About our client

Our client, a leader in the banking sector, is looking for a Head of Wealth, Investment Management & Capital Markets to join their team.

As a well-established financial institution in Canada, the organization offers a comprehensive range of services for individuals, businesses, and institutional clients. It is dedicated to innovation, client-focused solutions, and long-term growth.

You will have the chance to be part of a dynamic and diverse team striving for success in a rapidly changing financial landscape.

By joining our client, you will directly contribute to their mission while working within an organization that considers their employees as the pillar of their success and possesses a strong, inclusive and relationship-focused corporate culture.

 

Description

This new role will lead three operationally connected businesses in the areas of Wealth, Investments, and Capital Markets. The person will transform and simplify the organization’s Wealth and Investments Management capabilities to better serve internal and external customers.

The three operationally connected businesses:

1. Develop and grow the organization’s commitment to Wealth and Investment Management, building from existing capabilities within the bank, accessing the bank’s Financial Advisors and Private Bankers, and a broad wealth management client base.

2. Synthesize and reinvigorate the Bank’s meaningful presence in Carrying Broker/Institutional Services, which services independent brokers and advisors across Canada.

3. Support the Bank’s successful Capital Markets business, focused on Fixed Income and Foreign Exchange, with strength in front-end trading and an integrated business model with the Bank’s Commercial banking group.

 

Main Responsibilities

Leadership & Strategy:

• Provide visionary leadership and strategic direction for the Wealth, Institutional, and Capital Markets divisions. Align the divisions’ goals with the overall business strategy of the Bank.
• Drive strong operations to support revenue growth and profitability across the three divisions.

Sales and Client Experience:

• Build and maintain a strong client experience model to service clients of all divisions.
• Manage the client experience across the three divisions to optimize satisfaction through structure review, operating models, and targeted investments.
• Foster strong relationships with key partners and stakeholders.

Compliance & Risk Management:

• Ensure compliance with regulatory requirements and internal policies related to investment products and services.
• Implement a robust risk management framework to identify and mitigate risks associated with the bank’s investment activities.

Team Management:

• Build and manage a high-performing team of business leaders, investment professionals, and mid and back-office personnel.
• Foster a culture of excellence, collaboration, and innovation within the team.

Market Analysis & Insights:

• Stay abreast of market trends, competitor offerings, and regulatory changes.
• Analyze market trends and provide insights to clients and the organization.

Financial Performance:

• Oversee the financial performance of the investment product offering, ensuring it meets profitability targets.
• Prepare and deliver performance reports, presentations, and updates to senior management and the investment committee.

 

Required Qualifications

Education

• Bachelor’s degree in finance, economics, business administration, or a related field
• MBA or relevant certifications (e.g., CFA, CFP) (an asset)
• Partners, Directors & Senior Officers course (PDO)

Professional Experience

• Minimum of 15 years of experience in wealth and investment management, or related financial services
• Minimum of 7 years in a leadership role

Skills

• Strong understanding of investment strategies and financial markets
• Bilingualism (French and English), written and spoken

Specific Abilities

• Proven leadership experience
• High Aptitude for change management and the ability to build operating capabilities
• Excellent communication and interpersonal skills
• Team player fostering collaborative environment and the professional development of his team
• Ability to cultivate client relationships and identify opportunities
• Commitment to providing an exceptional customer experience and nurturing long-term partnerships

 

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Only the people selected for an interview will be contacted. We support the principle of employment equity.

TALINKO is a recruitment firm of middle and senior executives also offering support in the recruitment of members of the board of directors or advisory committee. We operate in different business sectors.

Please note that the masculine is used to lighten the text, without prejudice against the feminine form.