Regional Manager
5 days ago
About the Role
We are seeking a highly skilled Regional Manager to lead our Investment Specialist team in the Quebec region. As a key member of our Wealth Management team, you will be responsible for driving business development and sales growth in the mass affluent market.
Key Responsibilities
- Lead the execution of business development strategies and initiatives for the assigned market area
- Support the execution of the Investment Specialist Value Proposition and Customer Experience Model
- Proactively lead business development activities, aligning with Global Sales Principles, to achieve and exceed targets
- Conduct quarterly reviews of customer financial plans completed by Investment Specialists, providing feedback and coaching on accuracy and client-centric investment recommendations
- Lead talent & people management initiatives and activities for the assigned market area, including supporting Investment Specialist recruitment and providing leadership and motivation to a team of Investment Specialists
- Develop strong relationships and partnerships with other leaders and Regional Directors across Wealth Management, Scotia iTRADE, and Canadian Banking
- Collaborate with other Scotiabank sales management leaders on business development and Centres of Influence (COIs) relationship building activities
- Manage compliance / regulatory, risk management, operational & finance requirements for the assigned market area
Requirements
- Post-secondary education in Business or related field
- Mutual Fund Licence, Financial Planning Designation (CFP, PFP or IQPF)
- 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 in English and French
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