Senior Manager,Financial Advisor,Investment & Retirement Job Toronto area,Ontario Canada,Finance & Banking

Is this role right for you?

In this role, you will:

Leads the execution of sales management strategies and initiatives for the assigned market area by supporting the execution of the FAIR value proposition and focus on ADVICE+

Provides insight and coaching to the FAIRs in support of their business development activities; conducts regular reviews of customer Advice+ plans completed by FAIRs, providing feedback and coaching on investment recommendations

Responsible for regular and detailed reporting on sales management outcomes, both at a Regional and District level. This includes pipelines, investment statement acquisition, contact management, assigned book penetration and Advice+ outcomes.

Collaborates extensively with DVPs, Branch Managers, ASE Coaches, IFC, Mutual Funds Distribution, and other partners across multiple districts on business development & COIs

Coordinates training, skill builds, bi-weekly pipeline calls, client events with the FAIRs and partners across the Region to increase their business development tactics and deliver on revenue for the Bank

Partners with the Branch Managers, to conduct regular assessment of performance, including R&R, action plans and development opportunities where applicable. The Branch Manager remains the primary coach for performance purposes.

Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment. Responsible for the recruitment (build internal pipeline and prospect external candidates) and retention of the FAIRs across the Region by communicating vison & strategy and managing succession and development planning for the FAIR team.

Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

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

Post-secondary education in Business or related field

Mutual Fund License, Financial Planning Designation (PFP or CFP)

5+ years of experience in the investment industry, with strong Advice+ knowledge

Experience working with multiple wealth management partners is an asset

Expert sales management skills and advanced knowledge of sales techniques and prospecting

Proven networking, and client acquisition with the ability to influence and motivate others

Ability to cultivate and maintain strong relationships with both internal and external partners

Ability to establish & maintain a client-focused sales culture, through expert knowledge of client experience drivers

Strong verbal and written communication skills

Strong knowledge of competitive and proprietary offerings, market trends, &economic conditions

What’s in it for you?

An entrepreneurial culture with the freedom to develop your career.

A fast-paced, flexible work environment where you can set your own hours and meet the business when it’s convenient for them.

Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional experience.

A work culture that promotes diversity, respect, and inclusion.

Senior Manager, Financial Advisor, Investment & Retirement