Dynamic Wealth Management Executive

2 weeks ago

Ottawa, Ontario, Canada Scotiabank Full time

We are seeking an experienced Dynamic Wealth Management Executive to join our team at Scotiabank. This role offers a unique opportunity to leverage your sales and leadership skills to drive business growth and develop long-lasting relationships with financial advisors.

Job Summary

The successful candidate will be responsible for managing a defined territory, generating sales and developing new business opportunities while servicing existing clients. This role requires strong public speaking and presentation skills, as well as the ability to stay up-to-date on industry trends and maintain a detailed understanding of our products and services.

Key Responsibilities:
  • Manage a defined territory to generate sales and develop new business
  • Lead by establishing long lasting relationships, servicing existing clients and prospecting for new ones
  • Use in-depth knowledge of our products, practice management skills and interpersonal skills to increase sales and retain assets
  • Arrange one-on-one, group and/or branch meetings with financial advisors to promote company products and services (20 meetings a week)
  • Assign daily tasks to the ISR and the SA for follow up
  • Schedule and Host Events, Roadshows and Manager Meetings
  • Develop a strategic business plan for the year and reviews it quarterly with the team to increase sales from advisors within the territory
  • Segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (1-250)
  • Maintain and service client relationships using territory rotations in order to increase sales and diversify our product usage
  • Make daily calls to clients who purchase or redeem above the set targets
  • Submit expenses and maintain the overall budget for the region. This includes approving co-op requests, charitable donations, promotional items and quarterly ticket/ meal allocations
  • Data Mine using the Diagnostic Selling Process & Populate the CRM system with all the information retrieved during meetings
  • Respond to client inquiries and follow up on leads from the ISR
  • Generate and develops new business relationships
  • Mentor the ISR through continuous coaching and feedback
  • Present to advisors on new products, business building ideas, and tax-planning strategies
  • Work extensively and within a supportive team environment to meet and/or exceed company sales objectives (sales rep & sales associate); and
  • Involved in special projects as required

We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience and qualifications. Additional benefits include comprehensive health and dental coverage, retirement savings plan, and paid time off. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply.

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