Job Description
Join Scotia Financial Planning as a Regional Manager in Ottawa, Ontario, where you'll enhance client relationships and drive team success. Oversee a group of Financial Planners and business development practices.
Your role involves managing a team dedicated to investment opportunities for the affluent market. You’ll implement coaching and training programs while ensuring compliance with regulatory standards. Mentor your Financial Planners as they navigate individual business plans and achieve strategic growth.
Key Responsibilities:
• Lead execution of key business development initiatives
• Conduct performance management and team recruitment
• Support Financial Planners with ongoing coaching
• Develop relationships and partnerships within Wealth Management
• Ensure compliance and risk management protocols are met
Requirements:
• Business-related post-secondary education
• Minimum 5 years in investment industry experience
• Relevant Financial Planning Des...
Your role involves managing a team dedicated to investment opportunities for the affluent market. You’ll implement coaching and training programs while ensuring compliance with regulatory standards. Mentor your Financial Planners as they navigate individual business plans and achieve strategic growth.
Key Responsibilities:
• Lead execution of key business development initiatives
• Conduct performance management and team recruitment
• Support Financial Planners with ongoing coaching
• Develop relationships and partnerships within Wealth Management
• Ensure compliance and risk management protocols are met
Requirements:
• Business-related post-secondary education
• Minimum 5 years in investment industry experience
• Relevant Financial Planning Des...