07 Aug
|
Scotia Wealth Management
|
Vancouver
07 Aug
Scotia Wealth Management
Vancouver
ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an creative, team‐based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you're not just building a career—you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.Brief IntroductionThe ScotiaMcLeod Branch Manager is 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. The incumbent is responsible for leading and coaching the branch team to ensure they have the skills and knowledge to provide a wide array of total wealth management solutions and motivate advisors to exceed sales growth and profitability goals. A key focus of the incumbent will be on branch growth through advisor acquisition.What You'll Be DoingDevelop and Execute Branch Business Plans and Growth StrategyServe as the primary leadership contact for the branchBroaden and deepen client relationships by bringing together the expertise and resources of Scotia Wealth ManagementDevelop and maintain an external Centre's of Influence network for external business referralsLead the Sales/Service Management StrategyLead,
coach and motivate advisors to exceed sales growth and profitability goalsDevelop and maintain a broad knowledge base to ensure all client‐facing team members have the skills necessary to promote the full suite of Wealth products and servicesOversee Compliance Management for the BranchMaintain oversight of supervisory functions and Tier 1A compliance requirementsPartner with Compliance and National Supervision to execute business priorities/initiatives in compliance with governing regulations, internal policies and proceduresEnsure Operational Effectiveness for the BranchExecute the ScotiaMcLeod recruitment strategy for Wealth AdvisorsManage the branch profit plan (e.G., revenue planning, expenditures, etc.)Support client experience issues and the formal complaints processMotivate and Develop Individual and Team PerformanceFoster and develop a strong, positive team environment, driving business development, innovation and a high degree of engagementDrive the internal communications process by ensuring all employees are aware of key projects, corporate goals and ongoing critical changes affecting clientsIdentify and support training and developmental needs of team membersFacilitate 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 membersDo You Have The SkillsExpert knowledge of the wealth management advisory industry and factors that influence itExceptional Wealth Advisory business development and leadership skills having worked successfully for 10+ years within the industryWell‐developed network of relationships with senior stakeholders, and advisorsSuperior leadership and management skills and an ability to work closely and collaboratively with other senior Bankers across all DivisionsExpert knowledge of and demonstrated success in sales management techniquesDemonstrated exceptional ability to develop and implement a strategic plan, with a record of accomplishment of delivering results in a large organizationProven change agent with building a business, outstanding general management,
interpersonal / team motivation and communication skillsPost‐graduate business degree (e.G., MBA) and a CFA (or equivalent experience) considered an assetRequisite 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 fulfil the Derivatives Supervisor designation if requiredWhat's In It For YouCompetitive compensation and benefits package including annual incentive plans, time off entitlements, pension plan, employee share ownership plan and favourable employee rates for employee bankingThe opportunity to join a forward‐thinking organization where you are surrounded by a collaborative team of innovative thinkersAn organization committed to making a difference in our communities – for you and our clientsAn inclusive working environment that encourages creativity, curiosity and celebrates successLearning and development – free access to Scotia Academy to upskill and develop your skillsLocation(s): Canada – British Columbia – VancouverScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our 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 workplace 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. 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. #J-18808-Ljbffr
📌 Scotiamcleod Branch Manager - Vancouver
🏢 Scotia Wealth Management
📍 Vancouver