Market Lead, Investment Management Strategist

1 week ago


Ottawa, Ontario, Canada Scotiabank Full time
Market Lead, Private Investment Counsel Job Description

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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