Senior Investment Consultant

3 weeks ago

Toronto, Ontario, Canada Scotiabank Full time
Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

Contributes to the overall success of the Investment & Advisory Solutions Group ensuring specific individual goals, plans, and initiatives are executed in support of the team's business strategies and objectives. The Senior Investment Consultant has responsibility for growing fee-based and managed asset AUM, establishing, developing, and retaining account relationships within the ScotiaMcLeod sales channel. The primary emphasis is on identifying and developing new business opportunities and expanding sales in order to achieve and exceed new business growth objectives. The secondary objective is to maintain and deepen existing Advisor relationships.

Accountabilities

1. Champions a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
2. Generates sales from new and existing clients and prospects in assigned ScotiaMcLeod branches:

- Assists in developing a regional business plan that will result in increased assets under administration, stronger market share, and improved advisor ROA and regional ROA.
- Conducts regular branch meetings with Advisors and Branch Managers to educate them on the suite of fee-based/managed asset programs.
- Solicits feedback and needs from Advisors and communicates to the Investment Solutions Group.
- Creates and delivers presentations for both Advisors and clients.
- Increases transparency of managed asset and fee-based programs through regular meetings and calls.
- Educates Advisors on the value proposition of the managed asset programs and helps create scale in their book and improve their business models.
- Helps to transition new and existing assets into the managed asset programs.
- Identifies sales patterns - identifies behaviors and program gaps/deficiencies, addresses concerns, and makes suggestions to improve asset growth.
- Communicates the benefits of the managed asset programs that will help Advisors meet their regulatory requirements.
- Assesses relevant data and information to implement regional sales strategies, identify business opportunities, and provide input and assistance in resolving impediments to business growth.

- Acts as the primary field resource in assigned ScotiaMcLeod branches for all Fee-Based and Managed Asset products:

- Helps create presentations to clients/prospects/foundations/charitable organizations.
- Responds to a variety of questions ranging in complexity to assist Advisors.
- Provides guidance and recommendations on portfolio construction of client portfolios.
- Works with Advisors on establishing pricing and avoiding unprofitable pricing practices.
- Has a dedicated follow-up process in place for program-related questions, client concerns, proposals, and pricing.
- Coaches, trains, and motivates Advisors (e.g., presentations, workshops, and seminars) to increase confidence and awareness of existing and new Investment Products.
- Aids in planning annual due diligence trips and planning days for Advisors who visit Toronto.

- Contributes to the overall success of Investment Solutions and other key areas:

- Establishes relationships with key partners such as the Client Solutions group, Wealth Management Consultants, Northern Trust Asset Management and external managers, 1832 Asset Management L.P., Jarislowsky, Fraser Limited, and GPAG.
- Works cooperatively with the Operations and Marketing teams and other key stakeholders within Scotia Wealth Management.
- Keeps abreast of trends and new ideas within the managed assets and fee-based industry as well as the regulatory environment.
- Participates in program initiatives and key projects.

- Understands how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.
- Champions a high-performance environment and contributes to an inclusive work environment.

Education / Experience / Other Information

- Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences.
- Superior ability to establish, build, and maintain strong relationships.
- Creative thinker with the ability to exercise sound judgment in responding to questions and making decisions.
- Excellent knowledge of ScotiaMcLeod products and services and distribution channels.
- Thorough knowledge of the securities industry and the stock and bond markets.
- Over 10 years of financial services experience is required.
- Strong level knowledge of ScotiaMcLeod fee-based programs and the Advisor channel is preferred.
- Previous sales-related experience preferred.
- CSC or financial industry-related designations (CIM, CFA, CIMA).
- University degree is required.
- Strong knowledge of Microsoft Office (PowerPoint, Word, Excel) is required.
- Knowledge of Power BI is an asset.

Working Conditions

Work in a standard office-based environment; non-standard hours are a common occurrence. Business travel is a requirement.

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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

#J-18808-Ljbffr

  • Senior Investment Consultant

    6 days ago

    Toronto, Ontario, Canada MDA Edge Full time

    Senior Investment Consultant (Institutional Investment Manager – Investment Consulting)We are seeking an experienced Institutional Investment Manager to join our Investment Consulting Team and play a key role in the growth and development of our investment consulting practice in Canada.Responsibilities:The successful candidate will be responsible for...

  • Senior Investment Consultant

    6 days ago

    Toronto, Ontario, Canada MDA Edge Full time

    We are seeking an experienced Institutional Investment Manager to join our Investment Consulting Team and play a key role in the growth and development of our investment consulting practice in Canada.ResponsibilitiesThe successful candidate will be responsible for providing investment advisory solutions and services to a diverse client base,...

