Senior Manager, Financial Advisor, Investment & Retirement - Ontario Region

Requisition ID: 276758

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

This Senior Manager, FAIR role supports the all of Ontario Region and requires extensive travel throughout Ontario markets and working with various business line partners. This role works closely with both the Senior Leadership team in Ontario Region, National FAIR team and multiple business line partners.

Reporting to the Regional Vice President, with a dotted line the National Lead FAIR strategy, the successful incumbent will strategically partner with regional leadership to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market. The Sr. Mgr. FAIRs will have responsibility for coaching the team of FAIRs, increasing the Advice+ results, supporting recruitment and retention of the team of specialists, creating strategic plans to deliver on the business results for the FAIR team, while adhering to Global Sales Principles, compliance and regulatory requirements. The successful incumbent will be an impactful sales leader who will leverage their influencing and relationship building skills to drive results and to establish this role within the region.

The Senior Manager FAIRs will be accountable for the following elements of sales management, including:

• Leading business development strategies, incl. specific market/customer segmentation and planning
• Delivery of coaching, and training
• Recruitment & retention of FAIRs in partnership with Branch Managers and other key stakeholders

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

• Leads the execution of sales management strategies and initiatives for the assigned market area by supporting the execution of the FAIR value proposition and focus on ADVICE+
• Provides insight and coaching to the FAIRs in support of their business development activities; conducts regular reviews of customer Advice+ plans completed by FAIRs, providing feedback and coaching on investment recommendations
• Responsible for regular and detailed reporting on sales management outcomes, both at a Regional and District level. This includes pipelines, investment statement acquisition, contact management, assigned book penetration and Advice+ outcomes.
• Collaborates extensively with DVPs, Branch Managers, ASE Coaches, IFC, Mutual Funds Distribution, and other partners across multiple districts on business development & COIs
• Coordinates training, skill builds, bi-weekly pipeline calls, client events with the FAIRs and partners across the Region to increase their business development tactics and deliver on revenue for the Bank
• Partners with the Branch Managers, to conduct regular assessment of performance, including R&R, action plans and development opportunities where applicable. The Branch Manager remains the primary coach for performance purposes.
• Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment. Responsible for the recruitment (build internal pipeline and prospect external candidates) and retention of the FAIRs across the Region by communicating vison & strategy and managing succession and development planning for the FAIR team.
• Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Post-secondary education in Business or related field
• Mutual Fund License, Financial Planning Designation (PFP or CFP)
• 5+ years of experience in the investment industry, with strong Advice+ knowledge
• Experience working with multiple wealth management partners is an asset
• Expert sales management skills and advanced knowledge of sales techniques and prospecting
• Proven networking, and client acquisition with the ability to influence and motivate others
• Ability to cultivate and maintain strong relationships with both internal and external partners
• Ability to establish & maintain a client-focused sales culture, through expert knowledge of client experience drivers
• Strong verbal and written communication skills
• Strong knowledge of competitive and proprietary offerings, market trends, &economic conditions

What's in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet the business when it's convenient for them.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional experience.
• A work culture that promotes diversity, respect, and inclusion.

Location(s): Canada : Ontario : Toronto || Canada : Alberta : Calgary || Canada : British Columbia : Vancouver || Canada : Nova Scotia : Halifax || Canada : Ontario : Hamilton

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.