advertising director
Title posted on CareerBeacon -
Senior Manager, Practice Management, Total Wealth Planning
Posted on April 26, 2024
by
Employer details
Scotiabank
Job details
Requisition ID: 192075Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Major Accountabilities 1. Provide support the Client Solutions team as well as advisors in Scotia Wealth Management with promoting and driving strong financial planning engagement and business results by: Creating new collateral/marketing material, such as articles, brochures, fact sheets, and other supporting content that will allow planners and advisors to introduce and promote the Total Wealth offering and educate clients in a turn-key fashion Liaising with all marketing departments within Scotiabank to create, leverage and review total wealth material; Proactively use all internal social media to promote and educate on total wealth strategies, products and initiatives; Working with field Client Solutions staff to support Total Wealth Planning local engagement activities through centralized activities, such as proactive creation & distribution of content and marketing collateral, and regular communication drip Delivering or organize webinars or in-person presentations to increase advisor engagement in the Total Wealth Planning process and to increase understanding of how to engage clients in the financial planning process2. Manage the effectiveness of the field total wealth planning sales processes and initiatives to result in an exceptional client experience and maximized business opportunities by: Working with the Client Solutions team to develop national best practices for financial planning performance and sales techniques Developing material on integrating opportunities into written plans and/or conversations with clients and presenting those tactics and strategies to the Total Wealth Planners Identifying tactics to improve the Total Wealth Planner and Advisor client experience and ensuring the right solutions are being presented to meet business objectives Actively engaging users of Total Wealth Planning services (Wealth Advisors, PIC, PB, Trust) for feedback on client experience and identifying key areas for coaching and best practice discussion techniques Maintaining a strong level of knowledge and understanding of the needs of the business, as well as the short and long-term business objectives and goals in order to align solutions to meet needs Developing strategies and tactics to incorporate identified industry and internal best practices into the Total Wealth Planning business, and staying current with external market conditions and influences Working with various Team of Specialist leaders and advisory boards to optimize collaboration in the field that would help drive business results and ensure key messages, content, tools, etc. are being utilized across the country3. Align field Total Wealth Planning processes and procedures with the business lines' objectives by: Creating operational efficiencies and leveraging internal partners to improve the front office experience Seeking opportunities for growth and cost reduction by exploring operational efficiencies in the business and engaging multiple support areas to carry out business strategy Managing ongoing improvements in efficiency by identifying opportunities for new or redesign of processes for delivering financial planning services Providing support to Client Solutions Management in the efficient operation of the day-to-day business Supporting the Director, Total Wealth Planning with budgeting and planning requirements4. As a subject matter expert, collaborate in the training and development of field Client Solutions staff and participants in the Wealth Management Associate program by: Collaborating with Learning & Performance Consulting team and/or external vendors to develop and implement training programs for STWPs and internal clients regarding best practices Working closely with the Senior Manager, Wealth Associate program and local ScotiaMcLeod Branch Managers to provide guidance and direction on the activities
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LocationToronto, ON
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#1960087
Advertised until
2024-05-26
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