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Regional Manager Md Wealth
2 weeks ago
Requisition ID: 217220
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Manager, MD Wealth to join our team.
As a Regional Manager, you will lead and oversee MD Wealth in Canada ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures.
**Is this role right for you? In this role you will**:
- Lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Reporting to the Region Head, the Regional Manager is primarily responsible for the supervision and performance management of advisors to ensure the adoption, sustainment and effective use of contact and sales planning tools.
- In this role, you will partner with the Region Head to create, develop and maintain high-performing sales teams. You will lead regional employees in the implementation and adoption of new products and sales initiatives, ensuring an optimal employee and client experience as well as leading reward and recognition activities within the region.
- You will play a key role in identifying appropriate team-based solutions and work in conjunction with the Region Head and sales teams to identify tactics to address productivity deficiencies.
- Ensuring compliance to MD standards, policies and procedures, as well as identifying and implementing applicable action plans to address deficiencies will be a primary focus as will managing escalated client complaints in a timely and customer-focused manner.
- Direct day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits. Communicates the Bank’s risk culture and risk appetite statement throughout their teams.
- Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Build a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Build a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.
**The Must Haves**:
- You hold the Certified Financial Planner (CFP) designation (Pl.Fin designation for Quebec)
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook for Securities Industry Professionals (CPH)
- Life Licensed Qualification Program (LLQP)
- Branch Manager License
- You will also be required to complete the “Effective Management Seminar” within 18 months of Supervisor registration.
**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:
- You are an outstanding communicator. You actively listen and tailor your responses accordingly based on audience needs and expectations.
- You’re a proven relationship builder. You use your strong networking skills to effectively develop optimal relationships with internal and external business partners.
- You have demonstrated consultative selling skills with an innate ability to close the deal.
- You have the confidence and capability to work independently but also enjoy the collaborative process and look forward to partnering with other team members to identify and implement the best solution possible.
- You have the demonstrated ability to present in front of large group and facilitate group conversations.
- You thrive in an ever-changing environment and are able to effectively multitask to prioritize the complex demands of multiple stakeholders, while being able t
