Senior Relationship Manager, Indigenous Wealth

Is this role right for you?

In this role you will :

• Responsible for developing and expanding relationships with Indigenous communities primarily in Western Canada with support for the Indigenous team.
• Lead the preparation and execution of client meetings by attending Trustee, Chief & Council and Annual General meetings on Reserve. Prepare and complete monthly, quarterly, annual and ad-hoc reporting for the client’s investment strategies
• Build and strengthen strategic relationships with external Indigenous COIs contacts that include legal, advisory and accounting practices by developing and executing proactive, creative and ongoing contact.
• Develop and expand internal Scotiabank awareness of Indigenous Wealth team’s capabilities and expertise.
• Develop, provide and present educational material geared directly to Indigenous Nations and their community groups.
• Work with Indigenous team to develop thought leadership pieces for presentation at National conferences and for internal capacity building within Scotia.
• Promote investment strategies through frequent client interactions and discussions covering investment philosophy, process and performance
• Act as a liaison to the research, investment management & product management groups to ensure active, enthusiastic support of the sales and marketing process to Indigenous clients
• Be a key contributor to a thorough and disciplined business development and sales process.
• Gather broad market intelligence, build competitive analysis and incorporate into new and existing product development plans.
• Champion a high performance environment and help implement a dynamic, enthusiastic, positive and inclusive organizational culture that attracts, retains, develops and motivates the team.

Education, Professional Experience, Certifications and Skills required :

Working Conditions :