Job Description
Requisition ID: 230014
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Practice Management Consultant, you are a member of Scotia Securities Inc. focused on providing practice management and product strategy support to a territory of a Financial Planner on the Scotia Financial Planning Team. In this role your primary responsibility will be to consult with Investment Specialists, improving skills and implementing industry best practices to improve employee experience, quality of advice, and drive incremental AUM growth.
Is this role right for you? In this role you will:
Be the designated subject matter expert for practice management, and the Scotia Financial Planning Team’s product strategy supporting a territory of Financial Planners.
Be results-driven by taking a proactive approach to discover Financial Planner’s needs, listening to understand, identify Financial Planner skill gaps and delivering value to their business.
Conduct consultations and facilitate skill builds with Financial Planners of varying tenure supporting their knowledge of financial markets, investment fundamentals inc. tools and mutual fund solutions.
Act as the key conduit between Financial Planners and the channel’s dedicated wholesale support.
Share insights and observations collected while interacting with Financial Planners with the Director, National Lead to assist with ongoing strategic implementations.
Demonstrate a collaborative approach with Financial Planners to support complex customer acquisition/retention strategies.
Be highly engaged with Regional Managers and Regional Vice President collaborating to ensure territory coverage delivers on business leadership needs.
Refine and execute a focused business plan/segmentation model in the pursuit of incremental AUM growth
Work collaboratively with business line partners (Inside Sales, Product, Dealer, and communication) to provide two-way insights into business needs.
Do you have the skills that will enable you to success in this role? We'd love to work with you if you have:
Proven ability to deliver customer centric business growth
A minimum five years’ experience in the distribution of long-term investment solutions
A minimum of three years’ experience in financial planning, investment distribution.
Demonstrated strong relationship management skills
Ability to influence constructive customers outcomes without line leadership authority
What’s in it for you?
A competitive compensation and benefits package tailored for the Practice Management Consultant role.
Ability to make a lasting impact on territory of Financial Planners.
An inclusive culture where we value and recognize our employees’ contributions
An organization committed to making a difference in our communities – for you and your customers
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
#LI-AD1
Location(s): Canada : New Brunswick : Moncton || Canada : Nova Scotia : Halifax || 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. 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.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Practice Management Consultant, you are a member of Scotia Securities Inc. focused on providing practice management and product strategy support to a territory of a Financial Planner on the Scotia Financial Planning Team. In this role your primary responsibility will be to consult with Investment Specialists, improving skills and implementing industry best practices to improve employee experience, quality of advice, and drive incremental AUM growth.
Is this role right for you? In this role you will:
Be the designated subject matter expert for practice management, and the Scotia Financial Planning Team’s product strategy supporting a territory of Financial Planners.
Be results-driven by taking a proactive approach to discover Financial Planner’s needs, listening to understand, identify Financial Planner skill gaps and delivering value to their business.
Conduct consultations and facilitate skill builds with Financial Planners of varying tenure supporting their knowledge of financial markets, investment fundamentals inc. tools and mutual fund solutions.
Act as the key conduit between Financial Planners and the channel’s dedicated wholesale support.
Share insights and observations collected while interacting with Financial Planners with the Director, National Lead to assist with ongoing strategic implementations.
Demonstrate a collaborative approach with Financial Planners to support complex customer acquisition/retention strategies.
Be highly engaged with Regional Managers and Regional Vice President collaborating to ensure territory coverage delivers on business leadership needs.
Refine and execute a focused business plan/segmentation model in the pursuit of incremental AUM growth
Work collaboratively with business line partners (Inside Sales, Product, Dealer, and communication) to provide two-way insights into business needs.
Do you have the skills that will enable you to success in this role? We'd love to work with you if you have:
Proven ability to deliver customer centric business growth
A minimum five years’ experience in the distribution of long-term investment solutions
A minimum of three years’ experience in financial planning, investment distribution.
Demonstrated strong relationship management skills
Ability to influence constructive customers outcomes without line leadership authority
What’s in it for you?
A competitive compensation and benefits package tailored for the Practice Management Consultant role.
Ability to make a lasting impact on territory of Financial Planners.
An inclusive culture where we value and recognize our employees’ contributions
An organization committed to making a difference in our communities – for you and your customers
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
#LI-AD1
Location(s): Canada : New Brunswick : Moncton || Canada : Nova Scotia : Halifax || 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. 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.
💡 Quick Summary
Seeking a career-building opportunity? The Practice Management Consultant, Scotia Financial Planning Team - Eastern Canadaive position is now open for candidates interested in the Bank Jobs sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.