Regional Manager, Commercial Expert

3 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled Regional Manager, Commercial Expert to join our team at Scotiabank. As a key member of our Commercial Banking and Wealth Management team, you will be responsible for driving business growth and delivering exceptional client experiences.

Key Responsibilities

  • Contribute to the overall success of the Canadian Wealth Management Partnerships and Canadian Commercial Banking team in Canada.
  • Ensure specific individual goals, plans, and initiatives are executed and delivered in support of the team's business strategies and objectives.
  • Provide support for referrals between Canadian Commercial Banking and Canadian Wealth Management.
  • Actively pursue wealth management opportunities among existing clients in Canadian Commercial Banking.
  • Target high net worth and ultra-high net worth client segments and understand the breadth of SWM offerings.
  • Effectively transition clients to the most appropriate business line(s) and Relationship Manager(s) for their total wealth needs.
  • Actively pursue commercial banking opportunities among existing clients in Canadian Wealth Management.
  • Target beneficial owners and directors of business entities and understand the breadth of CBB offerings.
  • Effectively transition clients to the most appropriate business lines and Relationship Managers.

Requirements

  • Superior relationship building skills.
  • Sales-driven mindset and ability to coach peers, pursue, and refer new business opportunities.
  • Strong presentation skills, including the use of technology, and ability to think and respond quickly.
  • An in-depth understanding of affluent client financial service needs from wealth accumulation through preservation.
  • An in-depth understanding of business entity financial service needs from day-to-day banking through borrowing and cash management.
  • An ability to build and sell the 'Total Wealth Evolved' value proposition and Total Wealth Solutions.
  • A good knowledge and understanding of multi-need financial planning.
  • Knowledge of personal trust services, such as wills, estate planning, executor, and trustee services, trusts, and agency services, including off-shore trusts.
  • Knowledge of full-service banking solutions for lending, private equity, construction financing, deposits, day-to-day operational, and cash flow, primary producer, and agri-business operations.
  • Strong knowledge and understanding of investment and credit products and services.
  • A proven track record in providing client-centric solutions to businesses and an affluent client base, both internal and external.

What We Offer

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank. We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

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