Scotiamcleod Regional Director

2 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 211597

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**

Leads and oversees Toronto Region, ScotiaMcLeod within Scotia Wealth Management in Canada ensuring business strategies, plans and initiatives are executed and delivered in compliance with governing regulations, internal policies and procedures.

The role is responsible for the development and achievement of defined goals for the region through the profitable delivery of superior client service and high quality wealth management solutions to high net worth and ultra-high net worth clients, as well as recruitment of the experienced Wealth advisors in the region. The incumbent is responsible for leading and coaching a regional team to ensure they have the skills and knowledge to execute and deliver on our Total Wealth strategy. The incumbent also maintains a close, collaborative working relationship with other Scotia Wealth Management and Scotiabank business leads in the region with a focus on deepening and broadening client relationships. The role has direct P&L responsibility for all branches in the Region.

**Is this role right for you? In this role, you will**:
Develops and executes the region’s overall growth strategy, business plan, profit plan, and sales goals by:

- Providing direction and support to direct reports for resolution of complex client issues;
- Executing on an experienced advisor recruitment strategy for the region by attracting top talent from our competitors and building/maintain a recruitment pipeline, and coaching/supporting the branch management with their recruitment goals
- Developing a visible community profile for Scotia Wealth Management & ScotiaMcLeod;
- Maintaining close relationships with the region’s top clients
- As the primary leadership contact for the region, establishing close working relationships with other areas of Scotia Wealth Management and Scotiabank partners to create business line awareness and generate internal referrals;
- Developing and maintaining an external COI network for external business referrals.

Leads the sales and service management strategy by:

- Leading, coaching and motivating the branch management and advisors to exceed sales growth and profitability goals;
- Championing and facilitating the sharing of best practices to enhance client and relationship managers experiences (e.g. strategy & business development campaigns);
- Managing the overall quality and timeliness of client service in compliance with corporate policies and procedures, the operation document(s), legislation, and court precedent;
- Maintaining a high degree of working knowledge of products and strategies in order to effectively support Wealth Advisory professionals and promote the full suite of Scotia products and services;
Leads the risk mitigation strategy, ensuring effective management controls are in place for the region by:

- Identifying and managing problem accounts early to minimize potential losses;
- Providing direction and support for unit audits and ensuring timely responses to any audit findings and sustainment of corrective activities;
- Maintaining a high degree of working knowledge of regulatory and legislative requirements in all jurisdictions within assigned region;
- Ensuring strict adherence to Bank security procedures, including assigned authorities and limits;
- Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends

Oversees compliance management for the region by:

- Maintaining oversight of local supervisory functions and Tier 1 compliance requirements;
- Partnering with Compliance to create and maintain regulatory policies and procedures including assigned authorities and limits;
- Overseeing the implementation and execution of regulatory changes.

Ensures operational effectiveness for the region by:

- Managing the regional profit plan (e.g. revenue planning, expenditures, etc.);
- Monitoring non-interest expenses against planned budgets,
- Supporting client experience issues and the formal complaints process;
- Utilizing technology enablers and supporting the adoption of new tools, technologies, and processes
- Ensuring daily and periodic

  • Scotiamcleod Regional Associate

    1 week ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 188045 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...

  • Scotiamcleod Regional Director

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 211597 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...

  • Scotiamcleod - Regional Vice President, Business

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 204477 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...

  • ScotiaMcLeod - Regional Vice President, Business Development

    14 hours ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 204477 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...

  • Manager, Scotiamcleod Planning, Forecasting and

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 175597 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...

  • Regional Sales Director

    4 days ago

    Toronto, Ontario, Canada LEON CYCLEManaging Director Full time

    Leon Cycle is a leading e-bike manufacturer with a strong presence in Germany and an expanding global footprint. We are seeking a seasoned professional to lead our Canadian operations as Managing Director.The ideal candidate will have over 15 years of experience in senior management, preferably in B2C and B2B companies, with a proven track record in managing...

  • Scotiamcleod Branch Manager

    4 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 198594 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...

