We have other current jobs related to this field that you can find below

  • Assistant to The Provost and Vice-president

    2 months ago

    Greater Sudbury, Canada Laurentian University Full time

    **Skip to main content** - **Students**: - **Faculty & Staff**: - **Alumni**: - **Library**: - **Applicants**: - **Parents & Counselors** **Are you ok?** **Search** **Donate** **Français** **Academics** **»** - ** Undergraduate Programs** - ** Graduate Programs** - ** Admissions** - ** Fees & Financing** - ** International** - ** Laurentian...

  • Associate Vice-president, Financial Services

    2 months ago

    Greater Sudbury, Canada Laurentian University Full time

    **Skip to main content** - **Students**: - **Faculty & Staff**: - **Alumni**: - **Library**: - **Applicants**: - **Parents & Counselors** **Are you ok?** **Search** **Donate** **Français** **Academics** **»** - ** Undergraduate Programs** - ** Graduate Programs** - ** Admissions** - ** Fees & Financing** - ** International** - ** Laurentian...

  • Regional Vice-President

    4 days ago

    Greater Sudbury, Canada IG Wealth Management Full time

    Division: IG Sales & Distribution Location: North Bay, Sudbury IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians...

  • Regional Vice-President

    4 days ago

    Greater Sudbury, Canada IG Wealth Management Full time

    Division: IG Sales & Distribution Location: North Bay, Sudbury IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians...

  • Senior Financial Advisor

    2 weeks ago

    Greater Sudbury, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 195712Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Administrative Support Specialist at ScotiaMcLeod

    2 weeks ago

    Sudbury, Ontario, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 203577As a vital segment of Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity, driven by exceptional service and reliable investment guidance. Our advisors and teams are dedicated to exploring innovative strategies to safeguard and enhance their clients' assets.In your role at ScotiaMcLeod, you will be...

  • Administrative Support Specialist at ScotiaMcLeod

    2 weeks ago

    Sudbury, Ontario, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 203577As a vital component of Scotia Wealth Management, ScotiaMcLeod has established a strong reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams are dedicated to exploring innovative strategies for safeguarding and enhancing our clients' assets.At ScotiaMcLeod, you will be empowered...

  • Administrative Support Specialist at ScotiaMcLeod

    2 weeks ago

    Sudbury, Ontario, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 203577As a pivotal segment of Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams take pride in discovering innovative strategies to safeguard and enhance their clients' assets.When you become part of ScotiaMcLeod, you will be...

  • Customer Experience Associate

    2 weeks ago

    Greater Sudbury, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 204883Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our Customer...

  • Customer Experience Associate

    2 weeks ago

    Greater Sudbury, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 204883Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our Customer...

  • Vice President – Clinical Research

    3 months ago

    Greater Sudbury, Canada Stonewood Group Inc. Full time

    The Advance Medical Research Institute of Canada (AMRIC) was established on June 16th, 2011 as an independent not-for-profit corporation. Founded on the basis of fostering translational research, AMRIC is the affiliated research institute of Health sciences North, under the direction of a Board of Directors. AMRIC’s strategic business plan (2011-2012)...

  • Vice President – Clinical Research

    6 days ago

    Greater Sudbury, Canada Stonewood Group Inc. Full time

    The Advance Medical Research Institute of Canada (AMRIC) was established on June 16th, 2011, as an independent not-for-profit corporation. Founded on the basis of fostering translational research, AMRIC is the affiliated research institute of Health Sciences North, under the direction of a Board of Directors. AMRIC’s strategic business plan (2011-2012)...

  • Vice President – Clinical Research

    1 day ago

    Greater Sudbury, Canada Stonewood Group Inc. Full time

    The Advance Medical Research Institute of Canada (AMRIC) was established on June 16th, 2011, as an independent not-for-profit corporation. Founded on the basis of fostering translational research, AMRIC is the affiliated research institute of Health Sciences North, under the direction of a Board of Directors. AMRIC’s strategic business plan (2011-2012)...

  • Vice President – Clinical Research

    2 days ago

    Greater Sudbury, Canada Stonewood Group Inc. Full time

    The Advance Medical Research Institute of Canada (AMRIC) was established on June 16th, 2011, as an independent not-for-profit corporation. Founded on the basis of fostering translational research, AMRIC is the affiliated research institute of Health Sciences North, under the direction of a Board of Directors. AMRIC’s strategic business plan (2011-2012)...

