Scotiamcleod Branch Manager

2 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 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.

**BRIEF INTRODUCTION**:
The **ScotiaMcLeod Branch Manager** is responsible for the development and achievement of defined business priorities for the Branch through the profitable delivery of superior client service and wholistic wealth solutions to high and ultra-high net worth clients and businesses.
The incumbent is responsible for leading and coaching the branch team to ensure they have the skills and knowledge to provide a wide array of total wealth management solutions and motivate advisors to exceed sales growth and profitability goals. In addition, a key focus of the incumbent will be focused on branch growth through advisor acquisition.

**WHAT YOU’LL BE DOING**:
In this role you will:
**Develop and execute branch business plans and growth strategy**:

- Serve as the primary leadership contact for the branch
- Broaden and deepen client relationships by bringing together the expertise and resources of Scotia Wealth Management
- Develop and maintain an external Centre’s of Influence network for external business referrals.

**Lead the sales/service management strategy**:

- Lead, coach and motivate advisors to exceed sales growth and profitability goals;
- Develop and maintain a broad knowledge base to ensure all client facing team members have skills necessary to promote the full suite of Wealth products and services

**Oversee compliance management for the Branch**:

- Maintain oversight of supervisory functions and Tier 1A compliance requirements;
- Partner with Compliance and National Supervision to execute business priorities/initiatives in compliance with governing regulations, internal policies and procedures;

**Ensure operational effectiveness for the Branch**:

- Execute the ScotiaMcLeod recruitment strategy for Wealth Advisors
- Manage the branch profit plan (e.g. revenue planning, expenditures, etc.);
- Support client experience issues and the formal complaints process;

**Motivates and develops individual and team performance**:

- Foster and develop a strong, positive team environment, driving business development, innovation and a high degree of engagement;
- Drive the internal communications process by ensuring all employees are aware of key projects, corporate goals and ongoing critical changes affecting clients;
- Identify and support training and developmental needs of team members
- Facilitate a culture of open and honest communication through regular touch bases, team meetings, and encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members.

**DO YOU HAVE THE SKILLS**:
We’d love to work with you if you have:

- Expert knowledge of the wealth management advisory industry and factors that influence it
- Exceptional Wealth Advisory business development and leadership skills having worked successfully for 10+ years within the industry.
- Well-developed network of relationships with senior stakeholders, and advisors
- Superior leadership and management skills and an ability to work closely and collaboratively with other senior Bankers across all Divisions.
- Expert knowledge of and demonstrated success in sales management techniques.
- Demonstrated exceptional ability to develop and implement a strategic plan, with a record of accomplishment of delivering results in a large organization
- Proven change agent with building a business, outstanding general management, interpersonal / team motivation and communication skills.
- Post-graduate business degree (e.g. MBA) and a CFA (or equivalent experience) considered an asset.
- Requisite professional courses to be registered, at a minimum, as an Officer/Director (PDO, CSC, Branch Manager, CPH, Options).
- Additional courses may be required to fulfill the Registered Representation Supervisor designation.

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, i

  • ScotiaMcLeod Branch Manager

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    BRIEF INTRODUCTION: The ScotiaMcLeod Branch Manager is responsible for the development and achievement of defined business priorities for the Branch through the profitable delivery of superior client service and wholistic wealth solutions to high and ultra-high net worth clients and businesses.  The incumbent is responsible for leading and coaching...

  • Scotiamcleod Branch Operations Assistant

    4 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 175992 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 - Wealth Management Internship/co-op

    3 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 193759 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 Investment Associate

    4 weeks ago

    Toronto, Canada Scotiabank Full time

    BRIEF INTRODUCTION  As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.  IS THIS ROLE RIGHT FOR YOU  In the role you will:  Identify new business...

  • ScotiaMcLeod

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    ScotiaMcLeod – Email Surveillance Administrator Internship/Co-Op Fall 2024 (4 Months: September – December) 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...

  • Scotiamcleod Investment Associate

    6 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 146814 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 Administrative Associate

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.  IS THIS ROLE RIGHT FOR YOU In the role you will: Ensure effective client...

  • Scotiamcleod Administrative Associate

    7 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 175872 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 Administrative Associate

    5 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 175872 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 Administrative Associate

    3 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 168814 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...

  • Branch Manager

    4 weeks ago

    Toronto, Canada HSBC Full time

    -Job description Opening up a world of opportunity. We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new...

  • Branch Operations Manager

    4 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Branch Operations Manager

    7 days ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** The RBC Dominion Securities Management team located in Toronto is looking for a Branch Operations Manager to join their team! The Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor teams. In addition to...

  • Branch Manager

    2 days ago

    Toronto, Canada BMO Financial Group Full time

    2083 Danforth Avenue Toronto Ontario,M4C 1K1 Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives....

  • Branch Manager

    7 hours ago

    Toronto, Canada Brinks Full time

    About the job Position Overview Reporting to the Area Director the Branch Manager (BM) is responsible for the overall running of branch operations within company policy. They shall ensure proper operation procedures and safety and security regulations are adhered to, while maximizing profitability and maintaining customer service standards. This will be...

  • Assistant Branch Manager

    7 days ago

    Toronto, Canada Raymond James Financial Full time

    **Assistant Branch Manager** - 2300967 **Job Summary** As an Assistant Branch Manager you will provide ongoing operational support to the Branch Manager. You and the Branch Manager will work together to implement the firms directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations. **Essential Duties and...

  • Branch Manager

    6 days ago

    Toronto, Canada Wajax Full time

    **The Opportunity** Accountable/responsible for managing branch operations to achieve set company targets, to implement and support policies, goals and objectives of Wajax and to ensure branch activities support a safe, efficient and productive atmosphere **The Role** - Responsible for supporting the business of Parts & Service sales to customers - Manage...

  • Branch Manager

    1 day ago

    Toronto, Canada Cooper Equipment Rentals Limited Full time

    Build your Career at Cooper Equipment Rentals We are looking for a Branch Manager to join the team at our Salmon Arm, BC Branch! Why Work with Us? Perks! Competitive salary Company vehicle + fuel card Excellent benefit package with premiums paid by the company RRSP Match Safety-minded organization Stable, year-round employment with overtime...

  • Branch Manager

    23 hours ago

    Toronto, Canada Cooper Equipment Rentals Limited Full time

    Build your Career at Cooper Equipment Rentals We are looking for a Branch Manager to join the team at our Salmon Arm, BC Branch! Why Work with Us? Perks! Competitive salary Company vehicle + fuel card Excellent benefit package with premiums paid by the company RRSP Match Safety-minded organization Stable, year-round employment with overtime...

  • Branch Manager

    24 hours ago

    Toronto, Canada Cooper Equipment Rentals Limited Full time

    Build your Career at Cooper Equipment Rentals We are looking for a Branch Manager to join the team at our Salmon Arm, BC Branch! Why Work with Us? Perks! Competitive salary Company vehicle + fuel card Excellent benefit package with premiums paid by the company RRSP Match Safety-minded organization Stable, year-round employment with overtime...