  • Regional Director

    6 days ago

    Old Toronto, Canada Fox Dealer Full time

    Regional Director, Sales & Dealer DevelopmentWe are currently seeking a Regional Director to direct the development of Fox Dealer Interactive strategies and product/service offerings within a regional geography. This position will also direct the strategies, tactics and relationships for Fox Dealer within assigned regional geography. Additionally, it will...

  • Regional Director of Operations

    4 days ago

    Toronto, Ontario, Canada 剥癥牡 Full time

    Cogir Senior Living manages retirement residences across the country. We offer a range of senior living options including independent living, assisted living and memory care.For over 25 years, we have dedicated every day to the happiness of retirees.Human Focus – Creativity - ExcellenceWe're seeking individuals with a purpose and passion for life and who...

  • Regional Director

    3 weeks ago

    Toronto, Canada Xylem Full time

    Join Xylem in the global mission to #LetsSolveWater! As a leading water technology company with 23,000 employees operating in over 150 countries, Xylem is at the forefront of addressing the world's most critical water challenges. We invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable...

  • Scotiamcleod Branch Administrator

    4 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 153368 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...

  • Regional Director in Western Canada

    14 hours ago

    Toronto, Ontario, Canada First General Full time

    First General Canada is looking for an outstanding performer to join our Team as Regional Director in Western Canada. As Regional Director, you will work with our Offices in delivering service excellence and are ultimately responsible for the delivery of outstanding metrics in Western Canada. The Regional Director will be a brand ambassador and protect...

  • Scotiamcleod Branch Supervision Manager

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 148186 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...

  • National Director of Regions

    1 week ago

    Toronto, Ontario, Canada Olymel S.E.C. Full time

    POSITION TITLE: National Director of Regions SHIFT: Day STATUS: Full-time LOCATION : Brampton - Sales Office, Toronto, Ontario, CA 012902 Olymel is a leader in the agri-food industry, recognized for its commitment to innovation, quality and sustainable growth. We firmly believe that our success depends on our ability to attract and retain the best talent....

  • Portfolio Management Director

    21 hours ago

    Toronto, Ontario, Canada Scotiabank Full time

    At Scotiabank, we are seeking an experienced Portfolio Management Director to lead our Managed Portfolio Program.This role will be responsible for championing a customer-focused culture, leading the oversight of ScotiaMcLeod's Managed Portfolio Program, and providing ongoing training to the business line on portfolio management best practices.The ideal...

  • Regional Director of Wellness

    2 weeks ago

    Toronto, Canada Levante Living Full time

    Our mission at Levante Living is to provide a supportive and caring experience for our residents, families, and team members. For us, this is more than a job; it’s a passion. At Levante, we share deep gratitude and excitement for the rewarding work we get to do every day. Together, we create a space at each residence where ongoing enrichment, for both...

  • Regional Director Credit

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Title: Regional Director Credit (Underwriting Execution) - Canadian Commercial BankingRequisition ID: 218769Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe Regional Director leads and oversees the team of Credit experts in their designated Commercial Banking Region ensuring business strategies,...

  • Financial Markets Specialist

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Key AccountabilitiesAs a Senior Investment Consultant at Scotiabank, you will be responsible for the following key accountabilities:• Develop and execute regional business plans to grow fee-based and managed asset AUM.• Establish and develop account relationships within the ScotiaMcLeod sales channel.• Identify new business opportunities to achieve and...

  • Regional Director

    2 weeks ago

    Toronto, Ontario, Canada Southbridge Care Homes Full time

    Home: Southbridge Care Homes Location : Greater Toronto Area Southbridge Care Homes owns and operates several long-term care and retirement homes throughout many urban and rural areas across Ontario. Since 1967, we've been building a foundation of innovation and success for operating long term care homes and retirement communities. We are redeveloping...

  • Regional Marketing Director

    4 days ago

    Toronto, Ontario, Canada Veeam Software Full time

    Job Description:This is a leadership role for a highly experienced marketing professional to lead our regional team in Canada. As the Director of Regional Marketing, you will be responsible for planning and executing the overall integrated marketing plan for the region.Main Responsibilities:Lead a regional team and have individual responsibility for planning...