At a Glance
- Tasks: Lead a team of Financial Advisors to drive investment and retirement strategies across Ontario.
- Company: Join Scotiabank, a leading bank committed to diversity and inclusion.
- Benefits: Enjoy flexible hours, career development resources, and a supportive work culture.
- Other info: Dynamic role with extensive travel and collaboration opportunities across various business lines.
- Why this job: Make a real impact in the financial industry while growing your leadership skills.
- Qualifications: Post-secondary education, 5+ years in investment, and strong sales management skills required.
The predicted salary is between 119944 - 146598 $ per year.
This role supports the Ontario Region and requires extensive travel throughout Ontario markets while working with various business line partners. 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
The Senior Manager FAIRs will be accountable for the following elements of sales management:
- Leading business development strategies, including specific market/customer segmentation and planning
- Delivery of coaching and training
- Recruitment & retention of FAIRs in partnership with Branch Managers and other key stakeholders
In this role, you will:
- Lead the execution of sales management strategies and initiatives for the assigned market area
- Provide insight and coaching to the FAIRs in support of their business development activities
- Be responsible for regular and detailed reporting on sales management outcomes
- Collaborate extensively with DVPs, Branch Managers, ASE Coaches, and other partners across multiple districts
- Coordinate training, skill builds, bi-weekly pipeline calls, and client events with the FAIRs
- Partner with Branch Managers to conduct regular assessments of performance
- Build a high-performance environment and implement a people strategy that attracts, retains, develops, and motivates their team
- Create an environment for effective and efficient operations while ensuring adherence to business controls
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
- Expert sales management skills and advanced knowledge of sales techniques
- Proven networking and client acquisition abilities
- Ability to cultivate and maintain strong relationships with both internal and external partners
- Strong verbal and written communication skills
- Strong knowledge of competitive and proprietary offerings, market trends, and economic conditions
What’s in it for you?
- An entrepreneurial culture with the freedom to develop your career
- A fast-paced, flexible work environment
- Access to leading-edge resources to support your growth
- A partnership with our branches and access to Scotia Global Asset Management
- A work culture that promotes diversity, respect, and inclusion
Senior Manager, Financial Advisor, Investment & Retirement – Ontario Region in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
