Title: ScotiaMcLeod Regional Manager Administration - Montreal, Qc 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 cooperative 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 innovative, 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 Regional

Manager of Administration will work closely with the Managing Director Wealth Advisory, provides leadership and direction to the Branch Administrators and supervises the Regional Support Staff, ensuring that business and operational strategies, plans and initiatives are executed and implemented in accordance with applicable regulations, internal policies and procedures. Responsible for contributing to the overall success of the region by ensuring a high level of client service achieved by effective operations, creating a high-performance environment and implementing a human resources people strategy that attracts, retains, develops and motivates your team by fostering an inclusive work environment. Communicate the vision, values and business strategy and manage succession planning and team development.

Partnering with head office teams as applicable. As a member of the Wealth Advisory Quebec management committee,



lead the execution of the business plan and operational initiatives while ensuring strategic alignment and high collaboration amongst business lines (McLeod, MD and SJF) and partners Leads and drives a bottom-up & customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Drives

Regional and National initiatives, working closely with the Managing Director, branch management teams, sales management, business partners to: Implement the ScotiaMcLeod and Scotia Wealth Management strategy Support branch management teams and Wealth advisory regional management through ongoing collaboration by providing: Effective Performance Management Employee Training & Development Change Management Licensing and regulatory requirements, Engaging appropriate business and sales management partners as required. Act as liaison (when required) between the Region’s Branches, Sales Management and head office partners to resolve outstanding issues, ensure consistent and efficient processes and practices. Facilitate communications between Head Office departments and Branch Administrators on issues, processes, and programs Review and approve all changes to branch support staff to ensure consistent application of ScotiaMcLeod's strategic initiatives, and Scotiabank policies and regulatory requirements.

Support the Branch Management teams in preparation of competitive recruit hires, facilitating required paperwork and support from the Advisor Transition Services team. Understand how the risk appetite and risk culture of the Bank and the company should be taken into account in day-to-day operations and decisions.



Create an environment in which his/her team conducts effective and efficient activities in his/her respective areas, while ensuring the relevance, compliance and effectiveness of day-to-day operational controls to meet obligations related to operational risks, regulatory compliance risks, AML risks and code of conduct risks, including, but not limited to, responsibilities under the Operational Risk Management Framework.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere ~In-depth knowledge of the wealth management industry, including in-depth compliance and regulatory knowledge is a plus ~ Good working knowledge of human resources policies and legislation ~ Licensed as an Investment Representative (IR) with CIRO and Supervisor licensing considered an asset ~ Solid knowledge of sales management processes, comfort/experience in financial analysis Strong planning, organizational and time management skills Strong coaching and inter-personal skills Strong abilities in change management Work in a standard office environment; Moderate travel within the province.

Guided by our purpose: "for every future", we help our customers, their families and their 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. #

📌 ScotiaMcLeod Regional Manager Administration - Montreal, Qc
🏢 Scotiabank
📍 Montreal