Regional Manager, Investment Specialist
6 months ago
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
-
Regional Manager
2 months 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...
-
Administrative Support Specialist
4 weeks ago
Abbotsford, British Columbia, Canada Canadian Topline Investment Full timeAbout Canadian Topline InvestmentWe are a dynamic investment firm seeking an Administrative Support Specialist to join our team. In this role, you will play a vital part in ensuring the smooth operation of our office.The ideal candidate will possess excellent communication skills, be highly organized, and have the ability to multitask effectively.Job...
-
Regional Delivery Specialist
2 months ago
Abbotsford, British Columbia, Canada beBee Professionals Full time $45,000 - $65,000As 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...
-
Senior Investment Manager
4 weeks ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeUnlock Your Potential as a Senior Investment ManagerRoyal Bank of Canada is seeking an experienced and results-driven Senior Investment Manager to join our dynamic team. This role presents an exceptional opportunity for individuals who thrive in fast-paced environments and are passionate about delivering exceptional client experiences.About the RoleThe ideal...
-
Abbotsford, British Columbia, Canada Fraser Health Full timeOur Vision and MissionFocused on delivering exceptional care, Fraser Health seeks a talented pediatric specialist to join our dynamic team at Abbotsford Regional Hospital. As a leading healthcare provider in British Columbia, we prioritize patient-centered care and innovative treatment approaches.About the RoleWe are currently recruiting two to three...
-
Regional Operations Manager
2 months 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...
-
Abbotsford, British Columbia, Canada Abbotsford Regional Hospital and Community Full timeJob Title: Geriatric Medicine SpecialistAbbotsford Regional Hospital and CommunityAbout the Role:In this part-time permanent position, you will join our team of geriatricians at Abbotsford Regional Hospital and contribute to the expansion of our specialized seniors clinic. You will provide consultative inpatient services and ambulatory practice, with no...
-
Abbotsford, British Columbia, Canada JAGGED EDGE ENTERPRISES LTD Full timeJob OverviewJAGGED EDGE ENTERPRISES LTD is seeking a highly skilled Long Haul Truck Driver to join our team as a Regional Route Specialist.
-
Regional General Manager
6 months ago
Abbotsford, Canada PPG Industries Full timeAs 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...
-
Senior Resource Management Specialist
4 weeks ago
Abbotsford, British Columbia, Canada Tajpur Investments Ltd. Full timeCompany Overview: We are Tajpur Investments Ltd., a leading organization seeking an experienced professional to manage our resources, departments, and teams effectively.Estimated Salary: $120,000 - $180,000 per annum, depending on qualifications and experience.Job Description: As an Operations Manager at Tajpur Investments Ltd., you will be responsible for...
-
Long Haul Truck Driver
4 weeks ago
Abbotsford, British Columbia, Canada SKY BLUE TRANSPORT LTD. Full timeCompany Overview:Sky Blue Transport Ltd. is a leading logistics company dedicated to providing reliable and efficient transportation services across North America.Job Title: Long Haul Truck Driver - Regional Route SpecialistSalary: $80,000 per year, based on industry standards and experience levels.Job Description:We are seeking an experienced Long Haul...
-
Senior Retail Operations Manager
4 weeks ago
Abbotsford, British Columbia, Canada Regional Recycling Abbotsford Full timeJob DescriptionWe are seeking a highly motivated and experienced Senior Retail Operations Manager to join our team at Regional Recycling Abbotsford.About the RoleThe successful candidate will be responsible for managing staff, assigning duties, and overseeing daily operations. This includes studying market research and trends to determine consumer demand,...
-
Bottle Sorter/greeter
3 months ago
Abbotsford, Canada Regional Recycling Full time**ABOUT THE OPPORTUNITY..** Regional Recycling has an exciting opportunity for people who are looking to work outdoors and enjoy the sun while helping customers! You will be working as a Greeter/Bottle Sorter for the Abbotsford depot. As a Greeter, you will be responsible for assisting customers and educating customers on the stewardship programs offered...
-
Regional Inventory Controller
5 days ago
Abbotsford, Canada Douglas Lake Equipment Full timeDouglas Lake Equipment/Avenue Machinery Corp. (DLEAMC) is a distinguished dealership specializing in farm and construction equipment, representing reputable brands such as Kubota, Fendt, Massey Ferguson, New Holland, and Kobelco products. The Regional Inventory Controller is responsible for overseeing and optimizing whole goods inventory within their...
-
Long Haul Truck Driver
4 weeks ago
Abbotsford, British Columbia, Canada Royal Punjab Transport Ltd. Full timeJob DescriptionWe are seeking a highly skilled Long Haul Truck Driver to join our team at Royal Punjab Transport Ltd. as a Regional Operations Specialist.ResponsibilitiesDrive as part of a two-person team or convoy, transporting goods and materials across various locations within the region.Operate and drive straight or articulated trucks, ensuring safe and...
-
Retail Operations Manager
3 weeks ago
Abbotsford, British Columbia, Canada Regional Recycling Abbotsford Full timeAbout Our CompanyRegional Recycling Abbotsford is a leading recycling company dedicated to providing eco-friendly solutions to our community.We are seeking an experienced Retail Operations Manager to join our team and help us achieve our goals.
-
Investment Advisor
1 month ago
Abbotsford, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...
-
Regional District Manager
2 months ago
Abbotsford, Canada Canstar Restorations LP Full time**Company Overview** Canstar is a Canadian restoration company, owned and operated since we opened in 1985. We have branches in BC and in AB. Canstar focuses on helping people after experiencing a fire, flood or other structural trauma to their home/business. We love taking part in community events and are pleased to help our furry friends by sponsoring...
-
Pharmacist Regional Relief Specialist
2 weeks ago
Abbotsford, British Columbia, Canada Safeway Full timeAbout UsSafeway is a leading retailer of food and pharmacy services in Canada, with over 1,600 stores across the country. We are committed to delivering exceptional customer service and providing a wide range of products to meet the needs of our customers.Job SummaryWe are seeking a skilled and experienced pharmacist to join our team as a Regional Relief...
-
Bottle Sorters
2 months ago
Abbotsford, Canada Regional Recycling Full time**ABOUT THE OPPORTUNITY..** Regional Recycling is looking for Full-Time Permanent Bottle Sorters for the evening shift ending at 8 p.m., seven days a week. You will work for a company that prioritizes providing a safe environment and quality experience for customers and employees. We pride ourselves in our inclusive organizational culture, good employee...