Associate Director

6 months ago


Langley, Canada Scotiabank Full time

Is this role right for you?

In this role you will:


Drive business development, maintaining a strong market profile, both internally and externally, within the assigned geographic area by:

Managing a team of Private Banker’s, Associate Private Bankers and Senior Associates towards achievement of team financial and developmental goals. Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management. Developing and executing new business strategies at the team level to attract and retain high net worth clients. Conducting prospect meetings, skill building sessions, coaching routines to support team objectives Identifying prospects and referrals from internal and external networks/COIs. Developing commercial credit proposals for new / existing customers and manage approval process Identifying referral opportunities to Scotia Private Client Group partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners (Roynat, GTB, International, Scotia Capital, etc.). Managing the team’s new business pipeline and coach to convert sales opportunities to closed transactions. Maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence. Negotiating the business unit’s goals. Utilizing the Financial Planning process to develop an in-depth understanding of client needs and serve as a conduit for referrals to the SPCG Team of Experts. Developing multiple service client relationships based on formalized client strategies. Engaging and informing the designated Team of Experts as to changes in client information and priorities.

Provide Sales Management Leadership to a team by:

Leading, coaching and motivating sales team to achievement of profit plan. Developing and obtaining agreement on individualized development plans to close any competency gaps. Broadening knowledge base to ensure sales teams have all service and credit capabilities necessaryto promote same to existing and prospective clients. Determining the assignment of client relationships and allocation of account loads Using observational and results-based coaching to ensure the team achieves key financial and developmental goals including executing new client acquisition strategies, identification of additional wealth/banking opportunities and retention of existing high value clients. Establishing and monitoring performance objectives and measures, and providing timely performance (& non-performance) feedback with regards to roles, tasks and expectations Effectively utilizing and developing staff to fill the needs of Private Banking unit and longer-term requirements of the Bank.

Lead Portfolio Management and Risk Mitigation by:

Negotiating customized or standard Bank terms, conditions, structuring fees/interest rates, documentation, effective and competitive financing proposals with customers, culminating in the closing of transactions. Deepening profitable, mutually beneficial relationships between clients and Private Banking / Wealth Management Partners. Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth/ultra high net worth clients. Using knowledge of Scotiabank’s diverse products and services to anticipate client needs and proactively deliver solutions (including Commercial Banking, Scotia Capital and Retail). Managing client relationships to ensure that credit facilities and accounts are operating in a mannerwhich is satisfactory to the Bank. Providing oversight and review of commercial credit structured and submitted to Global Risk Management and coach development of (Sr.) Private Banker / Trainee credit writing skills, management of in-house credits within approved limits. Ensuring compliance with regulatory activities and guidelines, including Privacy and Anti-Money Laundering / Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety. Ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Principles. Completing periodic monitoring activities as required confirming compliance with bank policies and effective risk management is in place. Monitoring client account activity and reporting unusual or suspicious transactions in accordance with policies and escalate as appropriate. Escalating fraudulent activities, unusual occurrences, issues, deficiencies, or trends as applicable Adhering to Bank standards, policies and business practices to ensure that the team meets appropriate regulatory and compliance requirements as they relate to both new and clients and accounts.

Maintain Operational Effectiveness by:

Ensuring daily and periodic management controls are in place and effective. Monitoring non-interest expenses against planned budgets, ensuring that the Manager, Client Services has appropriate and reasonable explanations for variances. Ensuring workflows and organization plans are efficient and effective. Providing direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessions. Reviewing recorded client concerns and resolve escalated concerns and issues to ensure that the Bank’s Customer Complaint Resolution Process is in place and effective.

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

Minimum 5 years of commercial lending experience and 10 years banking experience University degree (BComm, MBA, CFA), in addition to industry courses (eg. CSC, PFP, CFP) Must be an experienced banker with exceptional interpersonal, leadership and business development skills

  • City of Langley, Canada Scotiabank Full time

    p> Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Job Purpose:The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team’s overall...


  • Langley, Canada Trinity Western University Full time

    **Position Purpose and Summary** The Associate Director for Graduate Student Engagement (ADGSE) works as a member of the Student Life division to advance the mission and vision of the University to graduate students across its multiple campuses. The ADGSE oversees initiatives focused on connecting with all graduate students and developing strategies to...

  • Associate Director

    5 months ago


    Langley, Canada Scotiabank Full time

    Requisition ID: 200293 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution...

  • Associate Director

    4 weeks ago


    Langley, Canada Scotiabank Full time

    Requisition ID: 200293 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution...

  • Operations Director

    4 weeks ago


    Langley, Canada FAS Consulting Group Ltd Full time

    Job Title: Operations DirectorJob Summary: We are seeking an experienced Operations Director to lead our team at FAS Consulting Group Ltd. The successful candidate will be responsible for allocating resources, authorizing departments, and coordinating work across regions.Key Responsibilities:Allocate material, human, and financial resources to implement...


