Regional Manager at Scotia Financial Planning

Shape a thriving investment team at Scotia Financial Planning in Alberta, focused on client growth and business development. This role prioritizes recruiting and coaching Financial Planners within a customer-centric framework.

As the Regional Manager, you will lead a team of Financial Planners to drive business development strategies in the mass affluent market. Your expertise will support new client acquisition while adhering to compliance and regulatory standards. You'll ensure your team meets performance expectations and participates in ongoing training and recognition.

Key Responsibilities:
• Lead execution of business development strategies
• Coach and train Financial Planners regularly
• Manage performance and conduct quarterly reviews
• Recruit Financial Planners aligned with market strategies
• Foster collaboration among wealth management partners

Requirements:
• 5-8 years of experience in investment or ...