Market Lead, Private Investment Counsel

4 weeks ago

Edmonton, Canada Scotiabank Full time

Requisition ID: 208034

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

**Job Purpose**:
The Market Lead oversees and leads a team of investment professionals in the Western Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefor the Market Lead not only delivers this mandate by identifying, managing, retaining and deepening high net worth/ultra-high net worth prospects in specific markets but also coaches his/her team in doing the same.

More specifically, the role is responsible for developing client acquisition strategies, maintaining a prospect sales pipeline in order to generate sustainable and profitable growth. The incumbent also manages a book of business, gains an intimate understanding of client’s life goals, circumstances and needs in order to provide investment counseling that is integrated into life
- based wealth advice and solutions. Additionally, the incumbent is accountable for coaching, mentoring, and managing the performance of Portfolio Managers, Wealth Managers, Associate Portfolio Managers and Wealth Associates to facilitate the delivery of profitable, high quality wealth management services and solutions to clients to meet the objectives.

**Key Accountabilities**:
**Fulfilling the sales/service management strategy for the Scotia Wealth Management Office by**:

- Providing expertise and guidance to the PIC team and team of experts for the PIC business and acting as the PIC lead in the local marketplace;
- Actively managing performance of direct reports against goals and/or business plans that are defined nationally;
- Championing and facilitating the sharing of best practices to enhance client and relationship manager experiences (e.g. strategy & business development campaigns);
- Meeting regularly with direct reports to review business development plans and provide coaching and feedback;
- Participating in joint business development and client relationship management activities on a regular basis;
- Facilitating regular sales management meetings;
- Utilizing enablers and adopting technologies (e.g. dashboard reporting, CRM etc.) to effectively manage the assigned market;

**Providing leadership to motivate and develop individual and team performance by**:

- Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement;
- Driving the internal communications process by ensuring all employees are aware of key projects, corporate goals and ongoing critical changes affecting clients by disseminating information in a timely and effective manner;
- Ensuring that the performance management process implemented and employee development is a priority for all employees on the team, in an effort to build and sustain a high-performing team of investment professionals
- Regularly meeting with direct reports by scheduling one-on-one coaching;
- Identifying and supporting training and developmental needs of team members and participation in the development of training programs;
**Contributing to the effective functioning of PIC by**:

- Leading by example as a key member of PIC’s leadership team.
- Building effective working relationships across the team and with various business lines and corporate functions;
**Carrying out the risk management/compliance strategy in the Scotia Wealth Management Office by**:

- Maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite;
- Ensuring the suitability of wealth strategy and investment recommendations and alignment with clients’ financial goals, objectives and risk levels;
- Managing successful and timely resolution of all issues and client concerns raised within the PIC business; escalating to the Regional Director and/or Compliance as required;
**Executing on the business development strategy by**:

- Serving as the primary leadership contact for PIC within the assigned market;
- Developing and managing business plans, including sales targets and marketing strategies for prospective and existing clients within the context of nationally defined business plans;
- Networking and maintaining a strong market profile with client segment and with both internal and external contacts/stakeholders
- Using a PIC defined business development and sales planning process to find and identify new business opportunities, attract new clients, as well as consolidate assets from existing clients in order to increase share of wallet, assets, and revenue;
- Executing on marketing strategies to attract and retain valuable clients by providing internal/external professional presentations and reports and conducting prospect meetings;
- Developing acquisition strategies, managing and maintaining a prospect sales opportunity pipeline in or

  • Co-op, Private Credit Operations/private Investment

    1 week ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    **Opportunity** The Private Investment Operations (PIO) and Private Credit Operations (PCO) have joined forces to recruit one student to share in their respective areas. You will learn from collaborative accounting professionals in an inclusive environment. The teams will provide guidance and constructive feedback to maximize your learning experience. If you...

  • Co-op, Private Credit Operations/private Investment

    3 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    **Opportunity** The Private Investment Operations (PIO) and Private Credit Operations (PCO) have joined forces to recruit one student to share in their respective areas. You will learn from collaborative accounting professionals in an inclusive environment. The teams will provide guidance and constructive feedback to maximize your learning experience. If you...

  • Legal Counsel

    2 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    CLOSING DATE: - September 27, 2024 Opportunity Get ready to make an impact! We're seeking a dynamic, ambitious individual to join our team of investment lawyers. You'll be providing expert legal support for investment activities in the private credit market in Canada, the USA, the EU, and other international jurisdictions, as well as supporting liquidity...

  • Student, Private Investment Middle Office

    3 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    CLOSING DATE: February 13, 2025 Opportunity Work our way from Edmonton or Calgary. Our flexible work style lets you work remotely while allowing regular visits to our vibrant offices, where you can soak up our culture and collaborate with colleagues. The Private Investments Middle Office sits within Investment Operations and supports Private Markets in...

