Regional Field Representative

Accounting and Finance
Training solutions
Applications / Systems
June 12, 2017
Updated on
July 25, 2017
Valid until

Act as a primary contact point and liaison between Total Wealth Strategy & Senior Management for all Wealth Management lines of business and end users.


Act as a primary contact point and liaison between Total Wealth Strategy & Senior Management for all Wealth Management lines of business and end users (Relationship Manager / Advisor Teams) to provide training and support on most application / systems. To also provide feedback and information to Management about the fixes, enhancements and learning opportunities to make the use of these applications / systems effective and efficient.

Key Accountabilities:

Implement and deliver training solutions for Relationship Manager / Advisor Teams by:

-Providing end user training and support for the applications / systems & operational processes for all of the business lines in Wealth Management, specific emphasis on Salesforce, Charles River, PureFacts & WealthPrint.

-Acting as consultant/trainer 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 communication of training initiatives to the branch / office network.

Managing Day to Day Technology / Operations 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 on program design to address learning gaps

-Creating training plans to address learning gaps within the offices / branches

-Developing, coordinating, delivering, and providing support to the office / branch network for all   operations/technology initiatives

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

-Exploring the use of complimentary training solutions and programs

-Building, expanding and maintaining relationships and networks with internal training professionals and external networks to continually improve upon the effectiveness of training

Contribute to the effective functioning of the ScotiaMcLeod Training Team by:

-Building effective working relationships across the Field Representative Team, the Relationship Manager / Advisory Teams and the Sales Management Teams in all of the Wealth Management business lines

-Maintaining a high level of 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.


-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

Educational Requirements:

-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/presenting

-Knowledge of course development, design and delivery, preferably in the brokerage industry

-Strong level knowledge of delivery methods, options and tools


-Knowledge of adult learning principles, preferred

-Bilingual French/English