Location
montreal (administrative region)
Job Type
Full-time
Posted
July 09, 2026
Job Description
Elevate client relationships and team dynamics as a Regional Manager at Scotia Financial Planning in Ottawa, Ontario. Lead a team of Financial Planners and direct business development initiatives every day.
At Scotia Financial Planning, the Regional Manager role is crucial for enhancing service quality and team performance. This senior position requires overseeing business development while managing recruitment and performance. You will coach Financial Planners and foster key partnerships within Wealth Management while ensuring compliance with risk management standards.
Key Responsibilities:
• Lead execution of key business development initiatives
• Conduct performance management and team recruitment
• Support Financial Planners with ongoing coaching
• Develop relationships within Wealth Management
• Ensure compliance with risk management protocols
Requirements:
• Business-related post-secondary education
• Minimum 5 years in investment industry experience...
At Scotia Financial Planning, the Regional Manager role is crucial for enhancing service quality and team performance. This senior position requires overseeing business development while managing recruitment and performance. You will coach Financial Planners and foster key partnerships within Wealth Management while ensuring compliance with risk management standards.
Key Responsibilities:
• Lead execution of key business development initiatives
• Conduct performance management and team recruitment
• Support Financial Planners with ongoing coaching
• Develop relationships within Wealth Management
• Ensure compliance with risk management protocols
Requirements:
• Business-related post-secondary education
• Minimum 5 years in investment industry experience...
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