Job Description
Elevate advisor support at Scotiabank as a Senior Manager, focusing on the Central Planning Group in Toronto. This role combines leadership with strategic oversight to enhance client and advisor experiences.
As a Senior Manager, you will lead a dynamic team of financial planners dedicated to providing exceptional support to internal advisors. You will focus on continuous improvement in service delivery and relationship building across multiple business lines. Leveraging your expertise, you will implement innovative strategies that enhance advisory capacity and client outcomes.
Key Responsibilities:
• Lead a national team in financial planning support
• Ensure exceptional service levels for client inquiries
• Drive advisor education and knowledge enhancement
• Foster partnerships with regional and product teams
• Measure and report on project outcomes and effectiveness
Requirements:
• University degree and CFP de...
As a Senior Manager, you will lead a dynamic team of financial planners dedicated to providing exceptional support to internal advisors. You will focus on continuous improvement in service delivery and relationship building across multiple business lines. Leveraging your expertise, you will implement innovative strategies that enhance advisory capacity and client outcomes.
Key Responsibilities:
• Lead a national team in financial planning support
• Ensure exceptional service levels for client inquiries
• Drive advisor education and knowledge enhancement
• Foster partnerships with regional and product teams
• Measure and report on project outcomes and effectiveness
Requirements:
• University degree and CFP de...