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manager, financial planning and analysis
Title posted on CareerBeacon - Regional Manager, Financial Planning-Ottawa West & Valley
Posted on November 05, 2024 by Employer details Scotiabank
Job details
Requisition ID: 210148Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Leading a team of Investment Specialists for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass affluent market with a primary focus on new client acquisition through a customer-focused culture and comprehensive financial planning framework, while adhering to Global Sales Principles, compliance and regulatory requirements. The Regional Manager will be specifically responsible for all elements of sales management, including: Leading the execution of business development strategies; Delivery of coaching, training and recognition; Performance management; and Investment Specialist recruitment.Key Accountabilities The Regional Manager, Investment Specialists will be responsible for the following: Leading the execution of sales management strategies and initiatives for the assigned market area by: Leading and supporting the execution of the Investment Specialist Value Proposition and Customer Experience Model Proactively leading business development activities, aligning with Global Sales Principles, to achieve and exceed targets, leveraging expertise of the local market, financial conditions, and advisor incumbents Clearly defining roles, responsibilities and expectations, while communicating market area business plans to assigned Investment Specialists Working with Investment Specialists to execute against their individual business plans; providing insight and guidance to Investment Specialists in support of their business development activities Conducting a quarterly review of customer financial plans completed by Investment Specialists; providing feedback and coaching on accuracy and client-centric investment recommendationLeading talent & people management initiatives and activities for the assigned market area by: Supporting Investment Specialist recruitment, ensuring alignment with business strategies and elements unique to the market area Providing leadership and motivation to a team of Investment Specialists, through coaching and development, with a focus on retention and management of high quality talent Providing ongoing feedback and recognition; recognizing advice-driven performance and managing non-performanceLeading collaboration & relationship building initiatives across the assigned market area by: Developing strong relationships and partnerships with the other leaders and Regional Directors across Wealth Management, Scotia iTRADE and Canadian Banking, and encouraging the same relationships for the Investment Specialists Collaborating with other Scotiabank sales management leaders in Canadian Banking and Wealth Management on business development and Centres of Influence (COIs) relationship building activities Identifying, establishing and sustaining mutually beneficial relationships with key business contacts and Centres of Influence Developing a visible community profile for the Investment Specialist business development channel in assigned market area communities Representing Scotiabank at various industry and regulatory functionsManaging compliance / regulatory, risk management, operational & finance requirements for the assigned market area by: Effectively managing tier one compliance and regulatory oversight for the assigned sales team members and market area Monitoring adherence to regulatory and internal Bank requirements, including Global Sales Principles; ensuring compliance, risk management and regulatory rules, guidelines, policies and standards are followed consistently Ensuring client complaints, claims, legal actions and regulatory reviews, examinations and investigations are handled effectively, and corrective actions are implemented in a timely manner Monitoring the quality of business development activities, prospects, and portfolio growth Managing t- LocationOttawa, ON
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2122152
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