Scotiamcleod Assistant Branch Manager
4 weeks ago
Requisition ID: 213110
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.
**PURPOSE**:
The Assistant Branch Manager is an integral member of the branch leadership team. This is a dynamic role assisting the Branch Manager in areas of Advisor Coaching, adoption and delivery of Total Wealth solutions, problem solving, branch sales and marketing initiatives. Along with, supporting growth in branch assets and revenue, recruiting, regulatory compliance and oversight.
**WHAT YOU’LL BE DOING**
In this role you will:
- Take a lead role in supporting advisor teams and solving day to day issues
- Assist the Branch Manager in the continued implementation and adoption of our Total Wealth Strategy
- Partner with Branch Manager and Branch Administrator to guide and support staffing in the branch as it relates to Advisor Team’s needs
- Develop and implement recruitment strategies for the branch that align with our Firm’s growth strategy and culture
- Act as a sounding board for experienced and developing advisors complimented by coaching and providing advice and perspective on all things relevant to the Advisor’s business and growth objectives
- Collaborate with Wealth Specialists and Bank partners to assist Advisor Teams in delivering thoughtful holistic wealth advice resulting in the best possible outcomes for our clients
- Work with Branch Manager and Branch Administrator to maintain a rigorous culture of compliance reflecting regulatory requirements and organizational standards of putting client’s interest first
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Creates 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 implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and uses a coaching mindset
**DO YOU HAVE THE SKILLS**
We’d love to work with you if you have:
- University Degree and/or five years relevant experience in Wealth Management/Financial Services or leadership
- Canadian Securities Course and Conduct & Practices Handbook Certifications
- Two Years experience as a Registered Representative as required for CIRO registration as a Supervisor
**WHAT’S IN IT FOR YOU**:
- At ScotiaMcLeod we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At ScotiaMcLeod
- you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- An organization committed to making a difference in our communities
- for you and our clients.
- An inclusive working environment that encourages creativity, curiosity and celebrates success.
- Learning and Development - free access to Scotia Academy to upskill and develop your skills.
LI-Onsite #LI-HA1
**_ Please note this role is a full time contract*_**
Location(s): Canada : Ontario : Toronto
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.
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