Regional Manager, Investment Specialist

5 months ago

Abbotsford, Canada Scotiabank Full time

Requisition ID: 187487

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

**Regional Director, Investment Specialists**

Leading a team of Investment Specialists for an assigned market area, the Regional Director will have direct responsibility for execution of investment business development opportunities within the mass affluent market with a primary focus on new client acquisition through a customer-focused culture and comprehensive financial planning framework, while adhering to Global Sales Principles, compliance and regulatory requirements.

The Regional Director will be specifically responsible for all elements of sales management, including:

- Leading the execution of business development strategies;
- Delivery of coaching, training and recognition;
- Performance management; and
- Investment Specialist recruitment.

**Key Accountabilities**

The Regional Director, Investment Specialists will be responsible for the following:
**Leading the execution of sales management strategies and initiatives for the assigned market area by**:

- Leading and supporting the execution of the Investment Specialist Value Proposition and Customer Experience Model
- Proactively leading business development activities, aligning with Global Sales Principles, to achieve and exceed targets, leveraging expertise of the local market, financial conditions, and advisor incumbents
- Clearly defining roles, responsibilities and expectations, while communicating market area business plans to assigned Investment Specialists
- Working with Investment Specialists to execute against their individual business plans; providing insight and guidance to Investment Specialists in support of their business development activities
- Conducting a quarterly review of customer financial plans completed by Investment Specialists; providing feedback and coaching on accuracy and client-centric investment recommendation

**Leading talent & people management initiatives and activities for the assigned market area by**:

- Supporting Investment Specialist recruitment, ensuring alignment with business strategies and elements unique to the market area
- Providing leadership and motivation to a team of Investment Specialists, through coaching and development, with a focus on retention and management of high quality talent
- Providing ongoing feedback and recognition; recognizing advice-driven performance and managing non-performance

**Leading collaboration & relationship building initiatives across the assigned market area by**:

- Developing strong relationships and partnerships with the other leaders and Regional Directors across Wealth Management, Scotia iTRADE and Canadian Banking, and encouraging the same relationships for the Investment Specialists
- Collaborating with other Scotiabank sales management leaders in Canadian Banking and Wealth Management on business development and Centres of Influence (COIs) relationship building activities
- Identifying, establishing and sustaining mutually beneficial relationships with key business contacts and Centres of Influence
- Developing a visible community profile for the Investment Specialist business development channel in assigned market area communities
- Representing Scotiabank at various industry and regulatory functions

**Managing compliance / regulatory, risk management, operational & finance requirements for the assigned market area by**:

- Effectively managing tier one compliance and regulatory oversight for the assigned sales team members and market area
- Monitoring adherence to regulatory and internal Bank requirements, including Global Sales Principles; ensuring compliance, risk management and regulatory rules, guidelines, policies and standards are followed consistently
- Ensuring client complaints, claims, legal actions and regulatory reviews, examinations and investigations are handled effectively, and corrective actions are implemented in a timely manner
- Monitoring the quality of business development activities, prospects, and portfolio growth
- Managing the budget planning for the assigned market area to support business development strategies and tactics

**Desired Skills & Experience**
- Post-secondary education in Business or related field
- Mutual Fund Licence, Financial Planning Designation (PFP or CFP) and/or completion of Branch Manager Course
- 5+ years of experience in the investment industry, with a strong preference for wealth management and/or brokerage experience
- Expert sales management skills and advanced knowledge of sales techniques and prospecting
- Proven networking, client acquisition and interpersonal skills, with the ability to influence and motivate others
- Ability to cultivate and maintain strong relationships with both internal and external partners
- Ability to establish and maintain a client-focused sales culture, through expert knowledge of client experience drivers
- Strong verbal and written communi

  • Investment Specialist Associate

    5 months ago

    Abbotsford, Canada Scotiabank Full time

    Requisition ID: 157152 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Office Support Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Canadian Topline Investment Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Support Specialist to join our team at Canadian Topline Investment. As an Office Support Specialist, you will be responsible for providing administrative support to our team members, ensuring the smooth operation of our office.Key ResponsibilitiesCoordinate the flow of information within...

  • Regional Manager

    1 month ago

    Abbotsford, Canada Planet Fitness Full time

    **Responsibilities and Duties** - Proven track record of achieving business results. - Analyze and manage financial results to ensure maximum profits while balancing member and team satisfaction. - Monitor progress towards region goals and assign employees to meet those objectives. - Ensure, on a daily basis, clubs are open and staffed appropriately, clubs...

  • Office Support Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada Canadian Topline Investment Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Support Specialist to join our team at Canadian Topline Investment. As an Office Support Specialist, you will play a key role in ensuring the smooth operation of our office by providing administrative support to our team members.Key ResponsibilitiesCoordinate the flow of information...

  • Office Support Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada Canadian Topline Investment Full time

    At Canadian Topline Investment, we are seeking an Office Support Specialist to join our team. As an Office Support Specialist, you will be responsible for coordinating the flow of information within the team, opening and distributing mail and other materials, and recording and preparing minutes of meetings, seminars, and conferences.The ideal candidate will...

  • Office Support Specialist

    2 weeks ago

    Abbotsford, British Columbia, Canada Canadian Topline Investment Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Support Specialist to join our team at Canadian Topline Investment. The successful candidate will be responsible for coordinating the flow of information within the team, managing office supplies, and maintaining inventory.Key ResponsibilitiesCoordinate the flow of information within the...

