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Scotia Wealth Management

Team Lead - York Central District, ON

Markham, ONPosted 6 days ago

Job Description

  • Lead and drive a client focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Manage day-to-day sales operations and activities of Advisors.
  • Provide adequate credit support in complicated deals and assist in high-value client interaction.
  • Coach, develop and upskill Advisors.
  • Deliver formal performance reviews and support career growth.
  • Ensure sales practices are compliant.
  • Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
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