Title:  Manager, Sales Enablement - Scotia Financial Planning

Requisition ID: 249979 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Scotia Financial PlanningTM team is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every customer realize their financial dreams!  The Manager, Sales Enablement is an excellent opportunity to be part of a vibrant, enthusiastic and high-energy team.

The Manager, Sales Enablement is responsible to support the execution of the Scotia Financial PlanningTM sales strategy and provide exceptional service to the Financial Planner team in driving mutual fund acquisitions. 

The incumbent leads a team of Administrative Assistants who are responsible for working in assigned partnerships with Financial Planner(s) to support the development of new wealth management business relationships and service the client-base.  The incumbent is also responsible to ensure that sales enablement activities, disciplines and behaviours are instilled and sustained to meet business vision/objectives, support the design and delivery of sales enablement governance framework(s), effectively build, and manage cross-functional partnerships, and provide sales enablement insights to management.

Is this role right for you? In this role you will:

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge

Lead a robust talent acquisition strategy and execution:

• • Manage the end-to-end talent acquisition process, from business planning right to execution
  • Plan, build and maintain a talent pipeline across various geographies 
  • Leverage various techniques to recruit and network with potential candidates including social media platforms, networking events, job fairs, etc.

Lead a high-performance culture through a people strategy that develops, retains and motives the team:  

• • Develop a team of high-performing administrator experts.  In doing so, develop the team to be knowledgeable, consistent, and confident contributors to enable the Financial Planners to grow their business, both effectively and efficiently
  • Ensure the team has established annual performance objectives that are aligned with business plans and track/monitor individual performance against objectives
  • Ensure the team has established personal development plans and employee development is a priority through regular personal development plan discussions
  • Ensure the team has regularly scheduled one-on-one coaching sessions to recognize success, help overcome obstacles and set focus
  • Facilitate a team culture of open and honest communication; support active participation and contributions to both individual touch bases and team meetings.  Encourage the generation of new ideas and approaches, and actively share the knowledge and experience to enhance the development of all team members
  • Identify, deliver, and support training and developmental needs of all team members
  • Provide oversight and guidance on escalated/more complex issues

Support the build, delivery and operationalization of sales enablement initiatives and operating model:

• • Responsible for the day-to-day ownership of the sales enablement operations and ensures that a thriving sales enablement governance model is established and maintained
  • Create and implement end-to-end sales enablement strategies to maximize business outcomes, and on an ongoing basis, analyze strengths, weaknesses and opportunities to develop strategies to achieve business objectives and improve efficiency 
  • Create, coordinate and/or facilitate training and development needs/requests
  • Act as a key point of contact and provide timely and appropriate resolution to escalated sales enablement problems/complaints

Manage compliance/regulatory, risk management and operational requirements:

• • Effectively manage tier one compliance and regulatory oversight for the assigned Administrative Assistants
  • Monitoring adherence to regulatory and internal Bank requirements, including Global Sales Principles; ensuring compliance, risk management and regulatory rules, guidelines, policies and standards are followed consistently
  • Ensure processes to client complaints received by Administrative Assistants are handled

• Be a Trusted Partner; collaborate and build effective working relationships across the team, with business lines and corporate functions to drive business initiatives forward and ensure business objectives are achieved

• Champions a high-performance environment and contributes to an inclusive work environment

Education, Professional Experience, Certifications and Skills required:

• University degree in business or a related field, or equivalent working experience
• Mutual Fund and Branch Compliance Course (BCO) License required
• Professional oriented designation (CSC/CFP/PFP) is an asset
• Expert understanding of the end-to-end investment sales process, including the interconnectivity of people, product, process, and technology
• Excellent communication (written, verbal and listening) and interpersonal skills to effectively present information to relevant stakeholders at all levels of the organization
• Superior prioritization and time management skills; can work well under pressure to complete and/or manage multiple projects/initiatives in an efficient and timely manner
• Solid problem solving, conflict management and negotiation skills with the ability to influence effective resolution of issues/complaints
• High degree of flexibility to adapt to a wide variety of tasks and functions, including working with ambiguity
• Outstanding relationship building skills to ensure co-operative working relationships with team members, colleagues, and business partners
• Proficient in the use of MS Office (Word, Excel, Power-Point)
• Previous team leadership is an asset

Candidates residing in Quebec: In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s):  Canada : Quebec : Montreal || Canada : New Brunswick : Moncton || Canada : Ontario : Ottawa || Canada : Ontario : Toronto || Canada : Quebec : Quebec 

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.