Associate Director, MA Lead
3 weeks ago
Job Purpose:
The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team’s overall financial objectives. The incumbent possesses advanced knowledge of customized commercial lending, risk management, financial products and services, and wealth management solutions. Establishes relationship management and new business acquisition strategies at the team level and grows existing relationships. In this role you will:
- Drive business development, maintaining a strong market profile, both internally and externally, within the assigned geographic area by:
- Managing a team of Private Bankers, Associate Private Bankers and Senior Associates towards achievement of team financial and developmental goals.
- Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management.
- Developing and executing new business strategies at the team level to attract and retain high net worth clients.
- Conducting prospect meetings, skill building sessions, coaching routines to support team objectives.
- Identifying prospects and referrals from internal and external networks/COIs.
- Developing commercial credit proposals for new/existing customers and manage approval process.
- Identifying referral opportunities to Scotia Private Client Group partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners (Roynat, GTB, International, Scotia Capital, etc.).
- Managing the team’s new business pipeline and coach to convert sales opportunities to closed transactions.
- Maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.
- Negotiating the business unit’s goals.
- Utilizing the Financial Planning process to develop an in-depth understanding of client needs and serve as a conduit for referrals to the SPCG Team of Experts.
- Leading, coaching and motivating sales team to achievement of profit plan.
- Determining the assignment of client relationships and allocation of account loads.
- Using observational and results-based coaching to ensure the team achieves key financial and developmental goals including executing new client acquisition strategies, identification of additional wealth/banking opportunities and retention of existing high value clients.
- Establishing and monitoring performance objectives and measures, and providing timely performance (& non-performance) feedback with regards to roles, tasks and expectations.
- Effectively utilizing and developing staff to fill the needs of Private Banking unit and longer-term requirements of the Bank.
- Negotiating customized or standard Bank terms, conditions, structuring fees/interest rates, documentation, effective and competitive financing proposals with customers, culminating in the closing of transactions.
- Deepening profitable, mutually beneficial relationships between clients and Private Banking/Wealth Management Partners.
- Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth/ultra high net worth clients.
- Using knowledge of Scotiabank’s diverse products and services to anticipate client needs and proactively deliver solutions (including Commercial Banking, Scotia Capital and Retail).
- Managing client relationships to ensure that credit facilities and accounts are operating in a manner which is satisfactory to the Bank.
- Providing oversight and review of commercial credit structured and submitted to Global Risk Management and coach development of (Sr.) Private Banker/Trainee credit writing skills, management of in-house credits within approved limits.
- Ensuring compliance with regulatory activities and guidelines, including Privacy and Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety.
- Completing periodic monitoring activities as required confirming compliance with bank policies and effective risk management is in place.
- Monitoring client account activity and reporting unusual or suspicious transactions in accordance with policies and escalate as appropriate.
- Adhering to Bank standards, policies and business practices to ensure that the team meets appropriate regulatory and compliance requirements as they relate to both new and existing clients and accounts.
- Ensuring daily and periodic management controls are in place and effective.
- Monitoring non-interest expenses against planned budgets, ensuring that the Manager, Client Services has appropriate and reasonable explanations for variances.
- Providing direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessions.
- Reviewing recorded client concerns and resolve escalated concerns and issues to ensure that the Bank’s Customer Complaint Resolution Process is in place and effective.
-
Associate Director, MA Lead
2 months ago
City of Langley, Canada Scotiabank Full timep> Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Job Purpose:The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team’s overall...
-
Associate Director, MA Lead
4 weeks ago
City of Langley, Canada Scotiabank Full timeRequisition ID: 200293Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of...
-
Associate Director, MA Lead
3 weeks ago
City of Langley, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team’s overall...
-
Associate Director, MA Lead
7 days ago
City of Langley, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team’s overall...
-
Student Advisor, MA Leadership
6 months ago
Langley, Canada Trinity Western University Full timePosition Purpose and SummaryIn support of TWU’s mission to Equip Students for Life through the tenets of being Christ Centered, Student Focused, and Globally Engaged, the MA LEAD Student Advisor supports MA LEAD students, beginning with onboarding through to graduation. The Student Advisor is an integral part of the support network and provides high-touch...
