Regional Director, Private Banking - Montreal, Qc

Scotiabank; Montreal; On-site; CAD 180,000 - 240,000; Full time

Job summary

Scotiabank is seeking a Regional Director, Private Banking in Montreal to lead a portion of the Private Banking business, aligning strategies with company objectives and regulatory requirements.

The role drives sales management, client relationships, and cross-functional collaboration with other Scotiabank Groups to achieve profit goals while maintaining a client-centric operating model. Strong leadership and English/French fluency are required.

Qualifications

• 10+ years in Banking with lending experience.
• 5+ years leading large teams (10+ employees).
• Knowledge of Canada’s financial services marketplace and regional markets.
• Strong analytical, planning and negotiation skills.
• Fluent in French and English.

Responsibilities

• Design and execute short and medium-term initiatives to position Scotiabank in the market.
• Lead sales management strategies and implement tactical plans for the Team Leads to support Private Banking objectives.
• Motivate teams and drive the overall profit plan goals.
• Coordinate with internal partners to meet objectives and resolve issues.
• Support a client-centric sales culture and regional operating model.
• Direct initiatives/projects ensuring cross-partner involvement and timely execution.

Skills

Leadership

Strategic planning

Financial acumen

Stakeholder management

Analytical skills

Bilingual English/French

Job description

Title: Regional Director, Private Banking - Montreal, Qc

Requisition ID: 268825
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose
Leads and oversees a portion of the Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures.

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

• Support the design and development of short and medium-term initiatives to successfully position Scotiabank within the market to achieve business objectives


• Execute sales management strategies and lead the implementation of tactical plans for the assigned Team Leads, to support the Private Banking and Regional strategy and business objectives by:
  
  
  
  • Motivating and focusing the efforts of the assigned Team Leads
  
  
  • Leading the sales effort to achieve the overall profit plan goals
  
  
  • Resolving issues/negotiating compromises between team members and partners from other Scotiabank Groups (e.g. Global Risk Management, Shared Services Business Service Centre, Global Banking Markets, Global Business Payments, Global Wealth Management, Retail & Small Business Banking, etc.) to meet objectives/overcome obstacles, guiding team members to alternatives if required;
  
  
  
  


• Support the sustainment and evolution of a client-centric sales culture and operating model within the Region


• Conducting key sales and service management activities within the Region, including scheduling, setting the agenda for and preparing content for regional/team GTBs, including partners as appropriate. Preparing and managing content for regional team meetings;


• Evaluating, recommending and coordinating customer Net Promotor Score (NPS) initiatives within the Region in support of continuous improvement and increased client loyalty;


• Supporting the execution of client segment migration strategies within the region, and in communicating these strategies to affected stakeholders


• Ensures the customer portfolio assigned to the Team receives ongoing attention to improve and retain relationships


• Maintains a high profile within the assigned Region with both internal and external contacts


• Provides direction, guidance and support to members of the Regional PB Banking team and, as required, customers and business partners within the region


• Direct the implementation of initiatives / projects in support of the business objectives by:
  
  
  
  • Ensuring all key internal business partners are participants in the process at the appropriate stage and level
  
  
  • Coordinating activities and liaising with team members to ensure objectives are accomplished within prescribed timeframes and funding parameters
  
  
  • Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  
  
  • Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.
  
  
  
  

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• 10+ years in Banking with specific experience in lending


• 5+ years of experience leading large teams (10+ employees)


• Experienced in building and implementing strategy


• Requires thorough knowledge of Canada’s financial services marketplace and a detailed understanding of their Region’s market areas and competitive positioning within those markets. To complement this knowledge a thorough understanding of the Domestic Banks objectives, strategies and structures is required.The ability to build and maintain business relationships is essential, along with the ability to negotiate, influence and persuade others. They must possess tactical planning, execution and organization skills.


• To support the RVP on initiatives / proposals the incumbent needs to understand the value of research and analysis to support / identify issues and solutions. Overall strong analytical skills


• In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SWM

Location(s): Canada : Quebec : Montreal
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.