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Scotia Mcleod Assistant Branch Manager, Markham
2 weeks ago
Requisition ID: 140286 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. As the Assistant Branch Manager, you will be an integral member of the branch leadership team in a dynamic role assisting the Branch Manager in areas of Advisor coaching, delivery of Total Wealth solutions, problem solving, branch sales and marketing initiatives, growth in branch assets/revenue, recruiting, regulatory compliance and oversight. Is this role right for you? In this role you will: - Take a lead role in supporting Advisor teams and solving day-to-day issues. - Assist the Branch Manager in the continued implementation and adoption of our Total Wealth Strategy. - Partner with the Branch Manager and Branch Administrator to guide and support staffing in the Branch as it relates to Advisor Team’s needs. - With support of the Branch Manager & Regional Director, you will develop and implement recruitment strategies for the branch that align with our Firm’s growth strategy and culture. - Act as a sounding board for experienced and developing Advisors complimented by coaching and providing advice and perspective on all things relevant to the Advisor’s business and growth objectives. - Collaborate with Wealth Specialists and Bank partners to assist Advisor Teams in delivering thoughtful, holistic Wealth advice resulting in the best possible outcomes for our clients. - Work with Branch Manager and Branch Administrator to maintain a rigorous culture of compliance reflecting regulatory requirements and organizational standards of putting the client's interest first. - 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 your team pursues effective and efficient operations of its 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 implement a people strategy that attracts, retains, develops and motivates the team by fostering an inclusive work environment, using a coaching mindset and behaviors, communicating vison/values/business strategy and managing succession and development planning for the team. Do you have the skills required to excel in the role? We'd love to work with you if you have: - 2+ years of experience in the investment industry (Wealth Management/Financial Services) - Experience as an IR/RR licensed Representative with IIROC - University degree preferred Location(s): Canada : Ontario : Markham 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.
