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Director and Team Lead, Private Banking

edmonton, Canada 2 days ago

Job Description

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Purpose: The Director and Team Lead is responsible for the overall achievements of a team of Private Bankers and Associates in Canada, including the team's overall business development activities, financial results, effective client service delivery, strong risk management practices and distribution of workload. The team specializes in working with high and ultra:high net worth clients and building working relationships with their network of Wealth and other advisors. The Director and Team Lead is the primary business development role within the team who develops internal and external marketing strategies that engage high net worth prospects and fosters close relationships with Scotiabank partners/channels to generate referral business. The incumbent is responsible for team level strategy, development of skills and product knowledge to provide a wide array of deposit and lending solutions, including conventional retail products, customized margin, insurance and real estate financing and hedging strategies. The incumbent possesses advanced knowledge of customized lending, risk management and broader wealth management solutions. The position is tasked with ensuring the team retains and deepens existing client relationships in addition to meeting new client acquisition objectives. What you will be doing: Drive business development, maintaining a strong market profile with assigned partners and business channels: : Managing a team of Private Bankers and Associate towards achievement of team financial, developmental and other goals. : Negotiating the team's financial and other performance objectives. : Actively market customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management. : Developing and executing new business strategies at the team level to attract and retain high net worth clients. : Develop client management plans and make referrals that result in deeper client relationships. : Develop an in:depth understanding of client needs and proactively make referrals to: Private : Investment Counsel, ScotiaTrust, ScotiaMcLeod, Commercial and Retail Bank. : Conducting selling:skills coaching and other training to support team objectives. : Identifying prospects and referrals from internal and external networks / COIs. : Maintaining a strong prospect sales pipeline, conducting sales calls and qualification of opportunities based on effective due diligence. Coaching to convert sales opportunities to closed business. : Engaging and informing client management partners as to changes in client information and priorities. Provide Sales Management leadership to a team by: : Leading, coaching and motivating sales team to achievement of profit plan. : Builds 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. : Developing and obtaining agreement on individualized development plans to close any competency gaps. : Broadening knowledge base to ensure sales teams have all service and credit capabilities necessary to promote same to existing and prospective clients. : Determining the assignment of client relationships and allocation of account loads : Using observational and results:based coaching to ensure the team achieves key financial and developmental goals including executing new client acquisition strategies, identification of additional wealth/banking opportunities and retention of existi

Senior Financial Advisor : Sherway Gardens, Etobicoke, ON

etobicoke, Canada 6 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role What your role will be... Senior Financial Advisor At Scotiabank we help employees build their futures : where they...

Business Advisor : Kamloops (Future Opportunities)

vernon, Canada 6 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role Our Business Advisors (BA) are customer:centric and able to connect with people in a relatable way. As an essential...

Events and Communications Officer (TERM)

Ontario 7 hours ago
Date Posted: 05/07/2025 Req ID: 42842 Faculty/Division: Faculty of Law Department: Faculty of Law Campus:St. George (Downtown Toronto) Position Number: Description: About us: The Faculty of Law is one of the oldest professional faculties at the...

Customer Experience Associate : Quartier Dix30, QC (30 hours/week)

Brossard, Quebec 7 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place...

Financial Advisor Trainee : Terra Losa Centre, Edmonton, AB

edmonton, Canada 7 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role What your role will be... Financial Advisor At Scotiabank we help employees build their futures : where they can be...

Customer Experience Associate : No.5 and Bridgeport Branch (Casual)

British Columbia 7 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place...

Manager, Business Operations

Ontario 7 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Purpose As a member of the National Sales Management team the Manager, Business Operations is expected to contribute to building...

Manager, Project Support: Global Finance Reporting

Ontario 7 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. We are seeking a highly organized and detail:oriented Project Support Manager to join our Global Finance Strategic Initiative team....

Customer Experience Associate : Laurier Centre, Milton (18.75 hours/week)

milton, Canada 7 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place...

Receiving Inspector

Cambridge, Ontario 7 hours ago
The world isn't standing still, and neither is ATS Life Sciences : We don't follow the trends. We set them Are you interested in being part of a team that makes a difference? Join our growing ATS Life Sciences Systems team a division of ATS...