22 Oct
|
Scotiabank
|
Toronto
22 Oct
Scotiabank
Toronto
This Senior Manager, FAIR role supports the all of Ontario Region and requires extensive travel throughout Ontario markets and working with various business line partners. This role works closely with both the Senior Leadership team in Ontario Region, National FAIR team and multiple business line partners.
Reporting to the Regional Vice President, with a dotted line the National Lead FAIR strategy, the successful incumbent will strategically partner with regional leadership to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market. The Sr. Mgr. FAIRs will have responsibility for coaching the team of FAIRs, increasing the Advice+ results, supporting recruitment and retention of the team of specialists, creating strategic plans to deliver on the business results for the FAIR team, while adhering to Global Sales Principles, compliance and regulatory requirements. The successful incumbent will be an impactful sales leader who will leverage their influencing and relationship building skills to drive results and to establish this role within the region.
The Senior Manager FAIRs will be accountable for the following elements of sales management, including:
- Leading business development strategies, incl. specific market/customer segmentation and planning
- Delivery of coaching,
and training
- Recruitment & retention of FAIRs in partnership with Branch Managers and other key stakeholders
Is this role right for you? In this role, you will:
- Leads the execution of sales management strategies and initiatives for the assigned market area by supporting the execution of the FAIR value proposition and focus on ADVICE+
- Provides insight and coaching to the FAIRs in support of their business development activities; conducts regular reviews of customer Advice+ plans completed by FAIRs, providing feedback and coaching on investment recommendations
- Responsible for regular and detailed reporting on sales management outcomes, both at a Regional and District level. This includes pipelines, investment statement acquisition, contact management, assigned book penetration and Advice+ outcomes.
- Collaborates extensively with DVPs, Branch Managers, ASE Coaches, IFC, Mutual Funds Distribution, and other partners across multiple districts on business development & COIs
- Coordinates training, skill builds, bi-weekly pipeline calls, client events with the FAIRs and partners across the Region to increase their business development tactics and deliver on revenue for the
📌 Senior Manager, Financial Advisor, Investment (Toronto)
🏢 Scotiabank
📍 Toronto