Market Lead, Private Investment Counsel

2 weeks ago

Old Toronto, Canada Scotiabank Full time
Job Purpose

The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefore the Market Lead not only delivers this mandate by identifying, managing, retaining and deepening high net worth/ultra-high net worth prospects in specific markets but also coaches his/her team in doing the same.

Key Responsibilities
  • Sales/Service Management Strategy
    • Provide expertise and guidance to the PIC team and team of experts for the PIC business and act as the PIC lead in the local marketplace;
    • Actively manage performance of direct reports against goals and/or business plans that are defined nationally;
    • Champion and facilitate the sharing of best practices to enhance client and relationship manager experiences (e.g. strategy & business development campaigns);
    • Meet regularly with direct reports to review business development plans and provide coaching and feedback;
    • Participate in joint business development and client relationship management activities on a regular basis;
    • Facilitate regular sales management meetings;
    • Utilize enablers and adopt technologies (e.g. dashboard reporting, CRM etc.) to effectively manage the assigned market;
    • Execute the PIC recruitment strategy and process for the centre by contributing to the candidate origination process, managing the interview/hiring process, coordinating the onboarding of new employees.
  • Leadership and Team Development
    • Foster and develop a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement;
    • Drive the internal communications process by ensuring all employees are aware of key projects, corporate goals and ongoing critical changes affecting clients by disseminating information in a timely and effective manner;
    • Ensure that the performance management process implemented and employee development is a priority for all employees on the team, in an effort to build and sustain a high-performing team of investment professionals;
    • Regularly meet with direct reports by scheduling one-on-one coaching;
    • Identify and support training and developmental needs of team members and participation in the development of training programs;
  • Client Relationship Management
    • Develop a professional, mutually beneficial and profitable relationship between the client and PIC;
    • Act as the central point of contact for assigned client needs, ensuring all aspects of assigned relationships receive ongoing attention, as required, to maintain, improve, grow and retain the relationship;
    • Provide wealth advice and solutions that enable client goals by developing and sustaining an intimate and ongoing understanding of client life goals, circumstances, and wealth needs;
    • Identify and capitalize on new business opportunities throughout the lifecycle of client relationships;
    • Consistently deliver the desired client experience during all client interactions;
    • Apply a strong knowledge of Scotiabank, Canadian Wealth Management, and PIC in the service and support that we offer our clients;
    • Direct and utilize a team of wealth partners with subject matter expertise to deliver on wealth strategies and the wealth value promise;
    • Partner with all internal product/service business partners, as required, to ensure that client needs are met;
    • Actively listen and seek client feedback on products, services and the delivery of the client experience;
    • Respond to client, resolve problem situations autonomously when they arise;
    • Proactively identify and implement strategies to address client needs;
    • Monitor client accounts to ensure optimal profitability is maintained in each relationship.
  • Investment Management
    • Utilize the KYC process and Investment Profile Questionnaire (IPQ) to develop an in-depth understanding of client's needs and determining the appropriate asset allocation model based on needs, risk tolerance and short/medium and long term objectives;
    • Recommend an appropriate investment asset mix aligned with life goals, income needs, return expectations and risk tolerance that fulfills client objectives;
    • Collaborate with the Centralized Portfolio Management group and using defined investment management processes to communicate advice to clients on their strategic asset allocation, models and underlying investment portfolio;
    • Actively manage the client's Financial Plan and Wealth strategy, including participation in the client's annual Financial Plan review process.
    Functional Competencies
    • Thorough investment management know-how and depth of experience required as it relates to understanding economic and market data in order to describe the firm's investment strategy to partners and clients;
    • Strong ability to explain financial and wealth strategies and concepts integrated with firm-wide investment strategies;
    • Expert relationship management and team leadership skills;
    • Strong business development skills which include networking, negotiation, sales and closing skills;
    • Strong communication and influencing skills;
    • Strong interpersonal, communication & listening and people management skills;
    • Results/Goal achievement oriented;
    • Self-motivated and disciplined;
    • Executes with Integrity;
    • Proficient in the completion of a Financial Plan;
    • Thorough knowledge of the various business lines within Canadian Wealth Management (CWM);
    • Thorough knowledge of the full array of products and services offered across Scotia Wealth Management.
    • Working knowledge of the products and services offered by Scotiabank partners in order to identify and refer clients as appropriate.
    Requirements
    • University Degree (Business, Economics, Accounting, Finance)
    • Minimum 5 years direct experience in discretionary investment management, covering both financial analysis and managing portfolios (individuals, estates, trusts, pension plans, foundations, registered accounts), with an expert understanding of investment returns, potential risks and the associated tax implications
    • CSC
    • Must be willing to work towards completion of CIM within 18 months
    • Must be willing to work towards achievement of registrant status with provincial securities commission
    What's in it for you?
    • The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers
    • 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, celebrates success

  • Market Lead for Private Investment Counsel

    4 weeks ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job Title: Private Investment Counsel Market LeadScotiabank is seeking a highly skilled and experienced Private Investment Counsel Market Lead to join our team in Toronto, Canada.Key Responsibilities:Lead a team of investment professionals in the Central Ontario Region market to achieve defined revenue production goals.Develop and manage business plans,...

