Job Description
Drive success as a Regional Manager in Wealth Management at Scotiabank Ottawa. Lead your Financial Planner team to achieve client-focused business development goals while ensuring compliance.
This mobile role requires hands-on leadership to promote a culture of excellence and recruitment among Financial Planners. As a seasoned professional with 5+ years in the wealth management sector, you will guide your team in executing market strategies while adhering to Global Sales Principles.
Key Responsibilities:
• Direct the execution of Financial Planner strategies
• Support recruitment and talent management
• Analyze business development performance
• Foster relationships with internal leaders and partners
• Manage compliance and regulatory adherence
Requirements:
• Post-secondary education in Business or related field
• Financial Planning Designation and Mutual Fund License
• 5+ years’ experience in investment management
• Expertise in sales and business ...
This mobile role requires hands-on leadership to promote a culture of excellence and recruitment among Financial Planners. As a seasoned professional with 5+ years in the wealth management sector, you will guide your team in executing market strategies while adhering to Global Sales Principles.
Key Responsibilities:
• Direct the execution of Financial Planner strategies
• Support recruitment and talent management
• Analyze business development performance
• Foster relationships with internal leaders and partners
• Manage compliance and regulatory adherence
Requirements:
• Post-secondary education in Business or related field
• Financial Planning Designation and Mutual Fund License
• 5+ years’ experience in investment management
• Expertise in sales and business ...