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Senior Manager, Financial Advisor, Investment

1 month ago

Montreal, Canada Scotiabank Full time
p>

Reporting to the Regional Vice President and National Lead, FAIRs Strategy and Execution, the Senior Manager, Financial Advisor, Investment & Retirement will strategically partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.

The Senior Manager, FAIRs will have responsibility for coaching the team of FAIRs, increasing the financial planning results, supporting recruitment and retention of the specialist advisors, creating practice management strategies to deliver on the business results for the FAIR team, and supporting national project management while adhering to Global Sales Principles, compliance and regulatory requirements.

The Senior Manager, FAIRs will be an impactful sales leader who will leverage their influencing and relationship building skills to drive results and to establish this role within the region. They will be accountable for the following elements of sales and practice management while respecting capacity and striking a balance between national consistency and regional nuance, including:

  • Establishing standards and expectations for key activities (financial plans, proactive/reactive contact, SIS updating etc.), specific market/client segmentation and planning.
  • Delivery of coaching, and training to elevate FAIR knowledge and performance.
  • Refer clients to other Canadian Banking and Wealth Management partners, where appropriate, to deepen relationships and enhance the client experience.
  • Build a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment.
  • Lead the execution of practice management strategies and initiatives for the assigned market area by supporting the execution of the FAIR value proposition and focus on financial planning.
  • Coordinate training, skill builds, pipeline calls, client events with the FAIRs, and partners across the Region to increase their business development tactics and deliver on revenue for the Bank.