  • Senior Investment Administrator

    4 days ago

    Toronto, Ontario, Canada Milestone Investment Counsel Inc Full time

    We are seeking an experienced Senior Operations Administrator with a clear path to managing the operations team.This role is ideal for a highly organized and detail-oriented professional with experience in the investment industry, strong technological proficiency, and the ability to work with portfolio management systems and CRMs.

  • Senior Investment Consultant

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 219577Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Investment & Advisory Solutions Group ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. The...

  • Senior Investment Consultant

    3 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 219577Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Investment & Advisory Solutions Group ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. The...

  • Senior Investment Consultant

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Investment & Advisory Solutions Group ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. The Senior Investment...

  • Senior Investment Consultant

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Investment & Advisory Solutions Group ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. The Senior Investment...

  • Senior Consultant

    7 days ago

    Toronto, Ontario, Canada Corps Team Full time

    Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Consultant for a direct hire role. Offices are in Toronto, Ontario.The OpportunityThe successful candidate will lead a dedicated consulting practice group that provides portfolio management and financial consulting services to affluent...

  • Senior Consultant

    2 days ago

    Toronto, Ontario, Canada Corps Team Full time

    Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Consultant for a direct hire role. Offices are in Toronto, Ontario.The OpportunityThe successful candidate will lead a dedicated consulting practice group that provides portfolio management and financial consulting services to affluent...

  • Senior Consultant

    4 weeks ago

    Toronto, Ontario, Canada Corps Team Full time

    Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Consultant for a direct hire role. Offices are in Toronto, Ontario.The OpportunityThe successful candidate will lead a dedicated consulting practice group that provides portfolio management and financial consulting services to affluent...

  • Senior Consultant

    4 weeks ago

    Toronto, Ontario, Canada Corps Team Full time

    Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Consultant for a direct hire role. Offices are in Toronto, Ontario.The OpportunityThe successful candidate will lead a dedicated consulting practice group that provides portfolio management and financial consulting services to affluent...

  • Senior Consultant

    2 weeks ago

    Toronto, Ontario, Canada Corps Team Full time

    Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Consultant for a direct hire role. Offices are in Toronto, Ontario. The Opportunity The successful candidate will lead a dedicated consulting practice group that provides portfolio management and financial consulting services to affluent...

  • Senior Consultant

    2 weeks ago

    Toronto, Ontario, Canada Corps Team Full time

    Our client, a leading wealth management, planning and advisory firm for ultra-affluent families, is seeking a Senior Consultant for a direct hire role. Offices are in Toronto, Ontario. The Opportunity The successful candidate will lead a dedicated consulting practice group that provides portfolio management and financial consulting services to affluent...

  • Senior Manager of Credit Investment

    5 days ago

    Toronto, Ontario, Canada Canada Pension Plan Investment Board Full time

    Required Skills and QualificationsTo be successful in this role, you will need to possess the following skills and qualifications:A minimum of 10 years of related work experience in finance, consulting, credit, private equity, or accounting firms.Knowledge and experience in investment operations, financial systems, and data management.Proven experience in...

  • Investment Consulting Analyst

    4 hours ago

    Toronto, Ontario, Canada WTW Full time

    As an investment consulting analyst, you will work with our Canadian Investment practice to provide support on a range of investment services to Defined Benefit and Defined Contribution plans and other institutional entities. Support will be required on a range of investment-related matters, including performance measurement and evaluation, investment...

  • Senior Consultant

    3 weeks ago

    Toronto, Ontario, Canada Prime Quadrant Full time

    Prime Quadrant serves over 240 affluent families, with approximately $22 billion in Assets under Consultation. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. The successful candidate will lead a dedicated consulting practice group that provides portfolio management...

  • Investment Researcher

    5 days ago

    Toronto, Ontario, Canada Canada Pension Plan Investment Board Full time

    Asset Allocation ExpertAs an Asset Allocation Expert, you will be responsible for maximizing alpha generation by managing asset allocation across a broad credit investment mandate. You will leverage global credit market insights to inform asset allocation decisions and collaborate with senior team members to develop and maintain cutting-edge investment...

  • Senior Consultant

    3 weeks ago

    Toronto, Ontario, Canada Prime Quadrant Full time

    Prime Quadrant serves over 240 affluent families, with approximately $22 billion in Assets under Consultation. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious, and Humble. We love the...

  • Investment Operations Professional

    2 days ago

    Toronto, Ontario, Canada Milestone Investment Counsel Inc Full time

    Milestone Investment Counsel Inc is a boutique investment counselling firm located in downtown Toronto. We are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals.The Senior Operations Administrator position is an exciting opportunity for a highly organized and detail-oriented professional...

  • Associate Partner-Investment Consulting

    1 week ago

    Toronto, Ontario, Canada Aon Full time

    Are you an investment advisory leader who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you - we present you the role of Associate Partner, Investment Consulting at AonThis is a hybrid role with the flexibility to work both virtually and from our Toronto...