Market Lead, Investment Management Strategist
1 week ago
Requisition ID: 205488
Scotiabank is seeking a highly skilled Market Lead, Private Investment Counsel to oversee and lead a team of investment professionals in Eastern Canada. The successful candidate will be responsible for achieving defined team revenue goals, coaching relationship managers, and developing client acquisition strategies.
Key Responsibilities:
- Develop and execute business plans to achieve revenue goals
- Coach and mentor relationship managers to identify prospects, manage, retain, and deepen client relationships
- Develop client acquisition strategies to generate sustainable and profitable growth
- Manage a prospect sales opportunity pipeline to increase share of wallet, assets, and revenue
- Partner with Wealth Management Consultants in the business acquisition process
- Execute marketing strategies to attract and retain valuable clients
Requirements:
- University degree in Business, Economics, Accounting, or Finance
- Required: CSC & CIM or CFA Level 1
- Asset: CFA
- Eligibility for registration under the provincial regulator as an Advising Representative
Functional Competencies:
- Thorough investment management know-how and depth of experience
- Strong ability to explain financial and wealth strategies
- Expert relationship management and team leadership skills
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