Scotiabank Wealth Management Branch Lead

3 weeks ago


Toronto, Ontario, Canada Scotiabank Full time
Scotiabank Wealth Management Branch Lead

We are seeking a highly experienced and results-driven Wealth Management Branch Lead to join our team at Scotiabank. This is an exceptional opportunity for a seasoned professional to lead a high-performing branch, drive business growth, and deliver exceptional client service.

About the Role

The Wealth Management Branch Lead will be responsible for developing and executing the branch's business plan, driving sales growth, and building strong relationships with clients. Key responsibilities include:

  • Leading and coaching a team of advisors to achieve sales and revenue targets
  • Broadening and deepening client relationships through strategic planning and partnership development
  • Developing and maintaining a Centre of Influence network to drive external business referrals
  • Overseeing compliance management and ensuring regulatory requirements are met
  • Maintaining operational effectiveness and efficiency within the branch
Requirements

To be successful in this role, you will need:

  • Exceptional leadership and management skills, with a proven track record of driving sales growth and revenue expansion
  • Strong knowledge of the wealth management industry and its trends
  • A well-developed network of relationships with senior stakeholders and advisors
  • Superior communication and interpersonal skills, with the ability to work closely with colleagues across the organization
  • A post-graduate business degree (e.g., MBA) and a CFA designation or equivalent experience
About Scotiabank

Scotiabank is one of North America's premier financial institutions, serving over 25 million customers worldwide. We are committed to delivering exceptional client experiences and building long-term relationships with our customers.

Estimated Salary: $120,000 - $180,000 per year



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