Market Lead, Scotiatrust
3 weeks ago
Requisition ID: 211001
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Is this role right for you?**
As the **Market Lead**, you lead the overall success of Scotiatrust / Canadian Wealth Management Estate Administration Team by ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. You ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.
**In this role, you will**:
- Lead a client focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Act as leader for Branch/Region, responsible for the achievement of defined revenue production goals and management of P&L.
- Lead a team of relationship managers responsible for the development of new business, maintenance of existing books and client service, and administration of accounts, all in the estates and trust business.
- Be responsible for identification, management, retention of high net worth/ultra-high net worth prospects in specific markets. Responsible for developing client acquisition strategies, maintaining a prospect sales pipeline in order to generate sustainable and profitable growth.
- The role is focused on the development and cultivates the growth of new and existing client and partner relationships, Centres of Influence, as well as business development through our Retail Wealth Management Consultants and Scotia Wealth Management and commercial banking partners.
- Be responsible for coaching, mentoring and managing the performance of trust and estate professionals to facilitate the delivery of profitable high quality wealth management services to meet client needs.
- Responsible for the assigned branches’ revenue/plan goals, is the branch lead on Key Performance Indicators.
- Lead a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communication vison/value/business strategy and managing succession and development planning for the team. Acts as the lead change agent especially related to new procedures and business development.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Limit corporate risk exposure by ensuring that account administration is carried out in compliance with defined policies and procedures and audit standards, including escalation of issues to the Discretionary Powers Council as appropriate.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
**Do you have the skills and requirements that will enable you to succeed in this role? - We’d love to work with you if have**:
- Post-Secondary Degree/Diploma (preferred)
- Proven sales and leadership success
- Estate and Trust knowledge
- Specific regulatory or compliance knowledge
Location(s): Canada : Ontario : Hamilton || Canada : Ontario : Barrie
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.
-
Regional Director, Scotiatrust
7 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 192252 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Director Scotiatrust is responsible for the development and achievement of the region’s overall growth strategy, profit plan, and sales goals through the profitable delivery of superior client service and high-quality...
-
Regional Director, Scotiatrust
7 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 192252 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The **Regional Director, Scotiatrust** is responsible for the development and achievement of the region’s overall growth strategy, profit plan, and sales goals through the profitable delivery of superior client service and...
-
Channel Support Analyst, Scotiatrust
7 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 193647 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The **Regulatory Analyst, Scotiatrust,** contributes to the overall success of Scotiatrust and MD Private Trust in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...
-
Manager, Scotiatrust Learning
3 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 209094 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you?** As the Manager, Scotiatrust Learning & Talent Development, you contribute to the development and management of the Scotiatrust learning and talent management program. You will support the...
-
Associate Tax Officer, Scotiatrust
2 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 210944 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate Tax Officer / Scotiatrust / Canadian Wealth Management - CONTRACT ROLE** **Is this role right for you?** As the **Associate Tax Officer,** you contribute to the overall success of a Scotiatrust Taxation Services unit...
-
Associate Tax Officer, Scotiatrust, Wealth
2 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 205933 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate Tax Officer / Scotiatrust / Canadian Wealth Management** **Is this role right for you?** As the **Associate Tax Officer,** you contribute to the overall success of a Scotiatrust Taxation Services unit in Canada...
-
Market Management Lead
1 month ago
Old Toronto, Canada Scotiabank Full timeTitle: Market Lead, Scotiatrust - Hamilton/BarrieRequisition ID: 211001Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Is this role right for you?As the Market Lead, you lead the overall success of Scotiatrust / Canadian Wealth Management Estate Administration Team by ensuring specific individual goals,...
-
Tax Officer, Scotiatrust, Wealth Management
3 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 205555 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Tax Officer / Scotiatrust / Canadian Wealth Management - CONTRACT role, 12 month to start** **Is this role right for you?** As the **Tax Officer,** you contribute to the overall success of a Scotiatrust Taxation Services unit in...
-
Tax Administrator, Scotiatrust, Wealth Management
2 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 209235 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** As the** Tax Administrator,** you contribute to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...
-
Fee Officer
7 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 198972 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Fee Officer is responsible for delivering a high level of service to Scotiatrust and Scotia Asset Management L.P. (SAM). The incumbent is responsible for supporting internal clients through frequent contact and the efficient...
-
Fee Officer, Wealth Management Operations
4 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 174639 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a member of Scotia Wealth Management Operations’ centralized Managed Account Operations - Fee Processing, the position is responsible for delivering a high level of service to Scotiatrust and Scotia Asset Management L.P. (SAM)....
-
Estate and Trust Consultant
4 days ago
Toronto, Canada Scotiabank Full time**Requisition ID**: 152353 **Cost Centre**: SCOTIATRUST - TORONTO E & T BRANCH **Employee Referral Program - Potential Reward**: $2,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. Purpose Key Job Accountabilities 1. Deliver Scotiatrust’s estate planning services and other estate and trust...
-
Estate and Trust Consultant
7 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 191633 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team; providing clients with a premium wealth will work to deepen and strengthen client relationships by providing clients with customized,...
-
Estate and Trust Consultant
2 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 152353 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Key Job Accountabilities 1. Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by: - Partnering with Scotiabank & Scotia Wealth...
-
Assistant Manager, Account Maintenance
1 week ago
Toronto, Canada Scotiabank Full timeRequisition ID: 143377 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Global Wealth management Operations - Account Maintenance - Financial** This role is hybrid and requires working from our Toronto downtown office 2-3 days per week. **Purpose of Job** The position is accountable for the various...
-
Manager, Branch Oversight and Client Service
6 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 193627 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Manager, Branch Oversight and Client Service, you will contribute to the overall success of Scotiatrust/ MD Private Trust/ Canadian Wealth ensuring specific individual goals, plans, initiatives are executed / delivered in...
-
Estate Administration Team Lead
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeJob OverviewWe are seeking an experienced Estate Administration Team Lead to join our team in Canada.About the RoleThe successful candidate will lead the overall success of Scotiatrust / Canadian Wealth Management Estate Administration Team by ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business...
-
Manager, Tax Reporting
7 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 156233 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Why work for Scotiabank?** Scotiabank is among the largest banks in the world and the most international bank in Canada. We are powered by our 97,000 high-performing teammates who make a real difference across the globe as a...
-
Estate & Trust Consultant - Contract
2 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 210338 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Estate & Trust Consultant - CONTRACT ROLE** As a **Scotiatrust Estate & Trust Consultant**, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative...
-
Market Data Administrator
9 months ago
Toronto, Canada S4 Market Data Full timeSummary: **Responsibilities**: - Handle day-to-day administrative inquiries from internal business units and our lead analysts, including but not limited to; entitlement requests, moves/adds/changes requests, inventory management, procurement/legal approval, expense allocation, and invoices reconciliation. - Keep an updated inventory of contracts, services,...