  • Office Support Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Canadian Topline Investment Full time

    At Canadian Topline Investment, we are seeking an Office Support Specialist to join our team. As an Office Support Specialist, you will be responsible for coordinating the flow of information within the team, opening and distributing mail and other materials, and recording and preparing minutes of meetings, seminars, and conferences.Key...

  • Regional Delivery Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada beBee Professionals Full time $45,000 - $65,000

    As a Regional Delivery Specialist with beBee Professionals, you will be responsible for transporting goods across regional routes while ensuring timely deliveries and maintaining vehicle condition.Responsibilities:Transport goods to and from specified locations using a truck.Perform regular vehicle inspections and report any maintenance needs.Ensure cargo is...

  • Office Support Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Canadian Topline Investment Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Support Specialist to join our team at Canadian Topline Investment. The successful candidate will be responsible for coordinating the flow of information within the team, opening and distributing mail, and recording minutes of meetings.Key Responsibilities- Coordinate the flow of...

  • Regional Manager

    3 weeks ago

    Abbotsford, British Columbia, Canada Planet Fitness Full time

    Job Title: Regional ManagerPlanet Fitness is seeking a highly experienced and results-driven Regional Manager to lead our team in driving sales and profit growth across a group of locations. As a key member of our leadership team, you will be responsible for developing and executing strategies to achieve business objectives, while fostering a culture of...

  • Investment Advisor

    3 weeks ago

    Abbotsford, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Planning Specialist at RBC Dominion Securities, you will help your clients achieve their financial goals by providing expert advice and guidance. You will work closely with clients to understand their financial situations, create personalized financial plans, and implement...

  • Office Support Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Canadian Topline Investment Full time

    Job Title: Office Administrative AssistantWe are seeking a highly organized and detail-oriented Office Administrative Assistant to join our team at Canadian Topline Investment. The successful candidate will provide administrative support to our office operations, ensuring the smooth flow of information and tasks.Key Responsibilities:Coordinate the flow of...

  • Regional Operations Manager

    1 month ago

    Abbotsford, Canada Foodtastic Full time

    **About the Company** Founded in 2016, Foodtastic is already one of the largest restaurant companies in Canada. We have increased system sales in the last five years from less than $50mm to over $1B. Our current portfolio of 27 brands includes Milestones Grill & Bar, Second Cup Café, Pita Pit, Quesada, La Belle et La Boeuf, and Rôtisseries...

  • Regional District Manager

    4 weeks ago

    Abbotsford, British Columbia, Canada Canstar Restorations LP Full time

    Regional District Manager Job DescriptionCanstar Restorations LP is seeking a highly skilled Regional District Manager to oversee Project Management teams at one or more locations within a specific region. This role is responsible for ensuring the successful execution of projects, maintaining client relationships, and driving business growth.Key...

  • Regional District Manager

    4 weeks ago

    Abbotsford, British Columbia, Canada Canstar Restorations LP Full time

    Regional District Manager Job DescriptionCanstar Restorations LP is seeking a highly skilled Regional District Manager to oversee Project Management teams at one or more locations within a specific region. This role is responsible for ensuring the successful execution of projects, maintaining client relationships, and driving business growth.Key...

  • Regional District Manager

    4 weeks ago

    Abbotsford, British Columbia, Canada Canstar Restorations Full time

    Regional District Manager Job DescriptionAt Canstar Restorations, we're committed to delivering exceptional service and quality work to our customers. As a Regional District Manager, you'll play a critical role in overseeing project management teams and ensuring the smooth operation of our business.Key Responsibilities:Support new and existing clients...

  • Regional District Manager

    4 weeks ago

    Abbotsford, British Columbia, Canada Canstar Restorations Full time

    Regional District Manager Job DescriptionAt Canstar Restorations, we're committed to delivering exceptional service and quality work to our customers. As a Regional District Manager, you'll play a critical role in overseeing project management teams and ensuring the smooth operation of our business.Key Responsibilities:Support new and existing clients...

  • Office Support Specialist

    3 weeks ago

    Abbotsford, British Columbia, Canada Canadian Topline Investment Full time

    We are seeking an experienced Office Administrative Assistant to join our team at Canadian Topline Investment. The ideal candidate will have a strong background in administration and be able to provide exceptional support to our team.Key ResponsibilitiesCoordinate the flow of information within the teamManage and distribute mail and other materialsRecord and...

  • Regional General Manager

    5 months ago

    Abbotsford, Canada PPG Industries Full time

    As a PPG Dulux **Regional General Manager,** you will manage the overall financial and operational results within your Region across our three major channels of distribution - our Dulux Stores (corporate stores), Independent Dealers (including National Accounts) and the Home Centers (Rona & Home Depot). You will have total responsibility for both Retail and...

  • Regional Training Specialist

    4 weeks ago

    Abbotsford, British Columbia, Canada Paladin Airport Security Services Full time

    Job Title: Regional Training RepresentativePaladin Airport Security Services Ltd. is seeking a highly skilled and experienced Regional Training Representative to join our team. As a key member of our training team, you will be responsible for delivering high-quality training programs to our Screening Officers, ensuring they have the necessary skills and...