  • Senior Financial Advisor

    2 weeks ago

    Greater Sudbury, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 203556Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About The RoleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Administrative Support Specialist at ScotiaMcLeod

    2 weeks ago

    Greater Sudbury, Canada Scotiabank - Global Banking and Markets Full time

    Requisition ID: 203577As a key entity within Scotia Wealth Management, ScotiaMcLeod has established a reputation for integrity through exceptional service and reliable investment guidance. Our advisors and teams take pride in exploring innovative strategies to safeguard and enhance their clients' assets.When you become part of ScotiaMcLeod, you will be...

  • Administrator

    3 months ago

    Greater Sudbury, Canada Inner-City Home Full time

    FOYER INNER-CITY HOME de/of SUDBURY ADMINISTRATOR POSITION DESCRIPTION Position Description: The Administrator is the key management leader responsible for overseeing administration, programing, food bank and all other strategic aspects of Foyer Inner-City Home de/of Sudbury, located at 251 Elm St. W., Sudbury, ON and New Sudbury Food Bank located at 1169...

  • Banking Advisor Trainee

    3 months ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 178888 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network you will be provided in-depth training designed to allow...

  • Banking Advisor

    3 months ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 179576 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network you will be provided in-depth training designed to allow...

  • Executive Administrative Assistant, Office of The

    2 months ago

    Greater Sudbury, Canada Laurentian University Full time

    **JOB SUMMARY** **RESPONSIBILITIES** Reporting to the the Assistant to the Provost and Vice-President Academic, the Administrative Assistant will: - Coordinate the Provost and Vice-President, Academic’s travel requirements and related activities and ensure that all related aspects are efficiently organized; - Assist with the office budget (i.e.,...

