National Lead, FAIR Strategy & Execution

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

Join a purpose-driven team at an established industry player, where you will lead the FAIR Strategy & Execution. This role offers the opportunity to drive strategic growth in retail mutual funds distribution while collaborating with various teams to enhance client experiences. You will develop client segmentation strategies, oversee team performance, and implement innovative solutions to maximize retention and investment balances. If you are passionate about creating a high-performance environment and have a strong background in leadership and project management, this position is perfect for you. Embrace the chance to make a significant impact in a dynamic and inclusive workplace.

Qualifications

• 10+ years of relevant work experience in a dynamic environment.
• Proven track record in delivering innovative solutions.

Responsibilities

• Lead a client-focused culture to deepen client relationships.
• Oversee national team performance to meet mutual fund sales goals.

Skills

Interpersonal Skills

Leadership

Influencing Capabilities

Project Management

Presentation Skills

Written Communication

Sales Management

Practice Management Knowledge

Education

Bachelor's Degree

Job description

National Lead, FAIR Strategy & Execution

Requisition ID: 223268

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

Purpose

Drive Scotiabank’s strategic growth in retail mutual funds distribution by supporting the development of the client segmentation strategy, management techniques, and performance metrics. This role will work collaboratively with Canadian Banking’s Retail Performance team, Retail Customer Team, and Global Wealth Management’s Scotia Financial Planning team to ensure alignment and to deliver a holistic ‘specialist advisor’ approach to advice delivery for the Canadian mass affluent client.

The National Lead, FAIR Strategy and Execution will be accountable for the following elements:

• Supporting the development of the client segmentation strategy,
• Performance and metrics,
• Team performance, and
• Recruitment, onboarding, and career pathing.

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

• Lead and drive a client-focused culture throughout your team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Support the development and implementation of a client segmentation strategy to grow Scotiabank’s retail mutual funds market share, collaboratively with Canadian Banking’s Retail Performance, Retail Customer Team, and Scotia Financial Planning leadership.
• In conjunction with the VP of Retail Investment, define and monitor practice management behaviours and techniques to enhance client experience, maximize retention, and grow investment balances.
• Collaborate with Canadian Banking Retail Performance, Sales Practices, and SSI Compliance to influence and inform the design of a FAIR Scorecard and recommend Top Performer criteria.
• Oversee the national FAIRs team performance to meet national mutual fund gross sales goals and develop recognition strategies for top performers.
• Create a recruitment, hiring, and onboarding strategy optimizing national best practices and collaborate with Canadian Banking Retail Performance and Scotia Financial Planning talent acquisition teams.
• Utilize the Small Business Development Management support infrastructure and evaluate the strategic necessity of developing a comparable infrastructure for the FAIR team.
• Create an environment in which your team pursues effective and efficient operations in accordance with Scotiabank’s Values and Code of Conduct.
• Build a high-performance environment and implement a people strategy that attracts, retains, develops, and motivates your team.

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

• Bachelor’s (equivalent or higher) degree
• 10+ years of relevant work experience
• Previous experience in a fast-paced and dynamic environment, managing multiple high-priority projects concurrently.
• Superior interpersonal skills, leadership, and influencing capabilities.
• Proven track record delivering innovative solutions from concept to change management.
• Exceptional presentation and written communication skills.
• Expert sales management skills and advanced practice management knowledge.

Location(s): Canada : Ontario : Toronto

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. 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.

About the company

The Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational banking and financial services company headquartered in Toronto, Ontario.