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Regional Manager, MD Wealth - Montreal, QC

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Requisition ID: 207918

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work flexibility, but also endorses it. A place where diversity and inclusion and a commitment to employee health and wellbeing are part of the corporate DNA. A job that is more than a job – allowing you to make a meaningful contribution to the welfare of some of the hardest working Canadians we know – physicians. If not only what you do but who you do it for matters, consider this opportunity to join our exceptional team of professionals committed to making a difference to those on the front lines of Canadian healthcare.

Reporting to the Regional Head, the Regional Manager is primarily responsible for the supervision and performance management of advisors to ensure the adoption, sustainment and effective use of contact and sales planning tools.

The Regional Manager will lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Partner with the Regional Head to create, develop and maintain high-performing sales teams. You will lead regional employees in the implementation and adoption of new products and sales initiatives, ensuring an optimal employee and client experience as well as leading reward and recognition activities within the region

Is this role right for you? In this role you will:

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  • Play a key role in identifying appropriate team-based solutions and work in conjunction with the Region Head and sales teams to identify tactics to address productivity deficiencies.
  • Ensure compliance to MD standards, policies and procedures, as well as identifying and implementing applicable action plans to address deficiencies will be a primary focus as will managing escalated client complaints in a timely and customer-focused manner.
  • Direct day-to-day activities in a manner consistent with the Bank's risk culture and the relevant risk appetite statement and limits. Communicates the Bank's risk culture and risk appetite statement throughout their teams.
  • Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Build a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Build a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team

Education/Experience

  • The ideal candidate will possess a minimum of 7 years' experience in the financial services industry in a leadership coupled with a university degree.
  • Pl.Fin designation
  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook for Securities Industry Professionals (CPH)
  • Life Licensed Qualification Program (LLQP) Insurance of persons and Group insurance of persons (Including the 6 and 12 weeks probationary period)
  • Branch Manager License
  • In addition to having a breadth and depth of financial services product knowledge, you are also experienced with MS Office applications.

Do you have the skills to enable you to be successful in this role? We would love to work with you if:

  • You are an outstanding communicator. You actively listen and tailor your responses accordingly based on audience needs and expectations.
  • Have knowledge of the healthcare / medical environment would be an important asset.

  • You're a proven relationship builder. You use your strong networking skills to effectively develop optimal relationships with internal and external business partners.
  • You have demonstrated consultative selling skills with an innate ability to close the deal.
  • You have the confidence and capability to work independently but also enjoy the collaborative process and look forward to partnering with other team members to identify and implement the best solution possible
  • You have the demonstrated ability to present in front of large group and facilitate group conversations.
  • You thrive in an ever-changing environment and are able to effectively multitask to prioritize the complex demands of multiple stakeholders, while being able to address situations through crucial conversations.
  • You are comfortable in an agile work environment.
  • Your employees are engaged, satisfied and on the path to attaining both their professional objectives and developmental goals.
  • You are constantly learning and honing your skills.
  • You are technology savvy and endeavour to find new and exciting ways to use technology in the servicing of your client.
  • You feel rewarded and recognized in a way that inspires you to do your best work.

Why MD?

  • We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
  • We believe an inclusive and diverse work environment makes for happy and productive employees.
  • We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
  • We know that financial security is important to you and we're here to help – competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
  • We realize time away to recharge is a non-negotiable – we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you're able to take time off without worrying about your clients.
  • We understand that cost-effective banking solutions mean more money in your pocket – through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
  • We love discounts. Through the WorkPerks program, as an employee of MD you'll have access to thousands of discounts with various vendors across Canada.

"In accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English"

Location(s): Canada : Quebec : Montreal

Scotiabank 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 click here. 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.

Numéro de concours: 207918

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