ScotiaMcLeod Branch Manager

7 days ago

Old Toronto, Ontario, Canada Scotiabank Full time
About the Role

The ScotiaMcLeod Branch Manager is a key leadership position responsible for driving business growth and development within the Scotia Wealth Management organization. As a seasoned professional with a strong background in wealth management and leadership, you will be responsible for leading a team of advisors and specialists to deliver exceptional client service and holistic wealth solutions to high and ultra-high net worth clients and businesses.

Key Responsibilities
  • Business Development and Growth
    • Develop and execute a comprehensive business plan to drive growth and revenue expansion
    • Identify and pursue new business opportunities and partnerships
    • Lead and motivate the branch team to achieve sales growth and profitability goals
  • Leadership and Team Management
    • Lead and coach the branch team to ensure they have the skills and knowledge to provide a wide array of total wealth management solutions
    • Develop and maintain a strong and positive team environment, driving business development, innovation, and a high degree of engagement
    • Identify and support training and developmental needs of team members
  • Client Service and Relationship Management
    • Develop and maintain a deep understanding of client needs and preferences
    • Build and maintain strong relationships with clients and stakeholders
    • Ensure exceptional client service and satisfaction
  • Compliance and Risk Management
    • Maintain oversight of supervisory functions and Tier 1A compliance requirements
    • Partner with Compliance and National Supervision to execute business priorities/initiatives in compliance with governing regulations, internal policies, and procedures
  • Operational Effectiveness
    • Execute the ScotiaMcLeod recruitment strategy for Wealth Advisors
    • Manage the branch profit plan (e.g., revenue planning, expenditures, etc.)
    • Support client experience issues and the formal complaints process
    Requirements
    • Expertise and Experience
      • 10+ years of experience in wealth management and leadership
      • Exceptional knowledge of the wealth management advisory industry and factors that influence it
      • Well-developed network of relationships with senior stakeholders and advisors
    • Leadership and Management Skills
      • Superior leadership and management skills, with the ability to work closely and collaboratively with other senior Bankers across all Divisions
      • Exceptional ability to develop and implement a strategic plan, with a record of accomplishment of delivering results in a large organization
    • Education and Certifications
      • Post-graduate business degree (e.g., MBA) and a CFA (or equivalent experience) considered an asset
      • Requisite professional courses to be registered, at a minimum, as an Officer/Director (PDO, CSC, Branch Manager, CPH, Options)

  • ScotiaMcLeod Branch Systems Administrator

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    ScotiaMcLeod Branch Systems Administrator - North TorontoRequisition ID: 206210As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...

  • Investment Advisor

    5 days ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Key ResponsibilitiesEnsure clients have a smooth...

  • Investment Advisor

    5 days ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Key ResponsibilitiesEnsure clients have a smooth...

  • ScotiaMcLeod Branch Manager

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleThe ScotiaMcLeod Branch Manager is a key leadership position responsible for driving business growth and delivering exceptional client experiences. As a strategic business leader, you will be accountable for developing and executing branch business plans, leading a high-performing team, and fostering a culture of innovation and excellence.Key...

  • ScotiaMcLeod Branch Manager

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleThe ScotiaMcLeod Branch Manager is a key leadership position responsible for driving business growth and delivering exceptional client experiences. As a strategic business leader, you will be accountable for developing and executing branch business plans, leading a high-performing team, and fostering a culture of innovation and excellence.Key...

  • Scotiabank Branch Manager

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the Role:The ScotiaMcLeod Branch Manager is a key leadership position responsible for driving business growth and delivering exceptional client experiences. As a seasoned professional, you will lead a team of advisors to achieve defined business priorities, focusing on profitable delivery of superior client service and holistic wealth solutions to high...

  • Investment Advisor

    7 days ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Investment Advisor to join our National Branch team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.Our advisors and teams pride themselves on exploring innovative approaches to...

  • Investment Advisor

    7 days ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Investment Advisor to join our National Branch team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.Our advisors and teams pride themselves on exploring innovative approaches to...

  • ScotiaMcLeod Branch Systems Administrator

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a key member of our ScotiaMcLeod team, you will play a vital role in ensuring the smooth operation of our branch systems. Your technical expertise will be essential in providing top-notch support to our staff, ensuring that all workstations, voice communications, and multi-functioning devices are running at optimal levels.Key...

  • ScotiaMcLeod Branch Systems Administrator

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a key member of our ScotiaMcLeod team, you will play a vital role in ensuring the smooth operation of our branch systems. Your technical expertise will be essential in providing top-notch support to our staff, ensuring that all workstations, voice communications, and multi-functioning devices are running at optimal levels.Key...

  • ScotiaMcLeod Investment Associate

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Investment Associate Join ScotiaMcLeod, a cornerstone business within Scotia Wealth Management, where integrity, service excellence, and trusted investment advice have earned us a reputation for delivering exceptional results. As an Investment Associate, you will work closely with a Wealth Advisor to develop and manage their book of business, providing...

  • Investment Advisor

    7 days ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Investment Advisor to join our National Branch team at ScotiaMcLeod. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored investment solutions to meet the unique needs of our clients.Key ResponsibilitiesClient TransitionEnsure a smooth transition of...

  • Investment Advisor

    7 days ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Investment Advisor to join our National Branch team at ScotiaMcLeod. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored investment solutions to meet the unique needs of our clients.Key ResponsibilitiesClient TransitionEnsure a smooth transition of...

  • ScotiaMcLeod Business Growth Strategist

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Our ApproachWe empower our advisors to deliver Enriched Thinking, a...

  • ScotiaMcLeod Business Growth Strategist

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    About ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Our ApproachWe empower our advisors to deliver Enriched Thinking, a...

  • Investment Advisor

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Key ResponsibilitiesEnsure clients have a smooth...

  • Senior Manager of Strategic Projects at ScotiaMcLeod

    4 weeks ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Position: Senior Manager of Strategic ProjectsRequisition ID: 204726As a pivotal segment of Scotia Wealth Management, ScotiaMcLeod has established a legacy of trust through exceptional service and reliable investment guidance. Our advisors and teams take pride in discovering innovative methods to safeguard and enhance their clients' wealth.In your role at...

  • Senior Manager of Strategic Projects at ScotiaMcLeod

    4 weeks ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Position: Senior Manager of Strategic ProjectsRequisition ID: 204726As a pivotal entity within Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams take pride in exploring innovative strategies to safeguard and enhance their clients' assets.At...

  • Senior Manager of Strategic Projects at ScotiaMcLeod

    4 weeks ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Position: Senior Manager of Strategic Projects at ScotiaMcLeodAs a pivotal segment of Scotia Wealth Management, ScotiaMcLeod has established a strong reputation for integrity through exceptional service and reliable investment guidance. Our teams and advisors take pride in discovering innovative strategies to safeguard and enhance their clients' assets.In...

  • ScotiaMcLeod - Senior Vice President, Client Acquisition

    4 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 204477 As a pivotal entity within Scotia Wealth Management, ScotiaMcLeod has established a legacy of integrity grounded in exceptional service and reliable investment guidance. Our advisors and teams take pride in exploring innovative strategies to safeguard and enhance their clients' assets. Joining ScotiaMcLeod means being empowered...