Jobs
>
Montréal

    Senior Consultant - Montreal, Canada - Scotiabank

    Scotiabank
    Scotiabank Montreal, Canada

    3 weeks ago

    Scotiabank background
    Description

    Reporting to the Director, Practice Management in the Practice Excellence group within Scotia Wealth Management Client Solutions, the incumbent is accountable for coaching and consulting with internal advisory teams in an assigned region across all Scotia Wealth Management (SWM) business lines, capturing, communicating, and coaching to the wealth management industry's best practices – both internally and externally. The main objective of this role is to execute on a robust practice management framework and strategy, supporting the growth and productivity of advisory teams and in-field leaders (Wealth distribution) across Scotia Wealth Management.

    The incumbent will be located in Ontario, supporting advisory teams located in Scotia Wealth Management offices across an assigned region.

    The Practice Excellence group is focused on enabling advice, sales, and service effectiveness by aligning Scotia Wealth Management strategic priorities to activities that elevate both the advisor team and client experience and achieve the following:

  • Build strong, sustainable growth-focused businesses
  • Develop and maintain strong partnerships through ongoing analytics, development programs, coaching and training, and
  • Provide an exceptional Total Wealth experience for clients.

    • The success of the Practice Management team within Practice Excellence is considered critical to meeting the growth objectives for SWM.

    Accountabilities

    Practice Management to in-field leadership and advisory teams across SWM

  • The role will provide effective productivity coaching and will be expected to leverage the expertise of the Wealth partners, specialists, applications, tools, resources, and their own professional experience to make improvements on the key areas of focus in practice management: talent, growth, efficiencies, team and risk management and the consistent delivery of enriched wealth advice.
  • Act as a resource and highly respected subject matter expert to the SWM business lines in consulting with advisory teams and sharing best practices. This would include conducting gap analyses, assessing in-field team business practices to identify improvement and growth opportunities, informing action / business plans, and supporting teams in overcoming barriers to change and monitoring for results.
  • Supports the design, delivery, and execution of practice management initiatives within SWM and will be expected to develop and lead formal development programs, small group facilitations, elearning methods, and individualized consultations delivered by internal and external resources.
  • Source, capture and stay abreast of the external market conditions, industry best practices and sales management techniques to be able to apply these in consulting engagements.
  • Works closely with SWM leadership, Scotiabank partners, specialists, and the entire Client Solutions group to align with the Total Wealth Strategy and business-line specific strategic objectives; keeping leaders well-informed of in-field practice management progress and trends.
  • Proactively develop strategic partnerships to become a trusted partner across SWM. Working with the business lines, subject matter experts, and other stakeholders to develop, implement, and evaluate solutions to business-specific practice management needs and ensure common emerging trends and issues are addressed.

    • Consulting & Coaching

  • Use feedback / results of coaching & consulting to continually update Practice Management best practices.
  • Guide advisor/relationship manager teams through the practice management process, assisting them to navigate challenges, attain buy-in, and achieve goals.
  • Facilitate and coach advisor teams/relationship managers and leadership through coaching programs and engagements.
  • Proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization.

    • Communication & Leadership

  • Supports advisors, relationship managers and leadership by demonstrating an understanding of their business, industry best practices and a thorough knowledge of the competitive landscape.
  • Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with advisors, relationship managers and leadership teams.
  • Create and deliver presentations on practice management topics.
  • Use internal reporting as a tool to coach advisors and leaders on their identified personal and professional development opportunities.
  • Work with other members of Practice Excellence, Client Solutions, SWM leadership and key partners to assist in-field teams to achieving agreed upon/stated goals and outcomes.

    • Education / Experience / Other Information

  • University education or equivalent
  • Certification as a coach and/or ICF accredited, a strong asset
  • Experienced in facilitation, consulting/coaching principles, ability to influence others by using awareness of others' needs and concern
  • 10+ years wealth management industry experience, notably in the brokerage industry, including sales management & administration, branch operations, financial planning, investment advisory processes, products, specialist resources ("Team of Experts"), new business development and sales, client service and relationship management, sales support, etc.
  • Ability to work independently and within a team to deliver achieved required objectives, within the Bank and regulatory requirements
  • Fluent written and verbal communication skills in English are required and bilingual skills in French are an asset
  • Building and maintaining strategic relationships and networks with internal and external professionals to continually improve upon the effectiveness of practice management

    • Working Conditions

  • Work in a standard office-based environment; non-standard hours are a common occurrence. Moderate travel domestically may be required.

    • Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English [in addition to French] because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele frequently.

  • Abington Advisory

    Consultant Senior

    6 days ago

    Abington Advisory Montréal, QC, Canada

    Senior Consultant(e) Finance & pilotage de la performance H/F Qui sommes-nous? · Abington Advisory est une entreprise de conseil en management créée en 2014. Forte de l'expérience de ses collaborateurs issus de grands cabinets, l'équipe apporte son savoir-faire à toutes les organ ...

  • CGI

    Senior Consultant

    2 weeks ago

    CGI Montreal, Canada Full time

    Position Description: · Die Bankenwelt steht vor großen Umbrüchen. Neben wachsenden regulatorischen und kommerziellen Anforderungen stellen neue Technologien und Anbieter die ganze Branche vor immer neue Herausforderungen. Die Digitalisierung sowie der Aufbau neuer Geschäftsmode ...

  • Abington Advisory

    Consultant Senior, Manager

    6 days ago

    Abington Advisory Montréal, QC, Canada

    Senior Consultant(e)/ Manager, Data Gouvernance, Paris H/F Qui sommes-nous? · Abington Advisory est une entreprise de conseil en management créée en 2014. Forte de l'expérience de ses collaborateurs issus de grands cabinets, l'équipe apporte son savoir-faire à toutes les organisa ...

  • Abington Advisory

    Consultant Senior, Manager

    6 days ago

    Abington Advisory Montréal, QC, Canada

    Abington Advisory est une entreprise de conseil en management créée en 2014. Forte de l'expérience de ses collaborateurs issus de grands cabinets, l'équipe apporte son savoir-faire à toutes les organisations dans leurs projets de transformation. · o Marketing & Expérience Client ...

  • asUgo Canada

    Senior Salesforce Consultant

    1 week ago

    asUgo Canada Montreal, Canada

    Senior Salesforce Consultant. · Dans le cadre de l'expansion de notre nouveau bureau à Montréal , nous sommes activement à la recherche de personnes talentueuses pour rejoindre notre équipe en tant que Senior Salesforce Service Cloud Consultant. · Après Bruxelles et Lisbonne ...

  • asUgo Canada

    Senior Salesforce Consultant

    6 days ago

    asUgo Canada Montreal, Canada

    Senior Salesforce Consultant. Dans le cadre de l'expansion de notre nouveau bureau à Montréal , nous sommes activement à la recherche de personnes talentueuses pour rejoindre notre équipe en tant que Senior Salesforce Service Cloud Consultant. Après Bruxelles et Lisbonne, cette e ...

  • asUgo Canada

    Senior Salesforce Consultant

    6 days ago

    asUgo Canada montréal, Canada

    Senior Salesforce Consultant. Dans le cadre de l'expansion de notre nouveau bureau à Montréal , nous sommes activement à la recherche de personnes talentueuses pour rejoindre notre équipe en tant que Senior Salesforce Service Cloud Consultant. Après Bruxelles et Lisbonne, cette e ...

  • Leyton Canada

    Conseil - Consultant senior

    3 weeks ago

    Leyton Canada Montréal, QC, Canada

    Leyton est un cabinet de conseil international comptant 3000 employés dans le monde, fondé par François Gouillard et Olivier de Beauminy. Leyton est une entreprise en croissance qui aide les entreprises à exploiter les incitations financières pour accélérer leur croissance et att ...

  • asUgo Canada

    Senior Salesforce Consultant

    1 week ago

    asUgo Canada Montréal, QC, Canada

    Senior Salesforce Consultant.Dans le cadre de l'expansion de notre nouveau bureau à Montréal, nous sommes activement à la recherche de personnes talentueuses pour rejoindre notre équipe en tant que Senior Salesforce Service Cloud Consultant.Après Bruxelles et Lisbonne, cette expa ...

