Practice Management Consultant, Scotia Financial Planning Team - Eastern Canada

Scotiabank; Montreal; On-site; CAD 85,000 - 120,000; Full time

Job summary

A leading financial institution seeks a Practice Management Consultant to support a territory of Financial Planners by providing guidance on practice management and product strategy. This role involves identifying needs, conducting consultations, and collaborating with internal teams to drive asset growth, all within an inclusive and diverse organizational culture.

Benefits

Competitive compensation and benefits package

Opportunity to impact a large territory of Financial Planners

Inclusive culture that values contributions

Commitment to community involvement

Qualifications

• 5+ years experience in distributing long-term investment solutions.
• Minimum 3 years in financial planning.
• Fluency in English and French required.

Responsibilities

• Support Financial Planners with practice management and product strategy.
• Conduct consultations and skill-building sessions.
• Develop business plans to achieve AUM growth.

Skills

Relationship Management

Customer-Centric Growth

Consultation Skills

Influence Without Authority

Job description

Requisition ID: #

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

Role Overview

As a Practice Management Consultant at Scotia Securities Inc., you will support a territory of Financial Planners by providing practice management and product strategy guidance. Your main responsibilities include consulting with Investment Specialists, enhancing skills, and implementing best practices to improve employee experience, advice quality, and drive AUM growth.

Key Responsibilities

1. Serve as the subject matter expert for practice management and product strategy supporting Financial Planners.
2. Proactively identify Financial Planners’ needs, address skill gaps, and deliver value to their business.
3. Conduct consultations and skill-building sessions covering financial markets, investment fundamentals, tools, and mutual fund solutions.
4. Act as the liaison between Financial Planners and wholesale support channels.
5. Share insights with leadership to support strategic initiatives.
6. Collaborate with Financial Planners to support customer acquisition and retention strategies.
7. Engage with Regional Managers and VPs to ensure territory coverage meets business objectives.
8. Develop and execute a focused business plan to achieve AUM growth.
9. Partner with internal teams (Sales, Product, Communications) to align business needs.

Qualifications

1. Proven ability to drive customer-centric business growth.
2. At least 5 years of experience in distributing long-term investment solutions.
3. Minimum 3 years in financial planning and investment distribution.
4. Strong relationship management skills.
5. Ability to influence outcomes without direct authority.

Benefits

1. Competitive compensation and benefits package.
2. Opportunity to impact a large territory of Financial Planners.
3. Inclusive culture that values contributions.
4. Organization committed to community involvement.

Note: The successful candidate must communicate fluently in English and French, as per a language needs assessment, to serve English-speaking clients and collaborate with head office teams.

Locations: Moncton NB, Halifax NS, Montreal QC

Scotiabank is committed to diversity and inclusion. Accommodations are available upon request during the recruitment process.

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