Wealth Planning Market Lead - Western

Title:

Total Wealth Planning Market Lead - Western Canada

Requisition

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

The Market Lead oversees and leads a team of Total Wealth Planners in a dedicated region/major center. The individual is responsible for the achievement of defined team deliverables/goals as well as coaching the specialists to deliver best‑in‑class plans throughout their region/office. More specifically, the role is responsible for developing in‑market planning engagement strategies, best practices maintaining a plan pipeline in order to generate sustainable and profitable growth in delivered plans.

The incumbent is accountable for coaching, mentoring, and managing the performance of Total Wealth Planners to facilitate the delivery of a high quality, wealth management planning experience to clients to meet their objectives. The incumbent supports collaborative working relationships with other Advisory and SWM colleagues, as well partnering with other Wealth and Bank business lines, with a focus on deepening and broadening our Total Wealth Planning experience as a whole.

The incumbent understands how the Bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures.

• Acting as the central point of contact for an assigned team of Total Wealth Planning specialists, ensuring all aspects of assigned team members receive ongoing coaching and support, as required, to maintain, improve, grow and retain our relationships with advisors and relationship managers
• Providing coaching around the TWP process and solutions that enable client goals by developing and sustaining an intimate and ongoing understanding of client life goals, circumstances, and wealth needs
• Helping the team identify and influence new business opportunities throughout the planning process and help the team develop and enhanced client and advisor experience during all client interactions
• Applying a strong knowledge of Scotiabank, Global Client Solutions and its business & service lines that we offer our clients
• Partnering with all regional and national internal product/service business partners, as required, to ensure that the team has up to date business line information around their offerings and strategies
• Actively listening and seeking team feedback on the delivery of the client planning experience
• Responding and/or escalating client and advisor situations autonomously when they arise and work with the business line’s National Director and/or other TWP business line leaders and HR/ER when needed
• Frequent travel to visit local offices and meet with partners is required

• Serving as the primary leadership contact for Total Wealth Planning within the assigned market.
• Developing and managing business plans, including planner targets and business development strategies for advisors within the context of nationally defined business plans
• Managing and maintaining a planning pipeline and engaging in effective follow‑up with stakeholders such as local Total Wealth Managers for any unsuccessful plan deliveries and spotted opportunities
• Building and maintaining an awareness of local market and general conditions around planning talent
• Being aware of referral opportunities for Scotia Wealth Management & Bank partners
• Liaising with Bank & Wealth specialists from other business lines to stay abreast of new enhancements, products and services, as necessary

• Adhering to bank and firm standards, policies and business practices to ensure that Total Wealth Planning is meeting the appropriate regulatory and compliance requirements as they relate to building and delivering Total Wealth Plans
• Managing successful and timely resolution of all issues and client concerns raised within the Total Wealth Planning business; escalating to the National Director and/or Compliance as required
• Maintainin…