Wealth Branch Leader: Growth, Strategy & Teams

Scotia Wealth Management; Hamilton; On-site; CAD 110,000 - 160,000; Full time

Benefits offered by this job

Annual incentive plans

Pension plan

Employee share ownership plan

Employee banking rates

Job summary

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks a Branch Manager in Hamilton. You will lead a high-performing team to deliver superior client service and holistic wealth solutions to high net worth clients, while driving growth and branch profitability.

You will develop strategic plans, coach advisors, ensure regulatory adherence, and manage recruitment and operations. A post-graduate degree and CFA are assets; CIRO eligibility is preferred.

Qualifications

• Over 10 years in wealth advisory leadership within the industry.
• MBA or CFA considered asset; advanced business degree preferred.
• Strong leadership, relationship building and ability to drive growth across a branch.

Responsibilities

• Develop and execute branch business plans and growth strategy.
• Lead sales/service management to exceed goals and promote full wealth product suite.
• Oversee branch compliance and regulatory requirements with CIRO guidance.
• Ensure operational effectiveness, recruitment, budgeting, and client experience processes.
• Motivate, coach and develop the branch team and maintain open communication.

Skills

Wealth management

Leadership

Sales management

Strategic planning

Change management

Networking

Team collaboration

Communication

Relationship management

Mentoring and coaching

Education

MBA

CFA designation

Post-graduate business degree

Job description

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks a Branch Manager in Hamilton. You will lead a high-performing team to deliver superior client service and holistic wealth solutions to high net worth clients, while driving growth and branch profitability.

You will develop strategic plans, coach advisors, ensure regulatory adherence, and manage recruitment and operations. A post-graduate degree and CFA are assets; CIRO eligibility is preferred.