12 Aug
|
Scotiabank
|
Toronto
12 Aug
Scotiabank
Toronto
Elevate advisor support at Scotiabank as a Senior Manager, focusing on the Central Planning Group in Toronto. This role combines leadership with strategic oversight to enhance client and advisor experiences.As a Senior Manager, you will lead a energetic team of financial planners dedicated to providing exceptional support to internal advisors. You will focus on continuous improvement in service delivery and relationship building across multiple business lines. Leveraging your expertise, you will implement creative strategies that enhance advisory capacity and client outcomes.Key Responsibilities:
Lead a national team in financial planning support
Ensure exceptional service levels for client inquiries
Drive advisor education and knowledge enhancement
Foster partnerships with regional and product teams
Measure and report on project outcomes and effectivenessRequirements:
University degree and CFP designation required
Over 5 years in financial planning for high-net-worth clients
Robust leadership and communication skills
Experience in strategic initiative management
Knowledge of planning software and wealth servicesMake a significant impact by enhancing financial planning support strategies at Scotiabank.#J-18808-Ljbffr
📌 Senior Manager, Advisor Support Strategy Toronto
🏢 Scotiabank
📍 Toronto