Title : ScotiaMcLeod Manager, Business Operations (Competitive Recruit Team Lead)
Requisition ID : 201205
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, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results.
You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business.
With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.
INTRODUCTION :
In partnership with Branch and Regional Management, the Manager, Business Operations - Recruit Team Lead is responsible for leading the onboarding of competitive recruit clients.
WHAT YOU’LL BE DOING
- Provide support to Branch Management by effectively communicating the status updates of account openings, documentation and transfers.
- Maintain and provide required reporting and tracking to Senior Sales Management, Regional Offices and Branch Managers.
- Support training and onboarding of Service Officers.
- Actively participate and contribute to touch bases and team meetings by producing new ideas and approaches.
- Build effective working relationships across the team and with various departments.
DO YOU HAVE THE SKILLS
- Familiarity with Wealth Management operating policies, procedures and client account documentation.
- Strong skills in MS Office Suite.
- Understanding of regulatory guidelines & risk management practices.
- Excellent written and verbal communication skills.
- Willingness to travel within the province / country.
- Flexible working evening hours and weekends when required.
WHAT’S 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.
- 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.
Location(s) : Canada : British Columbia : Vancouver Canada : Alberta : Calgary Canada : Ontario : Toronto
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