Ontario Wealth Management Insurance Leader
Scotiabank
Drive Ontario’s Total Wealth agenda in Toronto through insurance leadership, advisor engagement, and disciplined business development across Scotia Wealth.As Regional Director, Central Canada, you will lead a highly skilled senior insurance team and strengthen relationships with advisors, relationship managers, and business leaders. You will promote wealth insurance solutions, facilitate training, improve sales management, and help deliver financial planning results. The role requires strategic and change leadership.Key Responsibilities:
Develop relationships across advisors and business linesBuild awareness of Wealth Insurance capabilities and solutionsFacilitate regional training and educational sessionsIntegrate Total Wealth Planning into coaching activitiesAddress roadblocks affecting solution positioning and implementationRequirements:
More than 10 years’ financial services or wealth management experienceStrong change management and execution capabilitiesKnowledge of financial planning or insurance solutionsClient-facing experience is an assetCFP, PFP, CLU, CSC, or insurance license is an assetUse advisor engagement, insurance knowledge, and change leadership to advance Scotia Wealth’s Total Wealth offering throughout Ontario.
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Develop relationships across advisors and business linesBuild awareness of Wealth Insurance capabilities and solutionsFacilitate regional training and educational sessionsIntegrate Total Wealth Planning into coaching activitiesAddress roadblocks affecting solution positioning and implementationRequirements:
More than 10 years’ financial services or wealth management experienceStrong change management and execution capabilitiesKnowledge of financial planning or insurance solutionsClient-facing experience is an assetCFP, PFP, CLU, CSC, or insurance license is an assetUse advisor engagement, insurance knowledge, and change leadership to advance Scotia Wealth’s Total Wealth offering throughout Ontario.
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Vacancy posted 1 hour ago
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