investment manager - banking, credit and investment

Scotiabank; Greater Sudbury; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Greater Sudbury is seeking an experienced Investment Manager to manage high-value client relationships and deliver personalized wealth management solutions. The ideal candidate will possess strong relationship-building skills, financial acumen, and the ability to collaborate across teams to fulfill client needs. This role offers competitive compensation and opportunities for professional development in a supportive work environment.

Benefits

Competitive compensation

Professional development opportunities

Supportive work environment

Qualifications

• Experience in private wealth management, banking, credit, or related fields.
• Strong client relationship building and communication skills.
• Knowledge of investment strategies and market trends.
• Understanding of AML/ATF, compliance, and risk management requirements.
• Ability to navigate and collaborate across multiple internal teams.

Responsibilities

• Deliver exceptional client experience and wealth advisory value.
• Develop profitable relationships between the client and counsel.
• Execute on client service standards.
• Conduct ongoing wealth conversations with clients.
• Identify new business opportunities based on client situations.
• Use knowledge of products to meet client needs.
• Collaborate with experts for wealth advice and solutions.
• Partner with planners to produce financial overviews.
• Review and monitor client financial plans.
• Seek client feedback on service delivery.

Skills

Client relationship building

Communication skills

Knowledge of investment strategies

Understanding of AML/ATF

Collaboration skills

Job description

Investment Manager – Banking, Credit and Investment

Posted on November 18, 2025 by Scotiabank.

Location: Greater Sudbury, ON (On site).

Salary: $35.90 to $86.54 per hour.

Employment: Permanent, full time, starts as soon as possible. Vacancy: 1.

Requisition ID: 242299. Advertised until: December 17, 2025.

Source: CareerBeacon #2191016.

Description

Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture. This position is a trusted advisor of private wealth services that meet high net worth clients’ short‑ and long‑term holistic wealth management and investment growth goals, through a firm‑wide investment strategy and a disciplined and defined wealth management process.

The Wealth Manager is a non‑registered senior relationship manager and is responsible for representing a total wealth offering to high net worth (HNW) and ultra‑high net worth (UHNW) private wealth clients. The Wealth Manager will support clients to achieve their life and financial goals through close collaboration with the team of experts in the Centralized Registrant & Investment Advisory Team (CRIA) who will act as Registrant and recommend solutions for client’s short‑ and long‑term holistic wealth management and investment growth goals, through a firm‑wide investment strategy and a disciplined and defined wealth management process.

The Wealth Manager develops client relationships to gain an intimate understanding of their life goals, circumstances and needs to provide multidisciplinary private wealth solutions integrated into an ongoing and continuous life‑based discovery process supported by a robust offering from experts from the overall total wealth teams.

Through this understanding, he/she will be responsible for engaging Bank and Scotia Wealth Management partners as needed to deliver on wealth strategies and directing the “team of experts” to deliver on our value proposition and client experience expectations.

The Wealth Manager focuses on acquiring new clients and managing/retaining/deepening relationships with a book of existing high‑value clients. He/she will also identify high net worth/ultra‑high net worth prospects in specific markets by developing acquisition strategies and maintaining a prospect sales pipeline to generate sustainable and profitable growth.

The Wealth Manager actively pursues effective and efficient operations of his/her 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 operational, compliance, AML/ATF/sanctions and conduct risk obligations.

Responsibilities

• Consistently delivering exceptional client experience and the wealth advisory value proposition during all interactions.
• Developing a professional, mutually beneficial, and profitable relationship between the client and Private Investment Counsel.
• Consistently executing on SWM and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database.
• Participate/ conduct/ document ongoing wealth conversations with clients, developing, and sustaining an intimate and ongoing understanding of client life goals, circumstances, and wealth needs.
• Identify and capitalize on new business opportunities throughout the lifecycle of client relationships based on an intimate understanding of their situation.
• Use knowledge of the bank’s, Scotia Wealth Management and Private Investment Counsel diverse products and services to ensure clients’ needs are well understood, documented, and satisfied.
• Collaborate with team of experts and total wealth partners to provide life‑based wealth advice and solutions focused on enabling client goals and life plans.
• Partner with financial planning experts to engage clients in a robust discovery and planning process, producing a detailed financial overview and plan.
• Coordinate continual review and monitoring of a client’s financial plan and wealth strategies stemming from the plan.
• Actively listen and seek client feedback on product and service delivery.

Qualifications

• Experience in private wealth management, banking, credit, or related fields.
• Strong client relationship building and communication skills.
• Knowledge of investment strategies and market trends.
• Understanding of AML/ATF, compliance, and risk management requirements.
• Ability to navigate and collaborate across multiple internal teams.

Benefits

Benefits are provided by Scotiabank and may include competitive compensation, professional development opportunities, and a supportive work environment.