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Senior Manager, Practice Management
Location:
Toronto
Description:
Requisition ID: 192075 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Major Accountabilities 1. Provide support the Client Solutions team as well as advisors in Scotia Wealth Management with promoting and driving strong financial planning engagement and business results by: Creating new collateral/marketing material, such as articles, brochures, fact sheets, and other supporting content that will allow planners and advisors to introduce and promote the Total Wealth offering and educate clients in a turn-key fashion Liaising with all marketing departments within Scotiabank to create, leverage and review total wealth material; Proactively use all internal social media to promote and educate on total wealth strategies, products and initiatives; Working with field Client Solutions staff to support Total Wealth Planning local engagement activities through centralized activities, such as proactive creation & distribution of content and marketing collateral, and regular communication drip Delivering or organize webinars or in-person presentations to increase advisor engagement in the Total Wealth Planning process and to increase understanding of how to engage clients in the financial planning process 2. Manage the effectiveness of the field total wealth planning sales processes and initiatives to result in an exceptional client experience and maximized business opportunities by: Working with the Client Solutions team to develop national best practices for financial planning performance and sales techniques Developing material on integrating opportunities into written plans and/or conversations with clients and presenting those tactics and strategies to the Total Wealth Planners Identifying tactics to improve the Total Wealth Planner and Advisor client experience and ensuring the right solutions are being presented to meet business objectives Actively engaging users of Total Wealth Planning services (Wealth. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 26 on ListedBuy
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More About this Listing: Senior Manager, Practice Management
Senior Manager, Practice Management is a Executive Manager Job at Scotiabank located in United States. Find other listings like Senior Manager, Practice Management by searching Oodle for Executive Manager Jobs.
Senior Manager, Practice Management is a Executive Manager Job at Scotiabank located in United States. Find other listings like Senior Manager, Practice Management by searching Oodle for Executive Manager Jobs.