Scotia Jarislowsky Fraser Market Lead

Scotia Jarislowsky Fraser Market Lead

Requisition ID : 270021

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

Purpose

The Market Lead is responsible for driving sustainable and profitable growth in the assigned market by enabling Portfolio Managers, Associate Portfolio Managers, Wealth Managers, Wealth Associates, and administrative teams to deliver exceptional client service with greater consistency, efficiency, and capacity. This role combines market leadership, relationship management, operational discipline, compliance oversight, and people leadership to ensure the business is well positioned to retain, deepen, and grow high net worth and ultra-high net worth client relationships.

The incumbent acts as a trusted business partner to Portfolio Managers and regional leadership by strengthening day-to-day operating routines, reinforcing risk and compliance expectations, supporting human resources and workforce planning activities, and removing operational friction that may limit client-facing capacity. By building a disciplined, well-controlled, and highly engaged market environment, the Market Lead helps Portfolio Managers focus more time on value-added client conversations, business development, referrals, and holistic wealth advice—thereby improving the client experience and accelerating market growth.

Major Accountabilities

• Enables exceptional client service and relationship growth by strengthening the support model around Portfolio Managers and client-facing teams by:

Supporting the development of professional, mutually beneficial, and profitable client relationships by ensuring Portfolio Managers and client service teams have the operating support, resources, and routines required to deliver consistently;

Ensuring client relationships receive timely and proactive attention by helping coordinate service delivery, clarify ownership, and remove operational barriers that may impact the client experience;

Consistently delivering the desired client experience during all client interactions;

Using strong knowledge of the Bank’s, Canadian Wealth Management and Scotia Jarislowsky Fraser offerings;

Partnering with all internal product/service business partners, as required ensuring client needs are met;

Actively listening and seeking client feedback on products, services and the delivery of the client experience;

Consistently executing on service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database;

Responding to client, resolving problem situations autonomously when they arise;

Proactively identifying and implementing strategies to address client needs;

Monitoring of client accounts to ensure optimal profitability is maintained in each relationship.

• Supports disciplined investment management and advisory execution by ensuring Portfolio Managers have the structure, information flow, and service support required to deliver advice efficiently by:

Supporting the consistent execution of KYC, IPQ, suitability, and client discovery routines so Portfolio Managers have complete and current client information to inform advice and asset allocation decisions;

Helping ensure advisory and investment recommendations are supported by disciplined documentation, established processes, and alignment with client objectives, risk tolerance, income needs, and long-term goals;

Collaborating with the Centralized Portfolio Management group and using defined investment management processes to communicate advice to clients on their strategic asset allocation, models and underlying investment portfolio;

Actively managing the client’s Financial Plan and wealth strategy and participating in the client’s annual Financial Plan review process.

• Accelerates sustainable market growth by translating business development priorities into disciplined execution routines, sales support, and team capacity by:

Serving as the primary leadership contact for Scotia Jarislowsky Fraser (SJF) within assigned market;

Developing and managing business plans, sales priorities, marketing strategies, and execution routines that help Portfolio Managers convert opportunities, deepen existing relationships, and grow assets and revenue;

Networking and maintaining a strong market profile with client segment and with both internal and external contacts/stakeholders;

Using defined SJF business development and sales planning processes to identify new opportunities, attract new clients, consolidate assets from existing clients , and create repeatable practices that improve Portfolio Manager productivity and growth capacity ;

Partnering with the Financial Consultants in the business acquisition process;

Executing on marketing strategies to attract and retain valuable clients by providing internal/external professional presentations and reports and conducting prospect meetings;

Building and maintaining an awareness of local market and general economic conditions;

Identifying referral opportunities for Scotia Wealth Management & Bank partners;

Liaising with Bank & Wealth specialists to stay abreast of new enhancements, products and services, as necessary.

• Leads operational effectiveness, compliance discipline, risk management, and control routines that increase Portfolio Manager capacity and protect the client experience by:

Creating a disciplined operating environment that enables Portfolio Managers to spend more time on client-facing, advisory, and growth-oriented activities by reducing administrative friction, clarifying accountabilities, and improving workflow execution;

Overseeing adherence to Bank, Scotia Wealth Management, and Scotia Jarislowsky Fraser standards, policies, procedures, and regulatory requirements as they relate to new and existing client relationships, account documentation, suitability, KYC, supervision, and ongoing service routines;

Monitoring operational and compliance routines, including outstanding documentation, account opening and maintenance activities, annual review requirements, training completion, audit readiness, exception reporting, complaint handling, and issue escalation;

Partnering with Compliance, Operations, Human Resources, Finance, Technology, and regional leadership to resolve issues, remediate gaps, support change initiatives, and ensure the market operates within a strong risk and control culture;

Maintaining a strong working knowledge of operational processes , systems, supervisory routines, and service workflows in order to identify coaching opportunities , close process gaps, and improve team efficiency .

• Executes the sales , service, and capacity management strategy for the Scotia Wealth Management Office by:

Providing expertise and guidance to the SJF team and team of experts for the PIC business and acting as the SJF lead in the local marketplace;

Actively managing performance of direct reports against goals and/or business plans that are defined nationally;

Supporting Portfolio Managers and relationship managers in acquiring new Scotiabank and SJF relationships by ensuring sales support, internal coordination, and service readiness are in place;

Designating primary relationship manager assignments and coverage models to balance workload, improve responsiveness, and ensure clients are supported by the most appropriate team resources;

Championing and facilitating the sharing of best practices to enhance client and relationship manager experiences (e.g. strategy & business development campaigns);

Ensuring team maintains a strong understanding and working knowledge of all of Scotiabank’s capabilities in order to recognize and facilitate opportunities for cross-sell;

Providing supervisory mentorship to develop direct reports, as they complete their regulatory requirements

Meeting regularly with direct reports to review business development plans and provide coaching and feedback;

Ensuring the use of structured sales disciplines