City : Toronto, ON, CA, M5H1H1

Category : Manager

Industry : Finance

Employer : Scotiabank

Requisition ID: 184814

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.

Purpose: As a member of the National Sales Management team, the Manager, Business Operations contributes to building and maintaining a strong platform that supports a high-performance, high-demand Branch network.

The Manager is responsible to effectively and efficiently manage a number of policies and procedures regarding core ScotiaMcLeod programs relating to compensation, performance reporting and Advisor transitions.

What You'll Be Doing:
1. Compensation and Performance

• Management of compensation programs, policies and procedures related to compensation and performance, including the implementation of policies, periodic reviews, reporting and tracking.
• Required to develop a strong knowledge of ScotiaMcLeod Advisor code management and PriceMetrix householding methodology. 
• Required to develop a strong knowledge of the Advisor Cash Compensation model, including Grid and Commission payout.
• Develop an in-depth understanding of the ScotiaMcLeod Succession Program and Advisor Agreements.

 
2.    Policy Support, Project Management and Initiatives

• Management and support for ad hoc projects and initiatives, as required, to ensure alignment with the strategic focus as well as operational improvements. 
• Management of the Advisor Onboarding and Departure process.  
• Actively contribute to decision making and recommendations for improvements. 
• Facilitation of communications to the field related to processes and initiatives.

 
3.    Field Management Support

• Provide optimal and efficient support to our clients and business partners.
• Develop an in depth understanding of the various systems used by the Branch. 
• Management of the Business Continuity Plan; providing oversight on the National Office plans.  
• Control, execute and provide an end-to-end assistance with requests pertaining to policy clarification, data confirmation or operational issue resolutions.

Do you Have the Skills:

• A minimum of 5 years work experience in the brokerage industry preferred
• Excellent interpersonal and communication (written and verbal) skills in order to effectively work with stakeholders, partners and senior management.
• Must be a proactive, self-starting, results-oriented and highly motivated individual with a strong ability to reconcile competing or conflicting goals in order to resolve business problems of varying complexity and meet tight deadlines.
• Strong proficiency in Microsoft Office Suite
• Knowledge of back-office processes; brokerage operational processes and end to end workflow
• Knowledge of compliance and regulatory issues preferred

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. At ScotiaMcLeod– you can make an  impact. You help make the futures of our 25 million customers happen. You can find your future here.
• 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 : Ontario : Toronto 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.