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Regional Manager, Investment Specialists
2 months ago
We are seeking a highly experienced and skilled Regional Manager, Investment Specialists to lead our investment business development team in a specific market area. As a key member of our Wealth Management team, you will be responsible for executing business development strategies, managing sales teams, and driving revenue growth.
Key Responsibilities- Business Development
- Develop and execute business development strategies to achieve revenue growth targets
- Lead and 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
- Sales Management
- Clearly define roles, responsibilities, and expectations for assigned Investment Specialists
- Work with Investment Specialists to execute against their individual business plans
- Provide insight and guidance to Investment Specialists in support of their business development activities
- Talent Management
- Support Investment Specialist recruitment, ensuring alignment with business strategies
- Provide leadership and motivation to a team of Investment Specialists, through coaching and development
- Provide ongoing feedback and recognition to Investment Specialists
- Collaboration and Relationship Building
- 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
- Compliance and Risk Management
- Effectively manage tier one compliance and regulatory oversight for assigned sales team members and market area
- Monitor adherence to regulatory and internal Bank requirements, including Global Sales Principles
- 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
- Strong verbal and written communication skills
- Extensive knowledge of competitive and proprietary offerings, market trends, economic conditions, and the regulatory environment
As a Regional Manager, Investment Specialists at Scotiabank, you will have the opportunity to work with a diverse and global team, with a strong focus on client satisfaction and revenue growth. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional development and advancement.
