive business development efforts, manage strategic relationships, and ensure high standards of client experience. This role offers the opportunity to impact the firm’s strategic plan and engage in a dynamic work environment with a focus on inclusivity and employee wellbeing.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Qualifications

• Minimum 10 years of professional experience in B2B wealth management.
• In-depth knowledge of custody, portfolio management, investment funds, and pension plans.
• Ability to manage and mobilize a sales team.

Responsibilities

• Develop and implement business development strategies.
• Grow and maintain relationships with key centers of influence.
• Ensure quality of services and develop strategies for customer satisfaction.

Skills

Communication

Sales Team Management

Strategic Thinking

Detail-oriented

Education

Bachelor's degree

Tools

Salesforce

Job description

A career as Vice-President, Institutional Markets - Eastern Canada at National Bank Trust is to increase the volume of business by developing mobilized teams and establishing high standards of client experience.

The Institutional Markets team is looking for a leader for Eastern Canada (Ontario, Quebec and the Maritimes) who will be responsible for business development, managing strategic relationships (with clients, centers of influence and partners) and achieving industry objectives.

Your job

• Develop and implement business development strategies to capture the full potential of our current clients
• Develop an annual sales plan focused on acquiring new customers, as well as a detailed retention plan with a focus on high-value customers and companies with potential for consolidation or growth
• Grow and maintain relationships with key centers of influence and consultants in the market
• Take responsibility for the overall delivery of services, ensuring that they are delivered in accordance with the National Bank Trust (NBT) business model
• Ensure the quality of services offered, continuous training of team members, and develop strategies to ensure customer satisfaction and loyalty
• Sit on the NBT Executive Committee and actively participate in the development of the firm's strategic plan and budget by bringing in-depth knowledge and expertise of its sector, client needs and the institutional market
• Participate in industry events to promote our service offering and to ensure visibility for the Trust

Your team

You report directly to the President of National Bank Trust. The team consists of 20 experts who focus on business development while providing high-quality customer service.

Prerequisite

• Bachelor's degree and a minimum of 10 years of professional experience in a B2B wealth management environment.
• In-depth knowledge of custody, portfolio management, investment funds, pension plans and wealth management products and services
• Strong experience in managing and mobilizing a sales team
• Comfortable and confident in using technology as an integral part of the sales process, with particular experience in using Salesforce
• Organized and detail-oriented, with the ability to keep multiple projects and client engagements active at the same time
• Demonstrate the ability to think and act strategically
• Excellent communication skills - superior writing, editing and proofreading skills, and strong presentation skills
• Ability to travel within the regions covered by the organization

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. * 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 * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!