Regional Director, High Net Worth Wealth Planning - C$103,100 - C$179,700 A Year (Montreal)

Regional Director, High Net Worth Wealth Planning - C$103,100 - C$179,700 A Year (Montreal)

25 Aug
|
BMO Financial Group
|
Montreal

25 Aug

BMO Financial Group

Montreal

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Leads and oversees a portion of the Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures. Is this role right for you? In this role you will Support The Design And Development Of Short And Medium-term Initiatives To Successfully Position Scotiabank Within The Market To Achieve Business Objectives By Researching, gathering information on competitive intelligence and market positioning Conducting key analysis, developing proposals for significant issues affecting the market area Reviewing and providing feedback in response to proposals being put forward by Banking teams and making corresponding recommendations to the RVP for implementation to achieve the Regional strategy Tailoring national Private Banking initiatives to fit the needs of the Region Execute Sales Management Strategies And Lead The Implementation Of Tactical Plans For The Assigned Team Leads, To Support The Private Banking And Regional Strategy And Business Objectives By Engaging and focusing the efforts of the assigned Team Leads Leading the sales effort to achieve the overall profit plan goals Conceptualizing objectives and prioritizing initiatives; Anticipating and planning for potential risks and opportunities; Deploying/engaging resources to support the strategies; Resolving issues/negotiating compromises between team members and partners from other Scotiabank Groups (e.G. Global Risk Management, Shared Services Business Service Centre, Global Banking Markets, Global Business Payments, Global Wealth Management, Retail & Small Business Banking, etc.) to meet objectives/overcome obstacles, guiding team members to alternatives if required; Acting decisively in order to move things forward in a timely manner; Escalating issues/obstacles/trends to the Regional Vice President with recommendations/solutions; Allocates prospects and other business opportunities amongst the team. Support the sustainment and evolution of a client-centric sales culture and operating model within the Region, by: Conducting key sales and service management activities within the Region, including scheduling, setting the agenda for and preparing content for regional/team GTBs, including partners as appropriate. Preparing and managing content for regional team meetings; Evaluating, recommending and coordinating customer Net Promotor Score (NPS) initiatives within the Region in support of continuous improvement and increased client loyalty; Supporting the execution of client segment migration strategies within the region, and in communicating these strategies to affected stakeholders Ensures the customer portfolio assigned to the Team receives ongoing attention to improve and retain relationships by: Ensuring an active Business Development program with each relationship to ensure the

📌 Regional Director, High Net Worth Wealth Planning - C$103,100 - C$179,700 A Year (Montreal)
🏢 BMO Financial Group
📍 Montreal

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