Advisor Marketing Manager, Scotia Wealth Management
Current- Provides Marketing support to approximately 100 Advisor groups throughout the British Columbia and Saskatchewan regions
- Acts as a trusted Business Development and Marketing Consultant to Advisor groups to develop strategic initiatives to retain and attract new client opportunities
- Ensures all advisor marketing materials are in compliance with IIROC (Investment Industry Regulatory Organization of Canada) and manages all marketing-related approvals to ensure brand consistency
- Develops relationships with third-party vendors (design, digital, content, etc.) to assist Advisors in delivering successful marketing strategies
- Performs branch visits and meets with Advisor groups to build relationships and get a full understanding of their business and how to best assist them in their marketing and prospecting initiatives