Practice Management Consultant, Scotia Financial Planning Team : Eastern Canada
montreal, Canada 5 days ago
Job Description
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture.
As a Practice Management Consultant, you are a member of Scotia Securities Inc. focused on providing practice management and product strategy support to a territory of a Financial Planner on the Scotia Financial Planning Team. In this role your primary responsibility will be toconsult with Investment Specialists, improving skills and implementing industry best practices to improve employee experience, quality of advice,and drive incremental AUM growth.
Is this role right for you? In this role you will:
typedisc:
:
Be the designated subject matter expert for practice management, and the Scotia Financial Planning Team's product strategy supporting a territory of Financial Planners.
:
Be results:driven by taking a proactive approach to discover Financial Planner's needs, listening to understand,identify Financial Planner skill gaps and delivering value to their business.
:
Conduct consultations and facilitate skill builds with Financial Planners of varying tenure supporting their knowledge of financial markets, investment fundamentals inc. tools and mutual fund solutions.
:
Act as the key conduit between Financial Planners and the channel's dedicated wholesale support.
:
Share insights and observations collected while interacting with Financial Planners with the Director, National Lead to assist with ongoing strategic implementations.
:
Demonstrate a collaborative approach withFinancial Planners to support complex customer acquisition/retention strategies.
:
Be highly engaged with Regional Managers and Regional Vice President collaborating to ensure territory coverage delivers on business leadership needs.
:
Refine and execute a focused business plan/segmentation model in the pursuit of incremental AUM growth
:
Work collaboratively with business line partners (Inside Sales, Product, Dealer, and communication) to provide two:way insights into business needs.
Do you have the skills that will enable you to success in this role? Wed love to work with you if you have:
typedisc:
:
Proven ability to deliver customer centric business growth
:
A minimum five years'experience in the distribution of long:term investment solutions
:
A minimum of three years' experience in financial planning, investment distribution.
:
Demonstrated strong relationship management skills
:
Ability to influence constructive customers outcomes without line leadership authority
What's in it for you?
typedisc:
:
A competitive compensation and benefits package tailored for the Practice Management Consultant role.
:
Ability to make a lasting impact on territory of Financial Planners.
:
An inclusive culture where we value and recognize our employees'contributions
:
An organization committed to making a difference in our communities : for you and your customers
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and Frenchas they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English:speaking clientele
LI:AD1
Location(s): Canada : New Brunswick : Moncton Canada : Nova Scotia : Halifax 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 maintainin
Investor Relations and Communications Coordinator
Ontario 16 hours ago
Start Date ASAP Hybrid Work Environment (3 days in office, 2 days remote with flexible hours) Dress Code Business Casual Location Downtown Toronto, Outside of Union Station (TTC and GO accessible) A Great Place to Work Who We Are Kinross is a...
Senior Consultant, Internal Audit (Ottawa)
Ottawa, Ontario 16 hours ago
Job Type:Permanent Work Model:Hybrid Reference code:129535 Primary Location:Ottawa, ON All Available Locations:Ottawa, ON Our Purpose At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people, organizations,...
Senior Manager, Strategy Execution
Canada 16 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. The Senior Manager : International Banking Strategy Execution plays a key role conducting strategic analyses, identifying and...
Senior Financial Advisor (Canada)
Cambridge, Ontario 16 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...
Officer IV, Stock Transfer : Settlements and Clearing (GWO)
Ontario 16 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Purpose: Contributes to the overall success of the Stock Transfer/Settlements and Clearing in Toronto/Canada/GWO ensuring specific...
Registered Nurse : Seeking Experienced Candidates
all locations, Canada 16 hours ago
Req ID: Location: Various Sites and Community:based Locations Throughout Nova Scotia Department:Services and Programs Throughout Nova Scotia Health Type of Employment: Permanent, Assignments, and Casual Relief Opportunities Available Union: Nursing...
Director, Marketing Planning and Regional Growth Initiatives : Montreal, QC
montreal, Canada 16 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. In partnership with the Marketing leadership team and GrowQC / regional leaders, the Director, Marketing Planning and Regional...
ScotiaMcLeod Administrative Associate : Calgary
Calgary, Alberta 16 hours ago
Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring...
Customer Experience Associate : Davis and Leslie Branch, Newmarket (15 hours/week)
newmarket, Canada 16 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 : Langley Financial Centre (18.75 Hours/Week)
Surrey, British Columbia 16 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place...