Regional Manager, Investment Specialists

6 days ago

Winnipeg, Manitoba, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled and experienced Regional Manager, Investment Specialists to lead our investment business development efforts in the Saskatoon, Regina, and Winnipeg markets.

Key Responsibilities
  • Business Development
    • Develop and execute business development strategies to drive growth and revenue in the assigned market area.
    • Lead the execution of sales management strategies and initiatives to achieve and exceed targets.
    • Proactively lead business development activities, aligning with Global Sales Principles, to leverage expertise of the local market, financial conditions, and advisor incumbents.
  • Talent Management
    • Support Investment Specialist recruitment, ensuring alignment with business strategies and elements unique to the market area.
    • Provide leadership and motivation to a team of Investment Specialists, through coaching and development, with a focus on retention and management of high-quality talent.
    • Provide ongoing feedback and recognition; recognizing advice-driven performance and managing non-performance.
  • Collaboration and Relationship Building
    • Develop strong relationships and partnerships with other leaders and Regional Directors across Wealth Management, Scotia iTRADE, and Canadian Banking.
    • Collaborate with other Scotiabank sales management leaders in Canadian Banking and Wealth Management on business development and Centres of Influence (COIs) relationship building activities.
    • Identify, establish, and sustain mutually beneficial relationships with key business contacts and Centres of Influence.
  • Compliance and Risk Management
    • Effectively manage tier one compliance and regulatory oversight for the assigned sales team members and market area.
    • Monitor adherence to regulatory and internal Bank requirements, including Global Sales Principles; ensuring compliance, risk management, and regulatory rules, guidelines, policies, and standards are followed consistently.
    Requirements
    • Post-secondary education in Business or related field.
    • Mutual Fund License, Financial Planning Designation (PFP or CFP) and/or completion of Branch Manager Course.
    • 5+ years of experience in the investment industry, with a strong preference for wealth management and/or brokerage experience.
    • Expert sales management skills and advanced knowledge of sales techniques and prospecting.
    • Proven networking, client acquisition, and interpersonal skills, with the ability to influence and motivate others.
    • Ability to cultivate and maintain strong relationships with both internal and external partners.
    • Ability to establish and maintain a client-focused sales culture, through expert knowledge of client experience drivers.
    • Strong verbal and written communication skills.
    • Extensive knowledge of competitive and proprietary offerings, market trends, economic conditions, and the regulatory environment.

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