Strategic Financial Advisor Leader

3 weeks ago


Montreal, Quebec, Canada Scotiabank Full time

We are seeking an experienced Sales Leader to partner with our Canadian Banking regional leadership and Wealth Management team. As the Senior Manager, Financial Advisor, Investment & Retirement, you will oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.


Responsibilities will include coaching and developing the team, increasing financial planning results, supporting recruitment and retention of specialist advisors, and creating practice management strategies to drive business results. You will also be responsible for national project management while adhering to Global Sales Principles, compliance, and regulatory requirements.


This role requires an impactful sales leader who can leverage their influencing and relationship-building skills to drive results. You will be accountable for sales and practice management, including establishing standards and expectations for key activities, delivering coaching and training, and building a high-performance environment.


Key qualifications include post-secondary education in Business or a related field, a Mutual Fund License, and Financial Planning Designation (IQPF). You should have 5+ years of experience in the investment industry, with strong Advice+ knowledge and expert sales management skills. Strong verbal and written communication skills in French and English are also required.


At Scotiabank, we value the unique skills and experiences each individual brings to the Bank. We 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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