-
Student Advisor, MA Leadership
4 weeks ago
Langley, Canada Trinity Western University Full timeJob SummaryWe are seeking a highly motivated and caring Student Advisor to support the MA LEAD program at Trinity Western University. The successful candidate will provide guidance and support to students throughout their academic journey, ensuring their success and well-being.Key ResponsibilitiesProvide one-on-one support to students, addressing their...
-
Associate Director
3 weeks ago
City of Langley, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team’s...
-
Associate Director
3 weeks ago
City of Langley, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 200293Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private...
-
Associate Director
4 weeks ago
Langley, Canada Scotiabank Full timeRequisition ID: 200293 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution...
-
Associate Director
5 months ago
Langley, Canada Scotiabank Full timeRequisition ID: 200293 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution...
-
Student Advisor, MA Leadership
4 weeks ago
Langley, Canada Trinity Western University Full timeJob SummaryTrinity Western University is seeking a highly motivated and caring Student Advisor to support MA LEAD students throughout their academic journey. As a key member of the support network, the Student Advisor will provide high-touch care, guidance, and mentorship to students, ensuring their academic success and overall well-being.Key...
-
Student Advisor, MA Leadership
4 weeks ago
Langley, Canada Trinity Western University Full timeJob SummaryWe are seeking a highly motivated and caring Student Advisor to support the MA LEAD program at Trinity Western University. The successful candidate will provide guidance and support to students throughout their program, ensuring a smooth and successful academic journey.Key ResponsibilitiesProvide one-on-one support to students, addressing their...
-
Associate Director
1 month ago
Langley, Canada Scotiabank Full timeRequisition ID: 200293Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution...
-
Senior Program Coordinator, MA Leadership
5 days ago
Langley, Canada Trinity Western University Full timeAbout Trinity Western UniversityTrinity Western University is a vibrant community that fosters academic excellence, spiritual growth, and personal development.We are committed to providing students with a world-class education that equips them for life through our core values of being Christ-Centered, Student-Focused, and Globally Engaged.In this role, you...
-
Associate Vice-President, Financial Services
4 weeks ago
City of Langley, Canada Academica Group Full timeAssociate Vice President, Finance - Competition ID: 3692KPU offers all learners opportunities to achieve success in a diverse range of programs that blend theory and practice, critical understanding, and social and ethical awareness necessary for good citizenship and rewarding careers. KPU strives to implement initiatives that will attract, support, engage,...
-
Associate Director, Grad. Student Engagement
7 months ago
Langley, Canada Trinity Western University Full time**Position Purpose and Summary** The Associate Director for Graduate Student Engagement (ADGSE) works as a member of the Student Life division to advance the mission and vision of the University to graduate students across its multiple campuses. The ADGSE oversees initiatives focused on connecting with all graduate students and developing strategies to...
-
Associate Director, Roynat Capital
4 weeks ago
City of Langley, Canada Scotiabank Full timeRequisition ID: 209283Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions,...
-
Director of Operations
4 weeks ago
City of Langley, Canada Ethos Veterinary Health Full timeh3>Elevate Veterinary Care: Seeking an Inspiring Hospital Director!We are seeking a dynamic Hospital Director for our ER veterinary hospital in Fraser Valley. p>The ideal candidate will be a strategic visionary, combining financial savvy with a creative, entrepreneurial mindset to unlock our hospital's potential. With strong emotional intelligence, the...
-
Director of Operations
4 weeks ago
City of Langley, Canada Ethos Veterinary Health Full timep>Elevate Veterinary Care: Seeking an Inspiring Hospital Director!We are seeking a dynamic Hospital Director for our ER veterinary hospital in Fraser Valley. p>The ideal candidate will be a strategic visionary, combining financial savvy with a creative, entrepreneurial mindset to unlock our hospital's potential. With strong emotional intelligence, the...
-
Senior Director, Private Banking Lead
4 weeks ago
Langley, British Columbia, Canada Scotiabank Full timeJob Purpose:The Senior Director, Private Banking Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team's overall financial objectives.As the Team Lead, the incumbent is responsible for team member development,...