Senior Investment Consultant 219577
Senior Investment Consultant 219577
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Job Description
Requisition ID: 219577
Join a purpose driven winning team committed to results in an inclusive and highperforming culture.
Purpose
Contributes to the overall success of the Investment & Advisory Solutions Group ensuring specific individual goals plans initiatives are executed / delivered in support of the teams business strategies and objectives. The Senior Investment Consultant has responsibility for growing fee based and managed asset AUM establishing developing and retaining account relationships within the ScotiaMcLeod sales channel. The primary emphasis is on identifying and developing new business opportunities and expanding sales in order to achieve and exceed new business growth objectives. The secondary objective is to maintain and deepen existing Advisor relationships.
Accountabilities
1. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge.
2. Generates sales from new and existing clients and prospects in assigned ScotiaMcLeod branches:
Assists in developing a regional business plan that will result in increased assets under administration stronger market share and improved advisor ROA and regional ROA.
Conducts regular branch meetings with Advisors and Branch Managers to educate them on the suite of fee based/managed asset programs
Solicits feedback and needs from Advisors and communicating to the Investment Solutions Group
Creates and deliver presentations for both Advisors and clients
Increases transparency of managed asset and feebased programs through regular meetings and calls
Educates Advisors on the value proposition of the managed asset programs and help create scale in their book and improve their business models
Helps to transition new and existing assets into the managed asset programs
Identifies sales patterns identify behaviours and program gaps/deficiencies address concerns and make suggestions to improve asset growth
Communicates the benefits of the managed asset programs that will help Advisors meet their regulatory requirements
Assesses relevant data and information to implement regional sales strategies identify business opportunities and provide input and assistance in resolving impediments to business growth.
3. Acts as the primary field resource in assigned ScotiaMcLeod branches for all Fee Based and Managed Asset products:
Helps create presentations to clients/prospects/foundations/charitable organizations.
Responds to a variety of questions ranging in complexity to assist Advisors
Provides guidance and recommendations on portfolio construction of client portfolios
Works with Advisors on establishing pricing and avoiding unprofitable pricing practices
Has a dedicated follow up process in place for program related questions client concerns proposals and pricing
Coaches trains and motivates Advisors (e.g. presentations workshops and seminars) to increase confidence and awareness of existing and new Investment Products.
Aids in planning annual due diligence trips and planning days for Advisors who visit Toronto
4. Contributes to the overall success of Investment Solutions and other key areas:
Establishes relationships with key partners such as the Client Solutions group Wealth Management Consultants Northern Trust Asset Management and external managers 1832 Asset Management L.P. Jarislowsky Fraser Limited and GPAG.
Works cooperatively with the Operations and Marketing teams and other key stakeholders within Scotia Wealth Management
Conducts regular branch meetings with Advisors and Branch Managers to educate them on the suite of fee based/managed programs
Keeps abreast of trends and new ideas within the managed assets and feebased industry as well as the regulatory environment
Participates in program initiatives and key projects
5. Understands how the Banks risk appetite and risk culture should be considered in daytoday activities and decisions.
6. Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabanks Values its Code of Conduct and the Global Sales Principles while ensuring the adequacy adherence to and effectiveness of daytoday business controls to meet obligations with respect to operational compliance AML/ATF/sanctions and conduct risk.
7. Champions a highperformance environment and contributes to an inclusive work environment.
Education / Experience / Other Information
Dynamic and effective communicator (both written and verbal) with the ability to captivate small and large audiences
Superior ability to establish build and maintain strong relationships
Welldeveloped presentation skills
Creative thinker with the ability to exercise sound judgment in responding to questions and making decisions
Excellent knowledge of ScotiaMcLeod products and services and distribution channels
Thorough knowledge of the securities industry and the stock and bond markets
Over 10 years of financial services experience is required
Strong level knowledge of ScotiaMcLeod feebased programs and the Advisor channel is preferred
Previous sales related experience preferred
CSC or financial industry related designations (CIM CFA CIMA)
University degree is required
Strong knowledge of Microsoft Office (PowerPoint Word Excel) is required
Knowledge of Power BI is an asset
Working Conditions
Work in a standard officebased environment; nonstandard hours are a common occurrence. Business travel is a requirement.
Location(s): Canada : Ontario : Toronto
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.
Required Experience:
Senior IC
Employment Type
Full Time
