Regional Field Representative - Calgary, AB

 
 
Requisition ID: #
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Job Purpose
Proactively provide training and support on most application/systems to SWM end users (Relationship Manager / Advisor Teams). Provide feedback and subject matter expertise to Business Lines, Product Owners/Labs and Operations about the fixes, enhancements and learning opportunities to make the use of these applications / systems effective and efficient.
Key Accountabilities
Develop and deliver training and support solutions to Relationship Manager/Advisor Teams by:
-Providing end user training and support for the applications / systems & operational processes for all the business lines in Wealth Management, specific emphasis on Salesforce, WealthOne, Charles River, PureFacts/PureReports & Conquest
-Acting as consultant in facilitating core training programs and one on one coaching with Relationship Manager / Advisor Teams
-Providing continuous feedback and process improvement ideas to Change Management team to improve training and user experiences
-Providing proactive communication of training initiatives to the branch / office network.
Remain up to date on industry trends, best practices and innovative training solutions by:
-Collecting and sharing best practices with the Field Representative Team and the Relationship Manager / Advisor Teams
-Leveraging intra-Wealth relationships (such as Practice Management, Total Wealth Planners) to deliver collaborative, value-added, business strategy-focused training and support to Relationship Manager/Advisor Teams
Managing Day to Day Technology training by:
-Identifying systems training needs within various Wealth Management offices / branches that are covered to determine required training programs / needs
-Working with all Sales Management teams to identify learning gaps
-Consulting with Change Management team and business line operations management on program design to address learning gaps
-Participating in the development of training plans to address learning gaps within the branches
Contribute to the effective functioning of the Practice Excellence Team by:
-Building effective working relationships across the Field Representative Team, the Relationship Manager / Advisory Teams, Branch Management and the Sales Management Teams in all of the Wealth Management business lines
-Maintaining a high level of proactive client service
-Facilitating a culture of open and honest communication by actively participating and contributing to peer best practices and team meetings
-Encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members.
 
 
Functional Competencies
-Excellent oral and written communication skills
-Ability to present to large boardroom audiences, small groups and one on one High level of patience, with an understanding of client service
-Proven track record of delivering results through a collaborative, inclusive style and process that respects all partners and their respective roles and interests, and builds the lines of communication and understanding throughout all initiatives
-Strong sense of self awareness and confidence that shows up authentically Strong ability to work independently and as part of an interdependent team.
-Self–starter that can demonstrate the ability to self-manage their time, resources, organizational habits and projects Technical and operational aptitude
-Strong Organizational Skills
 
Education/ Work Experience
-Industry experience and business acumen, particularly in the Wealth Management lines of business Experience in a training-related position (includes head office and ‘in field’ experience)
-Experience in facilitation
-Knowledge of course development, design and delivery, preferably in the brokerage industry Strong knowledge of delivery methods, options and tools
 
Preferred:
-Knowledge of adult learning principles, preferred Bilingual French/English is an asset
 
Location(s):  Canada : Alberta : Calgary 
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 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.