Regional Manager, Md Wealth

2 months ago

Montréal QC, Canada MD Financial Management Full time

Requisition ID: 207918

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

Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work flexibility, but also endorses it. A place where diversity and inclusion and a commitment to employee health and wellbeing are part of the corporate DNA. A job that is more than a job - allowing you to make a meaningful contribution to the welfare of some of the hardest working Canadians we know - physicians. If not only what you do but who you do it for matters, consider this opportunity to join our exceptional team of professionals committed to making a difference to those on the front lines of Canadian healthcare.

Reporting to the Regional Head, the Regional Manager is primarily responsible for the supervision and performance management of advisors to ensure the adoption, sustainment and effective use of contact and sales planning tools.

The Regional Manager will lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Partner with the Regional Head to create, develop and maintain high-performing sales teams. You will lead regional employees in the implementation and adoption of new products and sales initiatives, ensuring an optimal employee and client experience as well as leading reward and recognition activities within the region

**Is this role right for you? In this role you will**:
- Play a key role in identifying appropriate team-based solutions and work in conjunction with the Region Head and sales teams to identify tactics to address productivity deficiencies.
- Ensure compliance to MD standards, policies and procedures, as well as identifying and implementing applicable action plans to address deficiencies will be a primary focus as will managing escalated client complaints in a timely and customer-focused manner.
- Direct day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits. Communicates the Bank’s risk culture and risk appetite statement throughout their teams.
- Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Build a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Build a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team

**Education/Experience**
- Pl.Fin designation
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook for Securities Industry Professionals (CPH)
- Life Licensed Qualification Program (LLQP) Insurance of persons and Group insurance of persons (Including the 6 and 12 weeks probationary period)
- Branch Manager License

**Do you have the skills to enable you to be successful in this role? We would love to work with you if**:

- You are an outstanding communicator. You actively listen and tailor your responses accordingly based on audience needs and expectations.
- Have knowledge of the healthcare / medical environment would be an important asset.
- You’re a proven relationship builder. You use your strong networking skills to effectively develop optimal relationships with internal and external business partners.
- You have demonstrated consultative selling skills with an innate ability to close the deal.
- You have the confidence and capability to work independently but also enjoy the collaborative process and look forward to partnering with other tea

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