area office manager

3 weeks ago

Montreal, Quebec, Canada Scotiabank Full time
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Leading a team of Investment Specialists for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass affluent market with a primary focus on new client acquisition through a customer-focused culture and comprehensive financial planning framework, while adhering to Global Sales Principles, compliance and regulatory requirements.

The Regional Manager will be specifically responsible for all elements of sales management, including:
Leading the execution of business development strategies;
Delivery of coaching, training and recognition;
Performance management; Leading the execution of sales management strategies and initiatives for the assigned market area by:
Proactively leading business development activities, aligning with Global Sales Principles, to achieve and exceed targets, leveraging expertise of the local market, financial conditions, and advisor incumbents
Clearly defining roles, responsibilities and expectations, while communicating market area business plans to assigned Investment Specialists
Working with Investment Specialists to execute against their individual business plans; providing insight and guidance to Investment Specialists in support of their business development activities
Leading talent & people management initiatives and activities for the assigned market area by:
Supporting Investment Specialist recruitment, ensuring alignment with business strategies and elements unique to the market area
Providing leadership and motivation to a team of Investment Specialists, through coaching and development, with a focus on retention and management of high quality talent
recognizing advice-driven performance and managing non-performance
Leading collaboration & relationship building initiatives across the assigned market area by:
Developing strong relationships and partnerships with the other leaders and Regional Directors across Wealth Management, Scotia iTRADE and Canadian Banking, and encouraging the same relationships for the Investment Specialists
Collaborating with other Scotiabank sales management leaders in Canadian Banking and Wealth Management on business development and Centres of Influence (COIs) relationship building activities
Identifying, establishing and sustaining mutually beneficial relationships with key business contacts and Centres of Influence
Developing a visible community profile for the Investment Specialist business development channel in assigned market area communities
Representing Scotiabank at various industry and regulatory functions
Managing compliance / regulatory, risk management, operational & finance requirements for the assigned market area by:
Effectively managing tier one compliance and regulatory oversight for the assigned sales team members and market area
Monitoring adherence to regulatory and internal Bank requirements, including Global Sales Principles; ensuring compliance, risk management and regulatory rules, guidelines, policies and standards are followed consistently
Ensuring client complaints, claims, legal actions and regulatory reviews, examinations and investigations are handled effectively, and corrective actions are implemented in a timely manner
Monitoring the quality of business development activities, prospects, and portfolio growth
Managing the budget planning for the assigned market area to support business development strategies and tactics
Post-secondary education in Business or related field
Mutual Fund Licence, Financial Planning Designation (CFP, PFP or IQPF) and/or completion of Branch Manager Course
5+ years of experience in the investment industry, with a strong preference for wealth management and/or brokerage experience
Expert sales management skills and advanced knowledge of sales techniques and prospecting
Proven networking, client acquisition and interpersonal skills, with the ability to influence and motivate others
Strong verbal and written communication skills in English and French.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve English-speaking clientele frequently.

Extensive knowledge of competitive and proprietary offerings, market trends, economic conditions, and the regulatory environment

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role.

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