Regional Manager, MD Wealth

3 weeks ago

Montreal, Quebec, Canada Scotiabank Full time
Job Summary

The Regional Manager is a senior leadership position responsible for supervising and managing a team of advisors to ensure the adoption and effective use of contact and sales planning tools. This role requires a strong understanding of the financial services industry and the ability to lead and drive a customer-focused culture within the team.

Key Responsibilities:

  • Supervise and manage a team of advisors to ensure the adoption and effective use of contact and sales planning tools.
  • Lead and drive a customer-focused culture within the team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Partner with the Regional Head to create, develop, and maintain high-performing sales teams.
  • Implement and adopt new products and sales initiatives to ensure an optimal employee and client experience.
  • Lead reward and recognition activities within the region.

Requirements:

  • Minimum 7 years' experience in the financial services industry in a leadership role.
  • University degree.
  • Pl.Fin designation.
  • Canadian Securities Course (CSC).
  • Conduct and Practices Handbook for Securities Industry Professionals (CPH).
  • Life Licensed Qualification Program (LLQP) Insurance of persons and Group insurance of persons.
  • Branch Manager License.
  • Experience with MS Office applications.

Preferred Qualifications:

  • Knowledge of the healthcare/medical environment.
  • Proven relationship builder with strong networking skills.
  • Demonstrated consultative selling skills with an innate ability to close the deal.
  • Ability to present in front of large groups and facilitate group conversations.
  • Thrives in an ever-changing environment and can effectively multitask to prioritize complex demands of multiple stakeholders.

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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