Vice President, Private Banking GTA

2 months ago

Sudbury, Canada Scotiabank Full time
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert:
Requisition ID: 202073
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Regional Vice President, Private Banking, Scotia Wealth Management
Purpose
  • Provides strategic direction, leadership, and oversight for the Private Banking Sales and Credit Structuring teams in a defined Region in Canada ensuring business strategies, plans and initiatives are supported in compliance with governing regulations, internal policies and procedures.
  • The Regional Vice President, Private Banking is responsible for the achievement of defined goals for the region through the profitable delivery of superior client service and high-quality solutions to the Bank's high value clients, including owners/executive of large commercial/corporate banking customers and individuals with significant investment management business with the Bank.
  • SWM Private Banking is a credit forward business focusing on customized borrowing solutions using a wide array of personal assets as loan collateral, including investment portfolios, insurance policies, multiple types of real estate and other personal holdings.
Accountabilities
Develop and execute the Regional strategic business plan:
  • Negotiating and executing the region's overall growth strategy, profit plan and sales goals.
  • Providing direction and support to direct reports for resolution of complex client issues in a timely manner.
  • Maintaining close relationships with the region's top clients.
  • Broadening and deepening client relationships by bringing together the expertise and resources of Scotia Wealth Management to deliver multi-disciplinary solutions for Private Banking clients.
  • Developing and maintaining an external COI network for external business referrals.
Lead the Regional sales/service management strategy to support the overall Private Banking strategy and the achievement of the business objectives:
  • Lead an integrated Banking and Credit Structuring team in all aspects of business planning, regional strategy and execution.
  • Leading, coaching and motivating the team to exceed profit plan and sales objectives and recognizing/rewarding sales/service excellence.
  • Oversee workload management and allocation and prioritizes Credit Structuring support around highest value business opportunities.
  • Actively managing performance of direct reports against sales goals/business plans and pipeline.
  • Providing effective and timely training and performance management.
  • Developing a broad knowledge base to ensure all client facing team members have skills necessary to promote the full suite of Scotiabank & Wealth products and services.
  • Managing compensation decisions and sales conflicts.
  • Championing and facilitating the sharing of best practices to enhance client and relationship managers' experiences (e.g., strategy & business development campaigns)
  • Managing the overall quality and timeliness of client service in compliance with corporate policies and procedures, the operation document(s), legislation, and court precedent
  • Maintaining a high degree of working knowledge of products and strategies in order to effectively support Private Banking professionals.
Maintain a highly visible market profile within the defined market area with both internal and external contacts:
  • Identify key business contacts and establishing relationships with centres of influence within the Region.
  • Build and maintain internal relationships with key players/contacts including Investment Management, Commercial Banking, Retail Banking, Global Banking & Markets, Global Risk Management, Compliance, Legal, strategic referral relationships, market strategy contacts, wealth functional support e.g., Financial Planning, Insurance Consultants, Business and Family Advisory, Wealth Management Consultants, Scotiatrust, MD Private Trust.
  • Build and maintain external relationships with key referral sources including third party investment advisors e.g., Gluskin Sheff, and Centers of Influence (COIs) such as insurance advisors and major accounting & legal firms.
  • Ensure the involvement of appropriate level team members and other stakeholders from internal resources to further business interests.
  • Be an active talent scout: build relationships with internal and external talent to ensure a strong pipeline of future talent across both Relationship Management and Credit Structuring teams.
  • Represent Private Banking various industry and regulatory functions and affairs at the local, provincial and regional level.
Lead the portfolio management and risk mitigation strategy for the Region:
  • Identifying and managing problem accounts early to minimize potential losses.
  • Work with Relationship Managers and Credit Structuring teams to monitor and address key credit compliance measures, including overruns, Total Wealth off-side positions, delinquencies, collateral/KYC defects and annual review compliance.
  • Providing direction and support for unit audits and ensuring timely responses to any audit findings and sustainment of corrective activities.
  • Maintaining a high degree of working knowledge of regulatory and legislative requirements in all jurisdictions within assigned region.
  • Ensuring region complies with all regulatory and compliance requirements including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, MFDA, CDIC, Occupational Health & Safety.
  • Ensuring strict adherence to Bank security procedures, including assigned authorities and limits.
  • Reporting unusual or suspicious transactions in accordance with policies and escalated to Chief Compliance Officer, Private Banking as appropriate.
  • Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to the Managing Director Private Banking and/or Private Banking Head Office as applicable.
Execute operational effectiveness for the Region:
  • Managing the regional profit plan (e.g., revenue planning, expenditures, etc.)
  • Monitoring non-interest expenses against planned budgets.
  • Supporting client experience issues and the formal complaints process - re-word to illustrate complexity, discretionary management around decisions impacting the P&L of the business.
  • Maintaining a succession plan including input into the Bank's Leadership Resource Planning.
  • Utilizing enablers (e.g., dashboard reporting, CRM, etc.) and supporting the adoption of new tools, technologies and processes to effectively manage the region.
  • Ensuring daily and periodic management controls are in place and effective.
  • Identifying and supporting training and developmental needs of team members and participation in the development of training programs.
  • Create and execute the Private Banking recruitment strategy for Relationship Managers and Credit Structuring teams by attracting and retaining top talent including maintaining a network of competitor contacts and potential recruits to proactively manage the talent pipeline.
  • Lead and manage a direct-drive Relationship Management team of high-performing individuals.
  • Foster the collaboration of the Banking, Credit Solutions and Service teams, to ensure the delivery the highest standard of client service, including efficient transaction execution in accordance with high-net-worth client expectations.
  • Direct day-to-day activities in a manner consistent with the Bank's risk culture and the relevant risk appetite statement and limits.
  • Communicate the Bank's risk culture and risk appetite statement throughout their teams.
  • Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Create an environment in which their team pursues effective and efficient operations of their 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. Managing staffing requirements and departmental workloads.
Experience
  • University Degree
  • PFP designation preferred (ICB Certificate of Achievement - Advanced Personal Finance in Quebec) or Bank recognized equivalent.
  • 8 to 10 years of sales and operational management experience dealing with high-net-worth clients, including transactional support, conventional and customized lending.
  • Thorough knowledge of Canada's financial services marketplace with a detailed knowledge of the regional marketplace and competitive position.
  • Strong knowledge of full Scotia Wealth Management offering, including the services of Scotiatrust, Private Investment Council, MD Management, Jarislowsky Fraser and Scotia McLeod businesses and knowledge of the Bank's International Wealth offering.
  • Working knowledge of tax, estate and financial planning and investment products and services. . click apply for full job details