Regional Director, Total Wealth Planning

Requisition ID: 210213

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Job Purpose**

The Regional Director, Eastern Canada plays a key role in the execution of Canadian Wealth Management’s strategy by leading the delivery of Total Wealth Planning (TWP) and Canadian** **Wealth Insurance Services across Quebec and Atlantic Canada. The Regional Director is a member of the TWP and Insurance leadership team, helping to transform and elevate wealth management’s financial planning and insurance offering. The Regional Director is a strong people leader and manager, responsible for attracting and retaining top talent and coaching their team to meet the needs of clients and internal partners.

As the leader of this team, the Regional Director will ensure that specialist coverage is robust and that stakeholders are being well-supported in growing and deepening client relationships. The incumbent will work closely with regional and local business line leaders and the rest of the TWP and Insurance leadership team, to drive engagement and awareness of financial planning and insurance solutions and to support the growth of Canadian** **Wealth Management across the region.

**Key Accountabilities**

**Strong people and business leader including**:

- Leading team through a period of change given Canadian** **Wealth Management’s growing focus on financial planning and insurance
- Leading, coaching, and motivating the team to exceed nationally-defined goals and business plans and recognizing/rewarding performance excellence
- Engaging in group and individual discussions with team members to identify and help solve obstacles, challenges, and needs, and to share key themes with the rest of the leadership team
- Encouraging the effective use of tools that can be used to properly track pipeline of engagements and provide accurate reporting around activities and forecasting
- Managing the territory coverage within the region, ensuring the business lines are well-supported and identifying any gaps or disparities and making recommendations around how to address them
- Coordinating with other Regional Directors, Client Solutions and the leadership team to integrate relevant technical knowledge into their coaching and sales management activities
- Preparing and managing a regional profit plan that aligns to the broader Client Solutions annual profit planning exercise
- Managing the recruitment and onboarding of new specialists, including terms of employment, administrative requirements, real estate, and any other necessary support

**Effective member of Total Wealth Planning and Insurance leadership team by**:

- Helping to shape the strategic direction of Total Wealth Planning and Insurance
- Taking ownership of national initiatives related to the promotion, delivery, and support of Client Solutions
- Participating in strategic discussions with the rest of the leadership team, that lead to the formulation, development, and implementation of business initiatives

**Drive engagement of advisors and relationship managers around the Total Wealth Evolved offering by**:

- Developing strong relationships with advisors, relationship managers, Branch Managers, and Regional Directors across the business lines
- Creating awareness within the region around the Total Wealth Evolved offering and the breadth and depth of capabilities within the Client Solutions team
- Facilitating and/or delivering regional training initiatives and educational sessions aimed at improving employee understanding of our offering and various solutions
- Helping local and regional leaders within the business lines to integrate Total Wealth Evolved and Client Solutions capabilities into their sales management and coaching activities

**Lead the execution of the Canadian Wealth Management team-based offering by**:

- Fostering and developing a strong team environment that will lead to effective collaboration among team members and other local specialists
- Maintaining a strong understanding and working knowledge of all Canadian** **Wealth Management capabilities and promoting that same level of knowledge amongst the team
- Ensuring business processes are followed and that there is strong coordination among specialists in the development and execution of recommendations and delivery of solutions
- Helping advisor teams, either directly or through team members, to identify process improvements that will enable them to more effectively position and implement a total wealth approach
- Engaging business line leaders, where necessary, to address concerns or roadblocks related to the positioning and implementation of total wealth solutions
- Achieving desired business results connected to wealth planning engagements

**Functional Competencies**
- Expert knowledge of the wealth management and financial services industry
- Proven people leadership and people management skills, with sales leadership being an import