11 Aug
|
Scotia Wealth Management
|
Vancouver
11 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. 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. The 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.
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
Oversee Compliance Management for the Branch
Partner with Compliance and National Supervision to execute business priorities/initiatives in compliance with governing regulations, internal policies and procedures Manage the branch profit plan (e.g., Support client experience issues and the formal complaints process Motivate and Develop Individual and Team Performance
Foster and develop a strong, 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
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
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)
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 An organization committed to making a difference in our communities – for you and our clients
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. 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.
📌 Regional Director, Business Development (Vancouver)
🏢 Scotia Wealth Management
📍 Vancouver