Regional Manager, Commercial

1 month ago

Calgary, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Regional Manager, Commercial to join our Canadian Commercial Banking team in Calgary, Alberta. As a key member of our team, you will be responsible for contributing to the overall success of our Canadian Wealth Management Partnerships and Canadian Commercial Banking team.

Key Responsibilities
  • Contribute to the execution of specific individual goals, plans, and initiatives in support of the team's business strategies and objectives.
  • Ensure all activities conducted are in compliance with governing regulations, internal policies, and procedures.
  • Provide support for referrals between Canadian Commercial Banking and Canadian Wealth Management.
  • Actively pursue wealth management opportunities among existing clients in Canadian Commercial Banking.
  • Target high net worth and ultra-high net worth client segments and understand the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Philanthropic Services, Financial Planning, Insurance, and MD Financial.
  • Actively pursue commercial banking opportunities among existing clients in Canadian Wealth Management.
  • Target beneficial owners and directors of business entities and understand the breadth of CBB offerings across Mid-Market Distribution, National Accounts, Real Estate Banking, Roynat, Agricultural Banking, and Automotive Finance.
  • Build and maintain an extensive network of relationships in an assigned territory to educate partners and attract referrals to SWM and CBB.
  • Work closely with Relationship Managers, Group Leads, District Managers, Wealth Advisors, Private Bankers, and other partners across the bank to jointly review client lists and identify prospective SWM & CBB clients.
  • Jointly organize and deliver SWM client seminars and presentations with representation from SWM partners in Private Investment Counsel, ScotiaMcLeod, Private Banking, Scotiatrust, JF, and MD Financial.
  • Jointly organize and deliver Commercial Banking client seminars and presentations with representation from partners in REB, NAC, Roynat, Distribution, and PCM.
  • Understand client needs and ensure an exceptional client experience through fast and effective teaming to facilitate a seamless transition of the client's relationship from the Commercial Bank to the appropriate Relationship Manager in SWM.
  • Understand client needs and ensure an exceptional client experience through fast and effective teaming to facilitate a seamless transition of the client's relationship from Wealth Management to the appropriate Relationship Manager in Commercial Banking.
Requirements
  • Superior relationship building skills.
  • Sales-driven mindset and ability to coach peers, pursue, and refer new business opportunities.
  • Strong presentation skills, including the use of technology, and ability to think and respond quickly.
  • An in-depth understanding of affluent client financial service needs from wealth accumulation through preservation.
  • An in-depth understanding of business entity financial service needs from day-to-day banking through borrowing and cash management.
  • An ability to build and sell the 'Total Wealth Evolved' value proposition and Total Wealth Solutions.
  • A good knowledge and understanding of multi-need financial planning.
  • Knowledge of Personal Trust services such as Wills, Estate Planning, Executor, and Trustee Services, Trusts, and Agency Services, including Off-Shore Trusts.
  • Knowledge of full-service banking solutions for lending, private equity, construction financing, deposits, day-to-day operational, and cash flow, primary producer, and agri-business operations.
  • Strong knowledge and understanding of investment and credit products and services.
  • A proven track record in providing client-centric solutions to businesses and an affluent client base, both internal and external.
About Scotiabank

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.

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.

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