National Bank
A career as a Fiduciary Services Senior Manager in the Trust and Philanthropic Services team at National Bank means acting as a strategic partner for our high-net-worth clients. This role allows you to have a positive impact through your expertise in trust administration, your strong communication skills, and your ability to build lasting relationships based on trust.
Your job
Build and maintain strong client relationships by delivering services that meet the trust division’s client experience standards
Diligently process files under your responsibility and provide regular updates to internal and external stakeholders
Drive business development with targeted sectors (e.g., Private Banking 1859, National Bank Financial, Personal Banking Network)
Deliver presentations and training to internal partners to promote asset retention
Actively participate in continuous improvement initiatives, including the digital transformation of client communications and internal processes
Prepare regular reports and communications for clients
Your team
At National Bank Trust, you report to the Vice-President Trust and Philanthropic Services and manage a team of two experienced specialists in the industry. You will participate in the sector’s mission, which is primarily to offer trust services to individuals and specialized advice to affluent clients. The team works proactively, collaboratively, and with agility to provide our clients with distinguished and expert services while being recognized for its professionalism, human approach and expertise developed over more than 90 years.
Our goal is to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible and adaptable schedule.
The Bank values continuous development and internal mobility. Our personalized training programs, based on on-the-job learning, help you master your profession and develop new fields of expertise. Tools such as the Data Academy, Language Training, Harvard Learning Centre and coaching and mentoring support are available to you at any time.
Prerequisites
Bachelor’s degree in a related field and at least 5 years of relevant experience
Strong background in customer service and an advisory role
Willingness to travel when required to support client needs
Good organizational skills and managing priorities
Ability to resolve a wide range of complex situations in a practical way
Communication and presentation skills with ability to explain complex concepts
Knowledge or experience in estate liquidation/settlement or trust administration (an asset)
Knowledge of investments or financial planning (an asset)
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!