Regional Field Representative

3 days ago


Toronto, Canada Scotiabank Full time

Requisition ID: 193784 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose** **Key Accountabilities** **Develop and deliver training and support solutions to Relationship Manager/Advisor Teams by**: - Acting as consultant in facilitating core training programs and one on one coaching with Relationship Manager / Advisor Teams - Providing continuous feedback and process improvement ideas to Change Management team to improve training and user experiences - Providing proactive communication of training initiatives to the branch / office network. **Remain up to date on industry trends, best practices and innovative training solutions by**: - Collecting and sharing best practices with the Field Representative Team and the Relationship Manager / Advisor Teams - Leveraging intra-Wealth relationships (such as Practice Management, Total Wealth Planners) to deliver collaborative, value-added, business strategy-focused training and support to Relationship Manager/Advisor Teams **Managing Day to Day Technology training by**: - Identifying systems training needs within various Wealth Management offices / branches that are covered to determine required training programs / needs - Working with all Sales Management teams to identify learning gaps - Consulting with Change Management team and business line operations management on program design to address learning gaps - Participating in the development of training plans to address learning gaps within the branches **Contribute to the effective functioning of the Practice Excellence Team by**: - Building effective working relationships across the Field Representative Team, the Relationship Manager / Advisory Teams, Branch Management and the Sales Management Teams in all of the Wealth Management business lines - Maintaining a high level of proactive client service - Facilitating a culture of open and honest communication by actively participating and contributing to peer best practices and team meetings - Encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members. **Functional Competencies** - Excellent oral and written communication skills - Ability to present to large boardroom audiences, small groups and one on one High level of patience, with an understanding of client service - Proven track record of delivering results through a collaborative, inclusive style and process that respects all partners and their respective roles and interests, and builds the lines of communication and understanding throughout all initiatives - Strong sense of self awareness and confidence that shows up authentically Strong ability to work independently and as part of an interdependent team. - Self-starter that can demonstrate the ability to self-manage their time, resources, organizational habits and projects Technical and operational aptitude - Strong Organizational Skills **Education/ Work Experience** - Industry experience and business acumen, particularly in the Wealth Management lines of business Experience in a training-related position (includes head office and ‘in field’ experience) - Experience in facilitation - Knowledge of course development, design and delivery, preferably in the brokerage industry Strong knowledge of delivery methods, options and tools Preferred: - Knowledge of adult learning principles, preferred Bilingual French/English is an asset Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.



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