  • PCD Solutions Inc

    Consultant(e) Senior

    1 week ago

    PCD Solutions Inc Montreal, Canada

    Poste : Consultant(e) Senior | Solutions Cloud VMware · Lieu : Montréal (Télétravail durant la période COVID-19) · PCD Solutions, maintenant membre du groupe Converge Technology Solutions, offre l'opportunité de vous joindre à une équipe hors pair pour mettre de l'avant des solut ...

  • Apcurium Group Inc

    Senior Implementation Consultant

    3 days ago

    Apcurium Group Inc Montreal, Canada

    Dispatch Science is making the boring... extraordinary We're an ultra-modern delivery management software created to help carriers and shippers survive and thrive in today's "I want it delivered, I want it now, and I want free shipping" world. We've used the cloud, mobile devices ...

  • StellarGrade

    Consultant Qualité Senior

    1 week ago

    StellarGrade Montréal, QC, Canada

    Responsable : Gestionnaire de projet · Nous recherchons une personne motivée et organisée pour rejoindre notre équipe en tant que consultant senior bilingue. En tant que consultant NetSuite, vous serez responsable de la mise en œuvre et de l'optimisation des solutions NetSuite p ...

  • Projexia

    Consultant Qualité Senior

    1 week ago

    Projexia Montréal, QC, Canada

    Nous avons l'emploi pour vous chez Projexia en tant que Consultant sénior SAP BASIS · Nommée revendeur # 1 au Canada de solutions SAP en 2015 et SAP Cloud en 2019, Projexia est un chef de file en matière de vente et d'implantation des solutions d'entreprises SAP au Québec et au ...

  • StellarGrade

    Consultant NetSuite Senior

    1 week ago

    StellarGrade Montréal, QC, Canada

    Responsable : Gestionnaire de projet · Nous recherchons une personne motivée et organisée pour rejoindre notre équipe en tant que consultant senior bilingue. En tant que consultant NetSuite, vous serez responsable de la mise en œuvre et de l'optimisation des solutions NetSuite p ...

  • Leyton Canada

    Conseil - Consultant senior

    1 week ago

    Leyton Canada Montréal, QC, Canada $70,000

    Leyton est un cabinet de conseil international comptant 3000 employés dans le monde, fondé par François Gouillard et Olivier de Beauminy. Leyton est une entreprise en croissance qui aide les entreprises à exploiter les incitations financières pour accélérer leur croissance et att ...

  • Mining Plus

    Senior Mining Consultant

    2 weeks ago

    Mining Plus Montreal, Canada Full time

    Ingénieur(e) Minier Sénior · Êtes-vous intéressé à vous joindre à une équipé mondiale de professionnels qui offre des possibilités de vous développer en tant que professionnel technique et chef d'industrie? · Mining Plus poursuit son histoire de succès en Amérique du Nord - Nous ...

  • BTY Group

    Consultant senior en coûts

    3 weeks ago

    BTY Group Montreal, Canada Full time

    BTY est un cabinet de conseil professionnel primé qui propose des solutions complètes en matière de planification, de développement, d'exploitation et de transactions de biens immobiliers et d'infrastructures. Avec un portefeuille de projets évalués à plus de 100 milliards de dol ...

  • EY

    Consultant/Consultant Senior Risque de Crédit

    2 weeks ago

    EY Montreal, Canada Full time

    Chez EY, vous aurez la chance de bâtir une carrière qui vous ressemble, grâce à l'envergure mondiale, au soutien, à la culture d'intégration et à la technologie nécessaires pour devenir la meilleure version de vous-même. Et nous comptons sur votre voix et votre perspective unique ...

  • Abington Advisory

    Senior Consultant(e) Finance

    4 days ago

    Abington Advisory Montreal, Canada

    Senior Consultant(e) Finance & pilotage de la performance H/F Qui sommes-nous? Abington Advisory est une entreprise de conseil en management créée en 2014. Elle propose une approche darwinienne, fondée sur la théorie de l'évolution appliquée aux entreprises. Forte de l'expérience ...

  • Beyond Technologies

    Senior Consultant SAP MM

    1 week ago

    Beyond Technologies Montreal, Canada

    Une version anglaise suivra / An English version will follow Solutions Beyond Technologies est une firme de services professionnels, spécialisée dans l'intégration de solutions SAP et l'optimisation des processus d'affaires. Nous sommes à la recherche d'un(e) consultant(e) senior ...