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Regional Manager, Investment Specialists - Markham, Richmond Hill
Location:
Markdale
Description:
Requisition ID: 190876 Join the Global Community of Scotiabankers to help customers become better off. Regional Manager, Investment Specialists Leading a team of Investment Specialists for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass affluent market with a primary focus on new client acquisition through a customer-focused culture and comprehensive financial planning framework, while adhering to Global Sales Principles, compliance and regulatory requirements. The Regional Director will be specifically responsible for all elements of sales management, including: Leading the execution of business development strategies; Delivery of coaching, training and recognition; Performance management; and Investment Specialist recruitment Key Accountabilities The Regional Director, Investment Specialists will be responsible for the following: Leading the execution of sales management strategies and initiatives for the assigned market area by: Leading and supporting the execution of the Investment Specialist Value Proposition and Customer Experience Model Proactively leading business development activities, aligning with Global Sales Principles, to achieve and exceed targets, leveraging expertise of the local market, financial conditions, and advisor incumbents Clearly defining roles, responsibilities and expectations, while communicating market area business plans to assigned Investment Specialists Working with Investment Specialists to execute against their individual business plans; providing insight and guidance to Investment Specialists in support of their business development activities Conducting a quarterly review of customer financial plans completed by Investment Specialists; providing feedback and coaching on accuracy and client-centric investment recommendations Leading talent & people management initiatives and activities for the assigned market area. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
December 31 2023 on ListedBuy
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More About this Listing: Regional Manager, Investment Specialists - Markham, Richmond Hill
Regional Manager, Investment Specialists - Markham, Richmond Hill is a Executive Regional Manager Job at Scotiabank located in United States. Find other listings like Regional Manager, Investment Specialists - Markham, Richmond Hill by searching Oodle for Executive Regional Manager Jobs.
Regional Manager, Investment Specialists - Markham, Richmond Hill is a Executive Regional Manager Job at Scotiabank located in United States. Find other listings like Regional Manager, Investment Specialists - Markham, Richmond Hill by searching Oodle for Executive Regional Manager Jobs.