Requisition ID: 213179
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Regional Manager, Financial Planners
Leading a team of Financial Planners 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 Financial Planner recruitment
Key Accountabilities
The Regional Manager, Financial Planners 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 Financial Planner 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 Financial Planners Working with Financial Planners to execute against their individual business plans; providing insight and guidance to Financial Planners in support of their business development activities Conducting a quarterly review of customer financial plans completed by Financial Planners; providing feedback and coaching on accuracy and client-centric investment recommendations
Leading talent & people management initiatives and activities for the assigned market area by:
Leading collaboration & relationship building initiatives across the assigned market area by:
Managing compliance / regulatory, risk management, operational & finance requirements for the assigned market area by:
Desired Skills & Experience
This is a fully mobile role, with constant travel between client locations and offices
Location(s): Canada : Ontario : Barrie
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.