Scotiabank
Job title:
Regional Director, Total Wealth Planning & Insurance – Eastern Region
Company
Scotiabank
Job description
Requisition ID: 210213Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job PurposeThe Regional Director, Eastern Canada plays a key role in the execution of Canadian Wealth Management’s strategy by leading the delivery of Total Wealth Planning (TWP) and Canadian Wealth Insurance Services across Quebec and Atlantic Canada. The Regional Director is a member of the TWP and Insurance leadership team, helping to transform and elevate wealth management’s financial planning and insurance offering. The Regional Director is a strong people leader and manager, responsible for attracting and retaining top talent and coaching their team to meet the needs of clients and internal partners.As the leader of this team, the Regional Director will ensure that specialist coverage is robust and that stakeholders are being well-supported in growing and deepening client relationships. The incumbent will work closely with regional and local business line leaders and the rest of the TWP and Insurance leadership team, to drive engagement and awareness of financial planning and insurance solutions and to support the growth of Canadian Wealth Management across the region.Key AccountabilitiesStrong people and business leader including:Leading team through a period of change given Canadian Wealth Management’s growing focus on financial planning and insuranceLeading, coaching, and motivating the team to exceed nationally-defined goals and business plans and recognizing/rewarding performance excellenceEngaging in group and individual discussions with team members to identify and help solve obstacles, challenges, and needs, and to share key themes with the rest of the leadership teamEncouraging the effective use of tools that can be used to properly track pipeline of engagements and provide accurate reporting around activities and forecastingManaging the territory coverage within the region, ensuring the business lines are well-supported and identifying any gaps or disparities and making recommendations around how to address themCoordinating with other Regional Directors, Client Solutions and the leadership team to integrate relevant technical knowledge into their coaching and sales management activitiesPreparing and managing a regional profit plan that aligns to the broader Client Solutions annual profit planning exerciseManaging the recruitment and onboarding of new specialists, including terms of employment, administrative requirements, real estate, and any other necessary supportEffective member of Total Wealth Planning and Insurance leadership team by:Helping to shape the strategic direction of Total Wealth Planning and InsuranceTaking ownership of national initiatives related to the promotion, delivery, and support of Client SolutionsParticipating in strategic discussions with the rest of the leadership team, that lead to the formulation, development, and implementation of business initiativesDrive engagement of advisors and relationship managers around the Total Wealth Evolved offering by:Developing strong relationships with advisors, relationship managers, Branch Managers, and Regional Directors across the business linesCreating awareness within the region around the Total Wealth Evolved offering and the breadth and depth of capabilities within the Client Solutions teamFacilitating and/or delivering regional training initiatives and educational sessions aimed at improving employee understanding of our offering and various solutionsHelping local and regional leaders within the business lines to integrate Total Wealth Evolved and Client Solutions capabilities into their sales management and coaching activitiesLead the execution of the Canadian Wealth Management team-based offering by:Fostering and developing a strong team environment that will lead to effective collaboration among team members and other local specialistsMaintaining a strong understanding and working knowledge of all Canadian Wealth Management capabilities and promoting that same level of knowledge amongst the teamEnsuring business processes are followed and that there is strong coordination among specialists in the development and execution of recommendations and delivery of solutionsHelping advisor teams, either directly or through team members, to identify process improvements that will enable them to more effectively position and implement a total wealth approachEngaging business line leaders, where necessary, to address concerns or roadblocks related to the positioning and implementation of total wealth solutionsAchieving desired business results connected to wealth planning engagementsFunctional CompetenciesExpert knowledge of the wealth management and financial services industryProven people leadership and people management skills, with sales leadership being an important assetStrategic thinker who challenges the status quo, setting a positive example for changeStrong change management skills and ability to lead teams through changeProven strategic and tactical planning skills and proven ability to execute against the planKnowledge of financial planning and/or insurance solutions, as well as client-facing experience are an assetSolid understanding of Canadian Wealth Management objectives, strategies and structuresExtensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment, new and existing Financial Planning & Insurance products & strategiesAbility to recruit and retain top talentEducational/Work ExperienceUndergraduate University DegreeOver 15 years of experience in the financial services and/or the wealth management industryIndustry accreditations (CSC, CFP, PFP, CLU, Insurance license) are an asset“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele.”Location(s): Canada : Quebec : MontrealScotiabank is a leading bank in the Americas. 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.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Expected salary
Location
Montreal, QC
Job date
Sun, 10 Nov 2024 06:04:29 GMT
To help us track our recruitment effort, please indicate in your email/cover letter where (un-jobs.net) you saw this job posting.