ScotiaMcLeod Senior Manager, Business Operations - Toronto
ScotiaMcLeod Senior Manager, Business Operations - Toronto
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Job Description
Requisition ID: 227943
As a cornerstone business within Scotia Wealth Management ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients assets.
When you join ScotiaMcLeod youll be empowered to deliver Enriched Thinking a unique approach that incorporates your clients thinking as well as our thinking to drive results. Youll work with a team of specialists to deliver a client-centric approach to wealth management enabling you to consider all the facets of your clients life family and business. With a focus on total wealth planning and wealth specialists to help you deliver on this unique value proposition youll be enabling clients to see not just the big picture but all the little ones too.
INTRODUCTION:
The Senior Manager Business Operations contributes to the overall success of ScotiaMcLeod Sales Management Business Operations in Canadian Wealth Management in Canada ensuring specific individual goals plans initiatives are executed / delivered in support of the teams business strategies and objectives. They ensure all activities conducted are in compliance with governing regulations internal policies and procedures.
WHAT YOULL BE DOING
In this role you will:
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge.
- Provide expertise and guidance to ScotiaMcLeod Branch Managers and Wealth Advisors with the development monitoring and execution of succession contingency and retirement planning.
- Provide guidance support to Regional Directors and Branch Managers on Advisor Agreements by developing and delivering Advisor Partnership Agreements.
- Effectively manage policies and procedures on ScotiaMcLeods Succession program and Advisor agreements.
- Contribute to Business Operations projects and initiatives.
DO YOU HAVE THE SKILLS
Wed love to work with you if you have:
- Post Secondary education; Finance or Business preferred
- Brokerage experience an asset
- Good knowledge of wealth management concepts; financial instruments
- Knowledge of back office brokerage operational processes and end to end workflows an asset
- Strong Excel skills
- Strong interpersonal and communication (written and verbal) skills to effectively work with stakeholders partners and management.
- Excellent aptitude for accuracy and thoroughness
- Highly professional able to exercise discretion when working with sensitive and confidential information.
- Strong analytical skills/ problem solving skills and ability to make sound judgements.
WHATS IN IT FOR YOU
- At ScotiaMcLeod we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching learning and development there are endless possibilities. At ScotiaMcLeod you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- An organization committed to making a difference in our communities for you and our clients.
- An inclusive working environment that encourages creativity curiosity and celebrates success.
- Learning and Development free access to Scotia Academy to upskill and develop your skills
#SWM #LI-Onsite #LI-HA1
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 Manager
Employment Type
Full Time
