Description
The Investment Customer Service Manager, Private Banking 1859, reports to the RVP, Wealth, Western Canada. This role is responsible for upholding the Private Banking 1859 vision and significantly contributing to the operations of three branches: Toronto, Calgary, and Vancouver. The manager will focus on actively coaching and ensuring the professional development of their team, overseeing daily operations, compliance, and client experience within the Private Banking 1859 Wealth network. The role also involves acting as an advisor, resolving escalations, supporting business development, and implementing special projects.
What We're Looking For
Ensure smooth day-to-day and administrative operations at Private Banking 1859 Wealth branches and consistent compliance.,Engage and coach a team of 4 Wealth Associates (expected to grow).,Ensure accuracy and precision of work produced by Wealth Associates, fostering quality-control and adherence to processes.,Ensure a uniform and high-quality client experience across the Private Banking 1859 Wealth network.,Advise the RVP on team performance, accuracy, and quality of work, and support business development by contributing to policies, programs, and strategies.,Resolve escalations and manage unique or complex client circumstances effectively.,Provide support during overflow, increased workload, or vacation coverage.,Relay messages, negotiate, and collaborate with internal and external partners for efficient file settlement.,Stay updated on new compliance requirements, operational processes, and internal policy updates, ensuring timely adoption and consistent application.,Act as a change agent in implementing special projects from Head Office.
Ideal Candidate
Bachelor's degree and a minimum of 5 to 10 years of experience, including one year in a similar function or at least one year in personnel management combined with 3 years in business development and customer service.,Currently registered as an Investment Representative (IR) under CIRO.,Recognized investment expertise (processes, products & applications).,Compliance expertise.,Experience coaching and personal training.,Management experience (an asset).,Change management skills.
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Benefits
Also Available At
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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