ScotiaMcLeod Branch Manager - Saskatoon

ScotiaMcLeod Branch Manager - Saskatoon

19 Apr
|
Scotia Wealth Management
|
Saskatoon

19 Apr

Scotia Wealth Management

Saskatoon

Branch Manager – ScotiaMcLeod 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.

What You’ll Be Doing 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 robust, 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

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 education, examination and training requirements, and experience necessary to be registered as a Supervisor with the Canadian Investment Regulatory Organization (CIRO)

Additional courses may be required to fulfill the Derivatives Supervisor designation if required

What’s In It For You

Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers

An organization committed to making a difference in our communities – for you and our clients

An inclusive working environment that encourages creativity, curiosity and celebrates success

Learning and Development – free access to Scotia Academy to upskill and develop your skills

Location: Saskatoon, Saskatchewan, Canada

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📌 ScotiaMcLeod Branch Manager - Saskatoon
🏢 Scotia Wealth Management
📍 Saskatoon

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