New job at MD Financial Management (via |

Regional Vice President

May 22 2020
Industries Bank, Insurance, Financial services
Categories Management, Consulting, Bank, Insurance, Financial services, Corporate finance, Treasury, Bank, Insurance, Financial Services, Management, Administration
Vancouver, BC

With more than 51 years of exclusive service to Canada’s physicians and their families, MD’s mission is to provide them with financial peace of mind, so they can enjoy what matters most to them, while achieving their career and life goals.

MD’s commitment to work/life integration, employee well- being and ongoing learning are key factors that drive our overall success. With Scotiabank by our side, we are even better positioned to provide our clients with financial advice and solutions to help them achieve their short- and long-term financial goals.

At MD, we offer a unique culture and because of that, we have been recognized in several ways:?Best Workplace Culture, Achievers 50 Most Engaged Workplaces in North America, the National Capital Region’s Top Employer, and Talent Board’s North American Candidate Experience Award.

We are always looking for individuals with bright minds and a deep-seated desire to make a difference in the lives of some of the most hard-working, industrious and essential individuals in our community: Canada’s physicians.?

We have an exciting opportunity for a talented, enthusiastic and client-focused Regional Vice President to lead our team in British Columbia.

The Regional Vice President provides leadership and direction to achieve overall sales and performance objectives. This senior leader is responsible for the implementation of MD strategies, processes and disciplines to achieve the organization’s financial and client objectives.

What You Will Do:

Core Individual Responsibilities:

Achieve business growth results through management of all sales and service activities

Coach and develop team members to capitalize on deepening the relationship of all MD clients

Active involvement in opportunities to profile MD within the medical community, governments (PTMAs) and other Centres of Influence

Participate in and lead change initiatives

Provide guidance to Regional teams to collaborate on delivering a differentiated client experience for all MD clients

Manage compliance to adhere to Scotiabank and MD standards, policies and procedures and ensure all aspects of risk are effectively managed

Lead partnering with Scotia Wealth and Scotiabank to leverage referral and growth opportunities within the Region

Handle escalated client complaints to ensure a satisfactory outcome for all parties

Ensure appropriate reward and recognition activities are implemented within the Region

Accountable for creating, developing and maintaining high performance sales teams

Develop active working relationships with National Peers to enhance sales results and share best practices

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

Create an environment in which their team pursues effective and efficient operations of their respective areas, in accordance with Scotiabank’s Values, Code of Conduct and the Global Sales Principles; ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations, with respect to operational, compliance, AML/ATF/sanctions and conduct risk

Build a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team, by fostering an inclusive work environment and using a coaching mindset and behaviors; communicate vison/values/business strategy and manage succession and development planning for the team

Core Team Responsibilities:

Provide leadership to enhance the client experience through embedding the sales and service management methodology to all employees of the Region

Lead and influence the team to share best demonstrated practices amongst themselves and with other Regions

Validate and approve the transition of client assignments as they move through segments

Monitor the development and execution of client contact models and annual service plans

Assist Regional staff in conducting financial planning seminars and information meetings for clients and Centres of Influence

What You Need:

IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90- day training; Wealth Management Essentials (post-licensing requirement)

Life License (LLQP)

Supervisor-Branch Manager Course

The Certified Financial Planner (CFP) designation is considered an asset

What You Bring:

Stewardship of client experience

Ability to execute and champion change

Strong leadership skills and managerial courage

Outstanding verbal and written communication skills; polished, professional and effective public speaker

Strong networking skills and the ability to effectively develop relationships with internal business partners

Ability to inspire commitment and teamwork

Strong interpersonal skills

Strong work ethic and result oriented

Highly organized and self-motivated

Strong business acumen and marketing skills

Professional, calm under pressure, honest and reliable

You are comfortable in an agile work environment

What Success Looks Like:

Your employees are engaged, satisfied and on the path to attaining both their professional objectives and developmental goals. You are passionate about the MD value proposition. You are constantly learning and honing your skills. You are technology savvy and endeavor to find new and exciting ways to use technology in the servicing of clients. You feel rewarded and recognized in a way that inspires you to do your best work.

Apply now!