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investment dealer
Title posted on CareerBeacon - ScotiaMcLeod Lead Investment Advisor - National Branch, Toronto
Posted on October 17, 2024 by Employer details Scotiabank
Job details
Requisition ID: 207157As 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: Lead Investment Advisors help our clients achieve peace of mind by providing investment solutions that offer clients a comprehensive, fully diversified portfolio aligned to their risk profile and investment objectives. The National Branch manages small household clients across Canada by providing access to a virtual sales team that offers investment advice and solutions. As a Lead Investment Advisor the main focus is on transitioning clients from branches by ensuring client documentation is up to date and investments are appropriately aligned, and where appropriate making referrals to other bank partners. WHAT YOU'LL BE DOING:In this role you will: 1. Provide a high level of customer service by: Ensuring client is transferred efficiently from original branch Responding to client requests, inquiries, and concerns promptly and efficiently Provide sound and appropriate investment advice to clients to meet their investment objectives Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules and trading activities 2. Generate revenue through development of client relationships by: Managing existing client relationships and generate an ongoing source of profitable revenue Identifying opportunities to gather additional assets from existing client base Actively promote the products and services available to the National Branch Identify opportunities to promote products and services of Scotia partners where appropriate 3. Develop, execute and maintain compliant financial strategies by: Preparing financial solutions to service client's goals and objectives that are in the best interest of the client, the firm and within regulatory requirements Display a high level of integrity and professionalism in all dealings with internal and external clients 4. Contribute to the effective functioning of the National Branch team by: Building effective working relationships across the team and with various business lines Facilitating a culture of open and honest communication Actively participating and contributing to branch and team meetings 5. Provide strong team leadership to motivate and develop individual and team performance by: Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement Exhibiting an ability to listen, negotiate and communicate goals Sharing knowledge, experience and responsibility with 6. Responsible for service, maintenance and advice to Group plan clientele by: Maintaining a comprehensive understanding of all group plans and the unique features Liaise with ScotiaMcLeod Wealth Advisors (Lead advisors on each group plan) on a basis in regards to group service plan coordination to ensure continuity of client co and investment direction. Ensure that all clients receive the level of service and advice that has been dictated sponsor Provide all account administration services including new account opening. Return all calls and email promptly within 24 hours. Provide advice to clients on recommended funds and any changes; fi- LocationToronto, ON
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2112586
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