  • Student, Private Investment Middle Office

    1 week ago

    Edmonton, Calgary, Canada Alberta Investment Management Co Full time

    Student, Private Investment Middle Office (Summer 2025) Apply Remote Type: Hybrid Locations: Edmonton, Calgary Time Type: Full Time Posted On: Posted 4 Days Ago Time Left to Apply: End Date: February 13, 2025 (11 days left to apply) Job Requisition ID: JR100526 CLOSING DATE: February 13, 2025 Opportunity Work our way from Edmonton or Calgary. Our...

  • Student, Private Investment Operations

    2 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    CLOSING DATE: January 21, 2025 Opportunity Private Investment Operations (PIO) is seeking a dedicated student to join their team. This role offers a unique opportunity to learn from collaborative accounting professionals in an inclusive environment. The teams prioritize providing guidance and constructive feedback to enhance your learning experience. If...

  • Private Investment Middle Office Analyst

    4 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    **Opportunity** Are you eager to play a key supporting role across the illiquid investment portfolio at AIMCo? If you enjoy combining finance and investment disciplines, this could be just the opportunity you have been waiting for! As a key member on the newly created Private Investment Assets team, you will help build a best-in-class asset management...

  • Co-op, Real Estate and Private Investment

    2 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    **Opportunity** The Private Investment Operations (PIO) and Real Estate Financial Operations (REFO) have joined forces to recruit two students to share in their respective areas. You will learn from collaborative accounting professionals in an inclusive environment. The teams will provide guidance and constructive feedback to maximize your learning...

  • Investment Analyst, Atbim

    2 weeks ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Student, Private Investment Operations/private

    3 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    **Opportunity** Are you looking to complement your academic knowledge with professional ‘real world’ experience? Are you a purpose-driven individual who wants to contribute to your community? Do you enthusiastically follow financial markets or seek out emerging trends in technology? If so, a student position at AIMCo might be the opportunity for you to...

  • Analyst/associate, Private Equity

    3 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    **Opportunity** AIMCo's Private Equity team manages approximately C$11 billion of assets, comprised of a combination of Direct Investments and Private Equity Fund Commitments. The team is seeking an Analyst to contribute to the analysis of Private Equity investment opportunities across a range of industries and geographies, and to help manage the existing...

  • Senior Investment Consultant

    7 days ago

    Edmonton, Canada Segal Full time

    Description The Opportunity: We are seeking an experienced institutional investment manager to join our investment consulting team and play a leading role in the further growth and development of our investment consulting practice in Canada. The successful candidate will be responsible for providing investment advisory solutions and services to clients...

  • Student, Private Equity

    1 week ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    CLOSING DATE: - November 29, 2024 Opportunity The Student, Private Equity at AIMCo is a unique role where you’ll gain experience analyzing Private Equity investments alongside an experienced and focused team of investment professionals, while contributing to the financial security of hundreds of thousands of Albertans. In this role you will gain...

  • Investment Valuations Analyst I

    4 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    **Opportunity** AIMCo has a great opportunity for someone looking to enhance their career in the exciting field of investment valuations. This team is an essential part of maintaining a positive relationship with our clients by ensuring asset information presented is fair and accurate. You will join a team of dedicated professionals responsible for ensuring...

  • Analyst, Private Equity

    2 weeks ago

    Edmonton, Canada Kanvi Group Full time

    **About KV Capital** We are a diverse team of finance experts with a single purpose - to grow prosperity for our clients, partners and communities by creating great things in real estate. Since our founding in 2006, we have expanded our business across three connected areas of service: real estate private equity, real estate lending, and private equity...

  • Wealth Advisor

    3 days ago

    Edmonton, Canada Investment Planning Counsel Full time

    Wealth Advisor With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients?   ...

  • New Grad Analyst, Investment Management Rotational

    4 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    CLOSING DATE: - September 21, 2024 Opportunity Are you ready to kickstart your career with hands-on experience at a global multi-asset class institutional investment manager? If you're passionate about financial markets or economics and want to make a meaningful impact in your community, AIMCo's rotational program is the perfect opportunity for you. We...

  • Private Banking Advisor

    3 weeks ago

    Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Investment Strategy- Economic and Investment

    4 weeks ago

    Edmonton, Canada AIMCo (Alberta Investment Management Corporation) Full time

    **Opportunity** Do you have passion for the financial markets, the desire to work closely in support of client investment goals, and the ability to think outside the box? Would your colleagues describe you as someone who applies rigorous economic theory and analytical financial models to economic or investment research? If you have answered yes, we are eager...

  • Private Banker Team Lead

    3 weeks ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 159584 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose As a leader of a Private Banking team the incumbent contributes to the Private Banking’s success through leading the delivery of sound advice and administration of the Private Banking team’s assigned book of business....