ScotiaMcLeod Branch Manager

7 months ago

Toronto, Canada Scotiabank Full time

Requisition ID: 198594

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.

BRIEF INTRODUCTION:

The ScotiaMcLeod Branch Manager is responsible for the development and achievement of defined business priorities for the Branch through the profitable delivery of superior client service and wholistic wealth solutions to high and ultra-high net worth clients and businesses. 
The incumbent is responsible for leading and coaching the branch team to ensure they have the skills and knowledge to provide a wide array of total wealth management solutions and motivate advisors to exceed sales growth and profitability goals. In addition, a key focus of the incumbent will be focused on branch growth through advisor acquisition.

WHAT YOU’LL BE DOING:
In this role you will:


Develop and execute branch business plans and growth strategy: 

Serve as the primary leadership contact for the branch Broaden and deepen client relationships by bringing together the expertise and resources of Scotia Wealth Management  Develop and maintain an external Centre’s of Influence network for external business referrals. 

Lead the sales/service management strategy: 

Lead, coach and motivate advisors to exceed sales growth and profitability goals;  Develop and maintain a broad knowledge base to ensure all client facing team members have skills necessary to promote the full suite of Wealth products and services 

Oversee compliance management for the Branch: 

Maintain oversight of supervisory functions and Tier 1A compliance requirements;  Partner with Compliance and National Supervision to execute business priorities/initiatives in compliance with governing regulations, internal policies and procedures; 

Ensure operational effectiveness for the Branch: 

Execute the ScotiaMcLeod recruitment strategy for Wealth Advisors  Manage the branch profit plan (e.g. revenue planning, expenditures, etc.);  Support client experience issues and the formal complaints process; 

Motivates and develops individual and team performance:

Foster and develop a strong, positive team environment, driving business development, innovation and a high degree of engagement;  Drive the internal communications process by ensuring all employees are aware of key projects, corporate goals and ongoing critical changes affecting clients;  Identify and support training and developmental needs of team members  Facilitate a culture of open and honest communication through regular touch bases, team meetings, and encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members.

DO YOU HAVE THE SKILLS:
We’d love to work with you if you have:

Expert knowledge of the wealth management advisory industry and factors that influence it Exceptional Wealth Advisory business development and leadership skills having worked successfully for 10+ years within the industry. Well-developed network of relationships with senior stakeholders, and advisors Superior leadership and management skills and an ability to work closely and collaboratively with other senior Bankers across all Divisions.  Expert knowledge of and demonstrated success in sales management techniques.  Demonstrated exceptional ability to develop and implement a strategic plan, with a record of accomplishment of delivering results in a large organization  Proven change agent with building a business, outstanding general management, interpersonal / team motivation and communication skills.  Post-graduate business degree (e.g. MBA) and a CFA (or equivalent experience) considered an asset.  Requisite professional courses to be registered, at a minimum, as an Officer/Director (PDO, CSC, Branch Manager, CPH, Options). Additional courses may be required to fulfill the Registered Representation Supervisor designation. 

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