Scotiamcleod Branch Administrator/assistant Branch

7 months ago

Montréal, Canada Scotiabank Full time

Requisition ID: 195293

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

An integral member of the branch leadership team in a dynamic role assisting the Branch Manager in areas of advisor coaching, adoption and implementation of global wealth management solutions, problem solving, branch sales and marketing initiatives, growth in branch assets and revenue, recruitment, regulatory compliance and oversight.
You will be responsible for contributing to the overall success of the branch by ensuring a high level of customer service through efficient operations and administrative efficiencies.

**Is this role right for you? In this role, you will**:

- Leads and promotes a client-focused culture within his/her team to deepen client relationships and leverage the Bank's broader relationships, systems and knowledge.
- Manages all branch support staff and operations, by:

- Provide ongoing coaching and development of employees, performance management and annual goal setting, guidance, motivation and support.
- Resolve issues with employees and advisors or other team members.
- Plan and facilitate support staff meetings.
- Building a culture of high performance and continuous improvement
- Coordinate the set-up and onboarding of new support staff and advisors.
- Managing branches facilities and security access to branches
- Liaising with Head Office and Regional Office regarding new initiatives.
- Manages and implements procedures to ensure compliance with company policies and industry regulatory bodies, by:

- Ensuring that branches comply with privacy and anti-money laundering requirements
- Maintain all branch compliance files
- Assist in handling customer complaints and ensure that any potential violations of industry regulations are escalated to the Branch Manager, National supervision and Compliance.
- Approve trade corrections
- Acting as the branch's point of contact for internal audit
- Delegate for the Branch Manager supervision duties
- Monitor continuing education requirements for all licensed staff
- Partner with the Branch Manager to maintain a rigorous culture of compliance reflecting regulatory requirements and organizational standards to put the customer's best interests first.
- Assists the Branch Manager in managing branch expenses by:

- Query the Financial Information System (FIS) on various expenses
- Assisting in preparing branch budget and approving and management of all branch expenses.
- Supports Advisor teams by providing advice and support on HR related issues and sales leadership to advisors.
- Builds a high-performance environment and implements a human resource management strategy that attracts, retains, develops, and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviors; communicate the vision, values and business strategy; and managing succession planning and team development.
- Understands how the Bank's risk appetite and risk culture should be factored into day-to-day operations and decisions.
- Creates an environment in which his/her team conducts effective and efficient operations in his/her respective industries in accordance with Scotiabank's values, code of conduct and global sales principles, while ensuring the relevance, compliance and effectiveness of day-to-day business controls in order to meet operational obligations, compliance, anti-money laundering, anti-money laundering, sanctions, and conduct risks.

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

- 5+ years of experience in the investment industry (wealth management/financial services)
- Investment Representative License (CSC, CPH)
- Branch Manager License (or Undertaking to take It)
- Process-oriented person and effective communicator
- Previous management experience is considered an asset.
- Strong problem-solving and interpersonal skills.

**What's in it for you?**
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We recognize the i

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