Senior Wealth Management Leader for Toronto Region

1 day ago

Ottawa, Ontario, Canada Scotiabank Full time
About the Role

As a Senior Wealth Management Leader for the Toronto Region, you will play a pivotal role in driving business growth and excellence within Scotia Wealth Management. Located in Canada's vibrant city of Toronto, this position offers a unique opportunity to lead a team of professionals and contribute to the bank's success.

Key Responsibilities
  • Develop and execute the region's overall growth strategy, business plan, profit plan, and sales goals by providing direction and support to direct reports, executing on an experienced advisor recruitment strategy, developing a visible community profile, maintaining close relationships with top clients, establishing close working relationships with other areas of Scotia Wealth Management and Scotiabank partners, and developing and maintaining an external COI network for external business referrals.
  • Lead the sales and service management strategy by leading, coaching, and motivating branch management and advisors to exceed sales growth and profitability goals, championing and facilitating the sharing of best practices, managing the overall quality and timeliness of client service, and maintaining a high degree of working knowledge of products and strategies.
  • Oversee compliance management for the region by maintaining oversight of local supervisory functions and Tier 1 compliance requirements, partnering with Compliance to create and maintain regulatory policies and procedures, overseeing the implementation and execution of regulatory changes, and ensuring operational effectiveness for the region by managing the regional profit plan, monitoring non-interest expenses against planned budgets, supporting client experience issues, utilizing technology enablers, ensuring daily and periodic management controls are in place, and managing staffing requirements and departmental workloads.
Requirements
  • A minimum of 10 years' experience at a senior level within the industry.
  • Post-graduate business degree and a CFA (or equivalent experience) would be an asset.
  • Requisite professional courses to be registered as an Officer/Director.
  • Expert knowledge of the wealth management advisory industry.
  • Exceptional business development and leadership skills.
  • Well-developed network of relationships with stakeholders.
  • Superior leadership and management skills.
  • Demonstrated ability to develop and implement a strategic plan.
  • Strong capability in evaluating operational processes and marketing strategies.
  • Highly competent change agent with outstanding general management skills.
  • Proven ability to manage a business line Profit & Loss statement.
  • Strong knowledge of the regulatory environment applicable to the investment management industry.
  • Thorough knowledge and experience in wealth advisory management.
Location

Toronto, Canada: Ontario

Salary Estimate

$150,000 - $200,000 per annum, depending on experience and qualifications.

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