  • Market Lead, Private Investment Counsel

    2 months ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job Title: Market Lead, Private Investment CounselScotiabank is seeking a highly skilled and experienced Market Lead to join our team in Toronto, Canada. As a key member of our Private Investment Counsel team, you will be responsible for leading a team of investment professionals in the Central Ontario Region market and driving revenue growth through...

  • Market Lead, Private Investment Counsel

    2 months ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job Title: Market Lead, Private Investment CounselScotiabank is seeking a highly skilled and experienced Market Lead to join our team in Toronto, Canada. As a key member of our Private Investment Counsel team, you will be responsible for leading a team of investment professionals in the Central Ontario Region market and driving revenue growth through...

  • Market Lead, Private Investment Counsel

    2 months ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryWe 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...

  • Market Lead, Private Investment Counsel

    2 months ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryWe 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...

  • Market Lead, Private Investment Counsel

    2 months ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryWe 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...

  • Market Lead, Private Investment Counsel

    2 months ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryWe 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...

  • Private Investment Counsel Market Lead

    1 month ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job Title: Market Lead - Investment CounselScotiabank is seeking a highly skilled and experienced Market Lead - Investment Counsel to join our team. As a Market Lead - Investment Counsel, you will be responsible for leading a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue...

  • Private Investment Counsel Market Lead

    1 month ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job Title: Market Lead - Investment CounselScotiabank is seeking a highly skilled and experienced Market Lead - Investment Counsel to join our team. As a Market Lead - Investment Counsel, you will be responsible for leading a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue...

  • Private Investment Counsel Market Lead

    1 month ago

    Old Toronto, Canada Scotiabank Full time

    p>Job Purpose: The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefore the Market Lead not only delivers this mandate by identifying, managing, retaining and deepening high net worth/ultra-high net...

  • Private Investment Counsel Market Lead

    2 weeks ago

    Old Toronto, Canada Scotiabank Full time

    Requisition ID: 194577 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefore...

  • Market Lead, Private Investment Counsel

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job Purpose:The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefor the Market Lead not only delivers this mandate by identifying, managing, retaining and deepening high net worth/ultra-high net...

  • Market Lead, Private Investment Counsel

    2 weeks ago

    Old Toronto, Canada Scotiabank Full time

    Job Purpose:The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefore the Market Lead not only delivers this mandate by identifying, managing, retaining and deepening high net worth/ultra-high net...

  • Market Lead for Private Investment Counsel

    2 weeks ago

    Old Toronto, Canada Scotiabank Full time

    Job Purpose:The Market Lead is responsible for overseeing and leading a team of investment professionals in the Central Ontario Region market. This is a producing role that requires the Market Lead to deliver revenue production goals by identifying, managing, retaining, and deepening high net worth/ultra-high net worth prospects in specific markets. The...

  • Market Lead, Private Investment Counsel

    3 weeks ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job Purpose: The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals.Key Responsibilities:Lead a team of investment professionals to achieve revenue production goals.Oversee and manage the team's performance and development.Develop...

  • Market Lead, Private Investment Counsel Expert

    3 weeks ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job Purpose: The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for achieving defined revenue production goals.Key Responsibilities:Lead a team of investment professionals to achieve revenue production goals.Oversee and manage the team's performance and development.Collaborate with...

  • Digital Transformation Lead for Investment Management

    2 hours ago

    Old Toronto, Canada Leith Wheeler Investment Counsel Ltd. Full time

    We are a leading investment counsel firm, headquartered in Vancouver with offices in Calgary and Toronto. Our team manages over $23 billion of assets on behalf of clients across Canada.About the Role:This is a hands-on delivery role within a multi-disciplinary technical and business team; and can be based out of Toronto.The estimated salary range for this...

  • Market Lead, Private Investment Counsel

    2 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 194577 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role...

  • Market Lead, Private Investment Counsel

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 186363 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role...

  • Market Lead, Private Investment Counsel

    2 weeks ago

    Old Toronto, Canada Scotiabank Full time

    Requisition ID: 194577 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefore...