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Associate Director and Team Lead

Mississauga, Ontario 2 days ago

Job Description

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Job Purpose: The Associate Director and Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team's overall financial objectives. As the Team Lead, the incumbent is responsible for team member development, ensuring that they have the skills and product knowledge to provide a wide array of deposit and lending solutions, including conventional retail products, money market instruments, customized margin financing, hedging strategies, equity monetizations, leveraged insurance products and real estate. The incumbent possesses advanced knowledge of customized commercial lending, risk management, financial products and services, and wealth management solutions. Establishes relationship management and new business acquisition strategies at the team level and grows existing relationships. The incumbent executes marketing plans that foster close working relationships with assigned Scotiabank partner to general referral business from clients and other internal and external channels. Is this role right for you? In this role you will: Drive business development, maintaining a strong market profile, both internally and externally, within the assigned geographic area by: : Managing a team of Private Banker's, Associate Private Bankers and Senior Associates towards achievement of team financial and developmental goals. : Actively marketing 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. : Conducting prospect meetings, skill building sessions, coaching routines to support team objectives : Identifying prospects and referrals from internal and external networks/COIs. : Developing commercial credit proposals for new / existing customers and manage approval process : Identifying referral opportunities to Scotia Private Client Group partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners (Roynat, GTB, International, Scotia Capital, etc.). : Managing the team's new business pipeline and coach to convert sales opportunities to closed transactions. : Maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence. : Negotiating the business unit's goals. : Utilizing the Financial Planning process to develop an in:depth understanding of client needs and serve as a conduit for referrals to the SPCG Team of Experts. : Developing multiple service client relationships based on formalized client strategies. : Engaging and informing the designated Team of Experts 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. : 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 existing high value clients. : Establishing and monitoring performance objec

Events and Communications Officer (TERM)

Ontario 5 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 5 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...

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

British Columbia 5 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 5 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...

Corporate Actions Support Specialist

montreal, Canada 5 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Founded in 1955, Jarislowsky, Fraser Limited is an investment management firm with almost 70 years of experience conducting...

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

milton, Canada 5 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 6 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...

Director Engagement Management, Canadian Banking

scarborough, Canada 6 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. The team: Scotiabank's Global Technology and Enterprise Platform (GTEP), Solutions Integration and Delivery (SI and D) organization...

Provincial Manager, Quality : Cancer Care Program

all locations, Canada 6 hours ago
Click here as an internal applicant. Req ID: Location: ProvincialZone, All Locations Department: CANC Cancer Care Standards Type of Employment: Permanent Hourly FT( 100) x 1 Management/Non UnionP osition Posting Closing Date: 22:May:25 Nova Scotia...

Customer Experience Associate : Dundas and Neyagawa, Oakville (15 hours/week)

Oakville, Ontario 6 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...