Regional Manager, Investment Specialists

2 months ago

Winnipeg, Canada Scotiabank Full time

Requisition ID: 206281

Join the Global Community of Scotiabankers to help customers become better off.

**Regional Manager, Investment Specialists**

Leading a team of Investment Specialists for an assigned market area, the Regional Manager 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 recommendations
- 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 License, 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 communication skills
- Extensive knowledge

  • Regional Environment, Health

    5 months ago

    Winnipeg, Canada Richardson Full time

    At Richardson International, being truly invested is at the heart of everything we do. For over 165 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada's Best Managed Companies with over 3,000 employees across Canada, the U.S., the U.K., and Europe. At...

  • Regional Environment, Health

    5 months ago

    Winnipeg, Canada Richardson International Full time

    At Richardson International, being truly invested is at the heart of everything we do. For over 160 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies. Richardson has approximately 3,000 employees across Canada, the U.S. and the...

  • Regional Environment, Health

    5 months ago

    Winnipeg, Canada Richardson International Full time

    At Richardson International, being truly invested is at the heart of everything we do. For over 165 years, Richardson has been dedicated to Canadian agriculture. Recognized as a global leader in agriculture and food processing, Richardson is one of Canada’s Best Managed Companies with over 3,000 employees across Canada, the U.S., the U.K., and Europe. At...

  • Investment Research Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Job SummaryWe are seeking a highly skilled Investment Research Specialist to join our team at Value Partners Investments. As an Investment Research Specialist, you will be responsible for conducting equity research and analysis to support our investment decisions.Key ResponsibilitiesConduct fundamental equity analysis and valuation to identify investment...

  • Investment Research Analyst

    3 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investment Counsel Inc. Full time

    p>Value Partners Investments is seeking a highly skilled and motivated individual to join our Global Equity team. As a key member of our team, you will be responsible for conducting in-depth research on international businesses, identifying investment opportunities, and developing strategic recommendations for our clients. p>Key Responsibilities: p>Equity...

  • Investment Research Specialist

    3 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Job SummaryWe are seeking a highly skilled Investment Research Specialist to join our team at Value Partners Investments. As an Investment Research Specialist, you will be responsible for conducting equity research and analysis to support our investment decisions.Key ResponsibilitiesConduct equity research and analysis to identify investment opportunities...

  • Investment Research Specialist

    3 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Job SummaryValue Partners Investments is seeking a highly skilled Investment Research Specialist to join our team. As an Investment Research Specialist, you will be responsible for conducting equity research and analysis to support our investment decisions. Your primary focus will be on monitoring current businesses held within our Pools and Mandates,...

  • Regional Sales Manager, Retail Distribution

    5 months ago

    Winnipeg, Canada BMO Financial Group Full time

    201 Portage Ave Winnipeg Manitoba,R3B 3K6 **Territory coverage: Manitoba and Saskatchewan** Under the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery of sales support and initiatives to an assigned region of the retail distribution channel regarding Retail Investments products. The...

  • Investment Research Specialist

    4 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    At Value Partners Investments, we're seeking a talented Investment Research Specialist to join our high-performing Global Equity team. As a key member of our team, you'll play a crucial role in driving our goal of building one of Canada's greatest fund management teams.Key Responsibilities:Conduct in-depth equity research on international businesses for our...

  • Investment Research Specialist

    4 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    At Value Partners Investments, we're seeking a talented Investment Research Specialist to join our high-performing Global Equity team. As a key member of our team, you'll play a crucial role in driving our goal of building one of Canada's greatest fund management teams.Key Responsibilities:Conduct in-depth equity research on international businesses for our...

  • Regional Sales Manager

    4 months ago

    Winnipeg, Canada Adama Full time

    **With our Customers, we Simply. Grow. Together.** Guided by the values of the company, The **Regional Sales Manager** - **Manitoba & South Saskatchewan** will manage a strategically focused team in this instrumental role as ADAMA Canada advances its’ portfolio of solutions-based products and services, maximizing both customer and company value. This role...

  • Investment Specialist

    2 weeks ago

    Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Regional Delivery Specialist

    3 weeks ago

    Winnipeg, Manitoba, Canada beBee Professionals Full time $45,000 - $65,000

    beBee Professionals in Winnipeg is seeking a skilled Regional Delivery Specialist to transport goods efficiently and safely across regional routes. The ideal candidate will ensure timely deliveries, maintain vehicle condition, and adhere to all traffic regulations.Key Responsibilities:Operate a truck to transport goods safely and efficiently.Perform regular...

  • Investment Manager

    4 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Value Partners InvestmentsFounded in 2005, Value Partners Investments is a Winnipeg-based investment firm that manages over $4.7 Billion in assets primarily through nine investment funds and Value Partners Investment Counsel (VPIC), which provides discretionary investment management services.Our Investment ApproachWe take a disciplined and research-driven...

  • Investment Manager

    4 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Value Partners InvestmentsFounded in 2005, Value Partners Investments is a Winnipeg-based investment firm that manages over $4.7 Billion in assets primarily through nine investment funds and Value Partners Investment Counsel (VPIC), which provides discretionary investment management services.Our Investment ApproachWe take a disciplined and research-driven...

  • Utilization Specialist

    4 weeks ago

    Winnipeg, Manitoba, Canada Winnipeg Regional Health Authority Full time

    Job Title: Utilization SpecialistJoin the Winnipeg Regional Health Authority as a Utilization Specialist and contribute to the delivery of high-quality healthcare services.About the RoleThis role is responsible for coordinating patient flow and related resource utilization within the assigned Service Delivery Organization and across services and sites as...

  • Utilization Specialist

    4 weeks ago

    Winnipeg, Manitoba, Canada Winnipeg Regional Health Authority Full time

    Job Title: Utilization SpecialistJoin the Winnipeg Regional Health Authority as a Utilization Specialist and contribute to the delivery of high-quality healthcare services.About the RoleThis role is responsible for coordinating patient flow and related resource utilization within the assigned Service Delivery Organization and across services and sites as...

  • Accounting Professional for Investment Management

    3 weeks ago

    Winnipeg, Manitoba, Canada beBee Professionals Full time

    Job Title: Investment Fund Accounting SpecialistJob Description:We are seeking a highly skilled Investment Fund Accounting Specialist to join our team at beBee Professionals in Winnipeg. The successful candidate will be responsible for the day-to-day accounting and reporting of the company's investment funds, including preparing financial statements,...

  • Utilization Specialist

    4 weeks ago

    Winnipeg, Manitoba, Canada Winnipeg Regional Health Authority Full time

    Job Title: Utilization SpecialistJob Summary:We are seeking a highly skilled Utilization Specialist to join our team at the Winnipeg Regional Health Authority. The successful candidate will be responsible for coordinating patient flow and related resource utilization within the assigned Service Delivery Organization and across services and sites as...

  • Utilization Specialist

    4 weeks ago

    Winnipeg, Manitoba, Canada Winnipeg Regional Health Authority Full time

    Job Title: Utilization SpecialistJob Summary:We are seeking a highly skilled Utilization Specialist to join our team at the Winnipeg Regional Health Authority. The successful candidate will be responsible for coordinating patient flow and related resource utilization within the assigned Service Delivery Organization and across services and sites as...