Scotiabank

Wealth Management Consultant WM Client Solutions

Scotiabank • $80K — $100K *
Edmonton, AB T5A 0A1In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Canadian Securities Course (CSC) or related industry accreditations are preferred.
  • Strong relationship-building abilities.
  • Sales-oriented mindset with capabilities in coaching peers and pursuing new business.
  • Excellent presentation skills with technological proficiency.
  • Deep understanding of affluent clients' financial service requirements and wealth management trends.
  • Ability to effectively communicate the 'Enriched Thinking' value proposition and comprehensive wealth solutions.
  • Knowledge of personal trust services including estate planning and investment products.

Responsibilities

  • Drive a customer-centric culture to enhance client relationships.
  • Develop and maintain a robust network within an assigned territory to generate SWM referrals.
  • Collaborate with partners to identify prospective SWM clients and provide education on SWM offerings.
  • Organize and present SWM seminars in partnership with retail bank representatives.
  • Ensure seamless client transitions between Retail Banking and SWM to enhance client experience.
  • Complete administrative tasks thoroughly, including expense reports and Salesforce updates.
  • Adhere to risk management and compliance protocols in daily activities.

Benefits

  • Comprehensive training and development opportunities.
  • Supportive and inclusive work environment.
  • Opportunities for career advancement within Scotia Wealth Management.
  • Access to a robust range of financial services and tools.
  • Participation in team-oriented and customer-focused initiatives.
Full Job Description
Requisition ID: 263600

Purpose

Contributes to the overall success of the Scotia Wealth Management Partnerships team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The incumbent serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (SWM), and actively pursues wealth management opportunities among existing clients (excluding existing SWM clients). Targeting the High Net Worth and Ultra-High Net Worth client segments, the incumbent understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Philanthropic Services and MD Financial among other available Wealth Solutions to effectively transition clients to the most appropriate business line(s) and Relationship Manager(s) for the client's total wealth needs.

What you will be doing:

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Builds and maintains an extensive network of relationships in an assigned territory to educate partners and attract referrals to SWM. Works closely with the Financial
  • Advisors, Small Business Advisors, Branch Managers and other partners across the bank to jointly review client lists to identify prospective SWM clients and provide education and coaching on the Enriched Thinking value proposition and SWM offerings.
  • Jointly with Retail partners organizes and delivers SWM client seminars and presentations, with representation from SWM partners in Private Investment Counsel,
  • ScotiaMcLeod, Private Banking, Scotiatrust and MD Financial.
  • Understands client's needs and ensures an exceptional client experience through fast and effective teaming to facilitate a seamless transition of the client's relationship from the Retail Bank to the appropriate Relationship Manager in SWM.
  • Requires an in-depth understanding and knowledge of the SWM business lines and their offerings (Private Investment Counsel, ScotiaMcLeod, Private Banking,
  • Scotiatrust and MD Financial) as well as the wealth management industry trends, our competitors and their products/services and market/customer segmentation.
  • Timely completion of expense reports and adherence to the SWM referral processes (eg. Use of Salesforce to track pipeline and closed business, actively manages incoming and outgoing referrals, provide timely status updates to partners).
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of the respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while 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.
  • Champions a high performance environment and contributes to an inclusive work environment


Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

  • Canadian Securities Course (CSC), and / or other industry-related accreditations are highly desirable Specific bank and/or industry experience
  • Superior relationship building skills
  • Sales-driven mindset and ability to coach peers, pursue and refer new business opportunities
  • Strong presentation skills (including use of technology), ability to think and respond quickly, and able to adapt to changes within a rapidly growing and complex area of personal financial services
  • An in-depth understanding of affluent client's financial service needs from wealth accumulation through preservation
  • An ability to build and sell the "Enriched Thinking" value proposition and Total Wealth Solutions
  • A good knowledge and understanding of multi-need financial planning
  • Knowledge of Personal Trust services such as Wills, Estate Planning, Executor and Trustee Services, Trusts and Agency Services including Off-Shore Trusts
  • Strong knowledge and understanding of investment and credit products and services
  • A proven track record in providing client-centric wealth solutions to an affluent client base, both internal and external


Location(s): Canada : Alberta : Edmonton

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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