Market Lead, Scotiatrust

1 month ago

Calgary Alberta DJ, CA Scotiabank Full time
Title: Market Lead, Scotiatrust - Calgary

Requisition ID: 200283

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Is this role right for you?

As the Market Lead, you lead the overall success of Scotiatrust / Canadian Wealth Management Estate Administration Team by ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. You ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

In this role, you will:

  1. Lead a client focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  2. Act as leader for Branch/Region, responsible for the achievement of defined revenue production goals and management of P&L.
  3. Lead a team of relationship managers responsible for the development of new business, maintenance of existing books and client service, and administration of accounts, all in the estates and trust business.
  4. Be responsible for identification, management, retention of high net worth/ultra-high net worth prospects in specific markets. Responsible for developing client acquisition strategies, maintaining a prospect sales pipeline in order to generate sustainable and profitable growth.
  5. Focus on the development and cultivation of new and existing client and partner relationships, Centres of Influence, as well as business development through our Retail Wealth Management Consultants and Scotia Wealth Management and commercial banking partners.
  6. Coach, mentor and manage the performance of trust and estate professionals to facilitate the delivery of profitable high quality wealth management services to meet client needs.
  7. Be responsible for the assigned branches’ revenue/plan goals and act as the branch lead on Key Performance Indicators.
  8. Lead a high performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicate vision/value/business strategy and manage succession and development planning for the team. Act as the lead change agent especially related to new procedures and business development.
  9. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Limit corporate risk exposure by ensuring that account administration is carried out in compliance with defined policies and procedures and audit standards, including escalation of issues to the Discretionary Powers Council as appropriate.
  10. Actively pursue effective and efficient operations of respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

Do you have the skills and requirements that will enable you to succeed in this role? – We’d love to work with you if you have:

  1. Post-Secondary Degree/Diploma (preferred)
  2. Proven sales and leadership success
  3. Estate and Trust knowledge
  4. Specific regulatory or compliance knowledge

Location(s): Canada : Alberta : Calgary

Scotiabank is a leading bank in the Americas. 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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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