Strategic Financial Services Manager

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time
Senior Manager, Financial Advisors, Investment & Retirement

Requisition ID: 209598

Key Responsibilities:

  • Strategically partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.
  • Coach the team of FAIRs, increase financial planning results, support recruitment and retention of specialist advisors, create practice management strategies to deliver on business results for the FAIR team, and support national project management while adhering to Global Sales Principles, compliance and regulatory requirements.
  • Establish standards and expectations for key activities, specific market/client segmentation and planning, delivery of coaching, and training to elevate FAIR knowledge and performance.
  • Provide strategic leadership, direction, and coaching to a team of ~40-120 FAIRs across multiple districts, refer clients to other Canadian Banking and Wealth Management partners, where appropriate, to deepen relationships and enhance the client experience.
  • Build a high-performance environment and implement a people strategy that attracts, retains, develops, and motivates the team by fostering an inclusive work environment, responsible for the recruitment and retention of the FAIRs across the Region by communicating vision & strategy and managing succession and development planning for the FAIR team.
  • Lead the execution of practice management strategies and initiatives for the assigned market area by supporting the execution of the FAIR value proposition and focus on financial planning, coordinate training, skill builds, pipeline calls, client events with the FAIRs, and partners across the Region to increase their business development tactics and deliver on revenue for the Bank.
  • Create an environment in which the team pursues effective and efficient operations of their respective areas, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.
  • Post-secondary education in Business or related field, Mutual Fund License, Financial Planning Designation (IQPF), 5+ years of experience in the investment industry, with strong Advice+ knowledge, expert sales management skills, and advanced knowledge of sales techniques and prospecting.
  • Proven networking and client acquisition with the ability to influence and motivate others, strong verbal and written communication skills in French and English, strong knowledge of competitive and proprietary offerings, market trends, and economic conditions.
  • Internal training to support career growth and enhance skills, an organization committed to making a difference in our communities – for you and our customers, you can expect to be recognized and rewarded for high-performance, supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.

Requirements:

  • Post-secondary education in Business or related field.
  • Mutual Fund License, Financial Planning Designation (IQPF).
  • 5+ years of experience in the investment industry, with strong Advice+ knowledge.
  • Expert sales management skills and advanced knowledge of sales techniques and prospecting.
  • Proven networking and client acquisition with the ability to influence and motivate others.
  • Strong verbal and written communication skills in French and English.
  • Strong knowledge of competitive and proprietary offerings, market trends, and economic conditions.

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