Job Description

Requisition ID: 261394

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.

Accountabilities

Analytics
• Monitor and report on the performance of partnerships, making data-driven recommendations for optimization. This includes proposing, tracking, and reporting KPIs to Local and Central office.
• Provides definition, implementation, reporting and analysis to measure success of the program, both at the level of pods as wells as individual Wealth Manager (WM) and Relationship Manager (WM).
• Define and implement the processes to identify opportunities and optimize efficiency, establishing tools and resources to embed process improvements to achieve standards of excellence.
• Owns communication of results of all strategic partnerships, and implementation of collaboration strategies and best practices. Align Client-Centricity through Coaching & Support

Align Client-Centricity through Coaching & Support

• Drives a customer-centric culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Contributes to partnership business development plans, sales excellence playbooks that align with the IWM strategic objectives.
• Builds and maintains an extensive network of relationships with key partners in Retail, Corporate-Commercial, Wealth & with strategic external partners, generating bilateral referrals and driving a stable, growing, and profitable business line forward for shareholders.
• Works closely with the Relationship Managers, Group Leads, District Managers, Wealth Advisors, Private Bankers and other partners across the bank to jointly review client lists to identify prospects and provide education and coaching on the Total Wealth proposition, SWM offerings and other Banking solutions.
• Drives results for members at Wealth & Partner Business lines in identifying opportunities and finding solutions for prospects; available to attend occasional client meetings with the RMs and WMs members.
• Drives and manages sales disciplines appropriately to ensure that the partnership between Wealth and Partner Business lines achieves its objectives.
• Creates an environment in which he/she pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Strategic Development & Execution:
• Lead the implementation of long and short-term strategies, initiatives, and programs for increased collaboration between multiple business lines and Scotia Wealth Management partners.
• Innovatively identify and implement strategies ensuring dis

We offer:

Base salary
Grocery vouchers
Direct hiring with the Institution
Benefits above those required by law
Year-end bonus (30 days)
20 vacation days per year
Major Medical Expenses Insurance
Life insurance

Experience
• 10+ years of experience in banking & wealth management, emphasizing responsibility for business development, sales management, and high-level executive communication.
• Demonstrated Results orientated with proven teamwork and collaboration skills.
• Good understanding of the Bank’s structures, processes, resources, and delivery networks of financial products and services within the context of the Bank’s sales and service strategies across the various delivery channels
• Development and execution of programs, products, systems, and regulatory requirements will have on existing operations and client offerings.
• Proven experience in strong relationship management skills; ability to build and maintain strong collaborative client and internal/external partner relationships at a Sr. level.
• Demonstrated flexibility in adapting to constantly changing environments.
• Possesses excellent self-awareness and seeks feedback to leverage opportunities.
• Strong organization and time management skills, and the ability to work independently.
• Degree or postgraduate degree, preferably with a focus in business, sales or similar.

At Scotiabank, we value the unique skills and experiences that each person brings to the bank, and we are committed to creating and maintaining an inclusive and accessible environment for everyone. All employees must comply with the bank’s policies, standards, codes, and guidelines related to non-discrimination and workplace accommodations.
“If you require any type of accessibility accommodation during the process, please inform our Talent Acquisition team.”
Scotiabank is an inclusive company that respects diversity and does not engage in any form of discrimination.
Under no circumstances does it request pregnancy or HIV tests.
We appreciate your interest. However, only candidates selected for an interview will be contacted.

Location(s): Mexico : Ciudad de México : Miguel Hidalgo

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.

Note: All postings in me@scotiabank will remain live for a minimum of 5 days.