06 Oct
|
Scotia Wealth Management
|
Calgary
06 Oct
Scotia Wealth Management
Calgary
Requisition ID: 250591ScotiaMcLeod, 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 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.INTRODUCTIONAs the Assistant Branch Manager you will be an integral member of the Branch Leadership team. You will contribute to the overall success of the branch and ensure a high level of client service is achieved through effective operations and administrative efficiencies.What You'll Be DoingTake a lead role in supporting Advisor teams and solving day to day issuesAssist the Branch Manager in the continued implementation and adoption of our Total Wealth StrategyProvide on-going coaching with employee development,
performance management and motivationCollaborate with Wealth Specialists and Bank partners in delivering thoughtful, holistic advice leading to the best possible outcome for our clientsMaintain regulatory requirements and organizational standardsBuild and create a high performance environment in which your team pursues effective and efficient operationsFoster an inclusive work setting using a coaching mindset and behavioursDo You Have The Skills5+ years of experience in the investment industry (Wealth Management/Financial Services)Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)CIRO Supervisor LicenseA coaching mindset with experience communicating a business strategyKnowledge of Microsoft Office systemsPrevious management experience considered an assetStrong problem solving and interpersonal skillsWhats 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 thinkers.An organization committed to making a difference in our communities– for you and our clients.An inclusive working workplace that encourages creativity, curiosity and celebrates success.Learning and Development – free access to Scotia Academy to upskill and develop your skillsLocation(s): Canada : Alberta : Calgary
📌 Scotiamcleod Assistant Branch Manager - Calgary
🏢 Scotia Wealth Management
📍 Calgary