Market Lead, Private Investment Counsel

1 day ago

Old Toronto, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled and experienced Market Lead, Private Investment Counsel to join our team at Scotiabank. As a key member of our leadership team, you will be responsible for leading a team of investment professionals in the Central Ontario Region market and driving revenue growth through strategic business development and client relationship management.

Key Responsibilities
  • Business Development and Sales Management
    • Develop and execute business plans to achieve revenue growth targets
    • Identify and capitalize on new business opportunities
    • Manage and maintain a prospect sales pipeline to generate sustainable and profitable growth
  • Client Relationship Management
    • Develop and maintain strong relationships with high net worth and ultra-high net worth clients
    • Provide wealth advice and solutions that enable client goals
    • Act as the central point of contact for assigned client needs
  • Team Leadership and Management
    • Lead and motivate a team of investment professionals to achieve business objectives
    • Develop and implement training programs to enhance team performance
    • Coach and mentor team members to improve their skills and knowledge
  • Risk Management and Compliance
    • Maintain client portfolios in accordance with established firm strategy
    • Ensure the suitability of wealth strategy and investment recommendations
    • Manage successful and timely resolution of all issues and client concerns
Requirements
  • Education
    • University degree in Business, Economics, Accounting, or Finance
  • Experience
    • Minimum 5 years direct experience in discretionary investment management
    • Expert understanding of investment returns, potential risks, and tax implications
  • Certifications
    • CSC certification
    • Willingness to work towards completion of CIM within 18 months
    • Willingness to work towards achievement of registrant status with provincial securities commission
What We Offer
  • Opportunity to Join a Forward-Thinking Team
    • Work with and learn from diverse industry leaders
    • A rewarding career path with opportunities for professional development
    • An inclusive working environment that encourages creativity, curiosity, and celebrates success

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