Regional Financial Planning Manager at Scotia

Step into a pivotal role as Regional Manager for Scotia Financial Planning in Ottawa, Ontario, focusing on team leadership and business growth. Mentor Financial Planners while ensuring client satisfaction and adherence to compliance. In this mobile position, you will lead a team within the affluent market segment, executing strategic business development initiatives. Your tasks will involve coaching Financial Planners, managing performance, and actively enhancing client engagement strategies. Key Responsibilities: • Spearhead business development strategies for Financial Planners • Coach, train, and recognize team achievements • Oversee recruitment and management of Financial Planners • Collaborate with other sales leaders for effective execution • Monitor compliance with regulatory and internal standards Requirements: • Post-secondary education in Business or related field • Over 5 years of relevant investment industry experience • Financial Planning qualifications (PFP or CFP preferred) • Strong sales management and networking aptitude • Excellent communication and interpersonal skills Lead Scotia Financial Planning's initiatives and foster a client-centered culture in Ottawa. #J-18808-Ljbffr

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