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Market Lead, Private Investment Counsel - Central Ontario Region
Location:
Toronto
Description:
Requisition ID: 186363 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefor the Market Lead not only delivers this mandate by identifying, managing, retaining and deepening high net worth/ultra-high net worth prospects in specific markets but also coaches his/her team in doing the same. More specifically, the role is responsible for developing client acquisition strategies, maintaining a prospect sales pipeline in order to generate sustainable and profitable growth. The incumbent also manages a book of business, gains an intimate understanding of client’s life goals, circumstances and needs in order to provide investment counseling that is integrated into life- based wealth advice and solutions. Additionally, the incumbent is accountable for coaching, mentoring, and managing the performance of Portfolio Managers, Wealth Managers, Associate Portfolio Managers and Wealth Associates to facilitate the delivery of profitable, high quality wealth management services and solutions to clients to meet the objectives. Key Accountabilities: Fulfilling the sales/service management strategy for the Scotia Wealth Management Office by: Providing expertise and guidance to the PIC team and team of experts for the PIC business and acting as the PIC lead in the local marketplace; Actively managing performance of direct reports against goals and/or business plans that are defined nationally; Championing and facilitating the sharing of best practices to enhance client and relationship manager experiences (e. g. strategy & business development campaigns); Meeting regularly with direct reports to review business development plans and provide coaching and feedback; Participating in joint business. Visit ListedBuy for more information.
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More About this Listing: Market Lead, Private Investment Counsel - Central Ontario Region
Market Lead, Private Investment Counsel - Central Ontario Region is a Social Services Counselor Job at Scotiabank located in United States. Find other listings like Market Lead, Private Investment Counsel - Central Ontario Region by searching Oodle for Social Services Counselor Jobs.
Market Lead, Private Investment Counsel - Central Ontario Region is a Social Services Counselor Job at Scotiabank located in United States. Find other listings like Market Lead, Private Investment Counsel - Central Ontario Region by searching Oodle for Social Services Counselor Jobs.