  • Langley, Canada Scotiabank Full time

    About Roynat CapitalRoynat Capital, a subsidiary of Scotiabank, is a leading provider of innovative long-term capital solutions for mid-sized companies in Canada. With a rich history of lending and investing in mid-market companies, we offer tailored solutions for acquisitions, business expansions, wealth monetization, and working capital enhancement.Job...


  • Langley, Canada Scotiabank Full time

    Job Title: Associate DirectorScotiabank is seeking an experienced Associate Director to lead a team of Private Bankers, Senior Associates, and Associates in the Commercial Lending and Risk Management department.Key Responsibilities:Develop and execute marketing plans to foster close working relationships with assigned Scotiabank partners, resulting in...


  • Langley, Canada Canature Processing Inc. Full time

    Job Title: Senior Operations DirectorAbout the Role:We are seeking a highly skilled Senior Operations Director to join our team at Canature Processing Inc. As a key member of our leadership team, you will be responsible for allocating resources, establishing departments, and coordinating work across regions.Key Responsibilities:Allocate material, human, and...


  • Langley, Canada Canature Processing Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior Operations Director to join our team at Canature Processing Inc. The ideal candidate will have a strong background in operations management and be able to lead our organization towards success.Key ResponsibilitiesAllocate resources to implement organizational policies and programsAuthorize and organize the...


  • Langley, British Columbia, Canada Government of Canada - Western Full time

    About the RoleWe are seeking a Strategic Marketing Director to join our team at the Government of Canada - Western. As a key member of our organization, you will be responsible for allocating resources to implement organizational policies and programs.Key ResponsibilitiesAuthorize and organize the establishment of major departments and associated senior...


  • Langley, Canada Trinity Western University Full time

    Position Purpose and Summary The Trinity Western University Wellness Centre is part of the Student Life Division. The Wellness Centre strives to provide holistic care for individuals and populations within TWU using an integrated, collaborative, multi-disciplinary service delivery model. Overall direction and leadership for the Wellness Centre is a shared...


  • Langley, Canada Ricky's All Day Grill Full time

    Job OverviewRicky's All Day Grill is seeking a dynamic and experienced Executive Director for Operations to lead our team.Salary$60,000 - $80,000 per year, depending on experience.Job DescriptionWe are looking for a highly skilled professional to oversee the day-to-day operations of our restaurant. As an Executive Director for Operations, you will be...

  • Associate Director

    2 months ago


    Langley, Canada Scotiabank Full time

       Requisition ID: 200293Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution...


  • Langley, Canada Elegant Distributors Ltd. Full time

    Elegant Distributors Ltd. is seeking a highly skilled Strategic Operations Director to lead our organization's operational strategy and drive business growth. The ideal candidate will have a strong background in finance, communications, and business services, with a proven track record of allocating resources, establishing departments, and formulating...


  • Langley, Canada Tiny Hoppers Early Learning Willoughby Full time

    Job Title: Strategic Education Services DirectorAbout the Role:We are seeking a highly skilled and experienced Strategic Education Services Director to join our team at Tiny Hoppers Early Learning Willoughby. As a key member of our leadership team, you will be responsible for developing and implementing organizational policies and programs to drive...


  • Langley, Canada Canature Processing Inc. Full time

    We are seeking a Senior Executive Director of Operations to lead our team at Canature Processing Inc.Job OverviewThe successful candidate will be responsible for allocating resources, coordinating regional activities, and establishing objectives for the organization.This is a permanent position with a competitive salary range estimated between $120,000 and...


  • Langley, Canada Scotiabank Full time

    **Requisition ID**: 207953 Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for...


  • Langley, Canada Elegant Distributors Ltd. Full time

    CASCADE BATH & LIGHTING LTD is seeking a Senior Director of Financial Operations to oversee the allocation of resources and implement organizational policies and programs. The ideal candidate will have a strong background in financial management and be able to establish objectives for the organization and formulate or approve policies and programs.The...


  • Langley, Canada Tiny Hoppers Early Learning Willoughby Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Director of Education Services to join our team at Tiny Hoppers Early Learning Willoughby. The successful candidate will be responsible for leading our education services department and developing strategies to improve student outcomes.Key ResponsibilitiesLead the education services...


  • Langley, Canada CASCADE BATH & LIGHTING LTD Full time

    About the Role:Elegant Distributors Ltd. is seeking a highly skilled Senior Director of Operations to join our team. In this role, you will be responsible for allocating resources to implement organizational policies and programs, authorizing the establishment of major departments, and establishing objectives for the organization.Key Responsibilities:Develop...