Regional Head, Eastern Canada Region - MD Wealth

MD Financial Management | Gestion financière MD; Montreal; On-site; CAD 50,000 - 250,000; Full time

Job summary

An established industry player is seeking a dynamic Regional Head for Eastern Canada. This pivotal role involves leading a high-performing team, driving client relationships, and ensuring compliance with banking standards. The successful candidate will foster an inclusive culture, inspire commitment, and champion change within the organization. With a strong focus on business growth and client satisfaction, this position offers a unique opportunity to make a significant impact in the financial services sector. If you're a strategic leader with a passion for excellence and client engagement, this role is perfect for you.

Qualifications

• CIRO licensed as a Registered Representative including completion of the Canadian Securities Course.
• Life License (LLQP) is required, especially in Quebec.
• CFP designation is considered an asset.

Responsibilities

• Lead and drive a customer-focused culture to deepen client relationships.
• Achieve business growth results through management of sales and service activities.
• Coach and develop team members to enhance client relationships.

Skills

Leadership Skills

Networking Skills

Client Relationship Management

Change Management

Public Speaking

Business Acumen

Organizational Skills

Team Motivation

Education

CIRO Licensed as Registered Representative

Life License (LLQP)

Certified Financial Planner (CFP)

Job description

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Requisition ID: 224550

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

The Region Head provides leadership and direction to achieve overall sales and performance objectives. This senior leader is responsible for the implementation of MD strategies, processes and disciplines to achieve the organizations financial and client objectives.

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

• Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Creates an environment in which his/her team pursues effective and efficient operations of his/her 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.
  
  

Core Individual Responsibilities:

• Achieve business growth results through management of all sales and service activities
• Coach and develop team members to capitalize on deepening the relationship of all MD clients
• Active involvement in opportunities to profile MD within the medical community, governments (PTMAs) and other Centres of Influence.
• Participate in and lead change initiatives
• Provide guidance to Regional teams to collaborate on delivering a differentiated client experience for all MD clients
• Manage compliance to adhere to Scotiabank and MD standards, policies and procedures and ensure all aspects of risk are effectively managed.
• Lead partnering with Scotia Wealth and Scotiabank to leverage referral and growth opportunities within the Region
• Handle escalated client complaints to ensure a satisfactory outcome for all parties.
• Ensure appropriate reward and recognition activities are implemented within the Region.
• Accountable for creating, developing and maintaining high performance sales teams
• Develop active working relationships with National Peers to enhance sales results and share best practices
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
• Create an environment in which his/her team pursues effective and efficient operations of his/her 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.
• Build 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 vision/values/business strategy; and, managing succession and development planning for the team.
  
  

Core Team Responsibilities:

• Provide leadership to enhance the client experience through embedding the sales and service management methodology to all the employees of the region.
• Lead and influence the team to share best demonstrated practices amongst themselves and with other regions.
• Validate and approve transition of client assignments as they move through segments.
• Monitor the development and execution of client contact models and annual service plans.
• Assist regional staff in conducting financial planning seminars and information meetings for members and Centres of Influence
  
  

Education and Professional Experience:

• CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90- day training; Wealth Management Essentials (post-licensing requirement)
• Life License (LLQP) (In QC, insurance licensing in Group Annuity Plans)
• Supervisor-Branch Manager Course
• The Certified Financial Planner (CFP) (Pl.Fin in Quebec) designation is considered an asset.
  
  

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

• Stewardship of client experience.
• Ability to execute and champion change.
• Strong leadership skills and managerial courage.
• Strong networking skills, able to effectively develop relationships with internal business partners.
• Ability to inspire commitment and teamwork.
• Excellent verbal, written and interpersonal skills; polished, professional, and effective public speaker.
• Strong work ethic and result oriented.
• Highly organized and self-motivated.
• Strong business acumen and marketing skills.
• Professional, calm under pressure, honest and reliable.
  
  

Travel is required for this role particularly throughout the Eastern Canada Region

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

Location(s): Canada : Quebec : Montreal || Canada : Quebec : Quebec

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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