Requisition ID: 267915
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.
Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.
At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.
BRIEF INTRODUCTION:
The ScotiaMcLeod Branch Manager is responsible for the development and achievement of defined business priorities for the Branch through the profitable delivery of superior client service and wholistic wealth solutions to high and ultra-high net worth clients and businesses.
The incumbent is responsible for leading and coaching the branch team to ensure they have the skills and knowledge to provide a wide array of total wealth management solutions and motivate advisors to exceed sales growth and profitability goals. In addition, a key focus of the incumbent will be focused on branch growth through advisor acquisition.
WHAT YOU’LL BE DOING:
In this role you will:
Develop and execute branch business plans and growth strategy:
- Serve as the primary leadership contact for the branch
- Broaden and deepen client relationships by bringing together the expertise and resources of Scotia Wealth Management
- Develop and maintain an external Centre’s of Influence network for external business referrals.
Lead the sales/service management strategy:
- Lead, coach and motivate advisors to exceed sales growth and profitability goals;
- Develop and maintain a broad knowledge base to ensure all client facing team members have skills necessary to promote the full suite of Wealth products and services
Oversee compliance management for the Branch:
- Maintain oversight of supervisory functions and Tier 1A compliance requirements;
- Partner with Compliance and National Supervision to execute business priorities/initiatives in compliance with governing regulations, internal policies and procedures;
Ensure operational effectiveness for the Branch:
- Execute the ScotiaMcLeod recruitment strategy for Wealth Advisors
- Manage the branch profit plan (e.g. revenue planning, expenditures, etc.);
- Support client experience issues and the formal complaints process;
Motivates and develops individual and team performance:
- Foster and develop a strong, positive team environment, driving business development, innovation and a high degree of engagement;
- Drive the internal communications process by ensuring all employees are aware of key projects, corporate goals and ongoing critical changes affecting clients;
- Identify and support training and developmental needs of team members
- Facilitate a culture of open and honest communication through regular touch bases, team meetings, and encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members.
DO YOU HAVE THE SKILLS:
We’d love to work with you if you have:
- Expert knowledge of the wealth management advisory industry and factors that influence it
- Exceptional Wealth Advisory business development and leadership skills having worked successfully for 10+ years within the industry.
- Well-developed network of relationships with senior stakeholders, and advisors
- Superior leadership and management skills and an ability to work closely and collaboratively with other senior Bankers across all Divisions.
- Expert knowledge of and demonstrated success in sales management techniques.
- Demonstrated exceptional ability to develop and implement a strategic plan, with a record of accomplishment of delivering results in a large organization
- Proven change agent with building a business, outstanding general management, interpersonal / team motivation and communication skills.
- Post-graduate business degree (e.g. MBA) and a CFA (or equivalent experience) considered an asset.
- Requisite education, examination and training requirements, and experience necessary to be registered as a Supervisor with the Canadian Investment Regulatory Organization (CIRO)
- Additional courses may be required to fulfill the Derivatives Supervisor designation if required.
WHAT’S IN IT FOR YOU
- Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
- 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
Location(s): Canada : British Columbia : Vancouver
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.
