PIC Wealth Manager

Scotiabank; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a leading financial institution as a Wealth Manager, where you will support high net worth clients in achieving their financial goals. This role involves developing client relationships, providing tailored wealth solutions, and ensuring operational efficiency while adhering to compliance and risk management policies.

Qualifications

• Post-secondary education in relevant fields.
• Certifications like CSC, CIM, CFA, CFP are assets.

Responsibilities

• Manage relationships with high net worth clients.
• Develop business plans and attract new clients.
• Collaborate with investment teams for strategy execution.

Skills

Relationship Management

Business Development

Communication

Interpersonal Skills

Education

Post-secondary education in Business

Post-secondary education in Economics

Post-secondary education in Accounting

Post-secondary education in Finance

Job description

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Requisition ID: 225307

Join a purpose-driven, winning team committed to results within an inclusive and high-performing culture.

Purpose

This position is a trusted advisor in private wealth services, supporting high net worth clients' holistic wealth management and investment growth goals through a firm-wide investment strategy and disciplined process.

The Wealth Manager is a senior relationship manager responsible for representing a comprehensive wealth offering to high net worth (HNW) and ultra-high net worth (UHNW) clients. They support clients in achieving their financial and life goals by collaborating with experts in the Centralized Registrant & Investment Advisory Team (CRIA), who recommend tailored solutions aligned with the client’s objectives.

The role involves developing client relationships to understand their life goals, circumstances, and needs, providing integrated private wealth solutions, and engaging Bank and Scotia Wealth Management partners to deliver on strategies and client experience expectations.

The Wealth Manager focuses on acquiring new clients, managing existing relationships, and identifying prospects through strategic development and maintaining a sales pipeline to ensure sustainable growth.

The role also ensures operational efficiency, compliance with regulations, and adherence to risk management policies.

Accountabilities

Client Relationship Management

• Deliver exceptional client experiences and uphold the wealth advisory value proposition.
• Develop mutually beneficial relationships with clients, maintaining detailed records.
• Conduct ongoing wealth conversations to understand and document client goals and needs.
• Identify new business opportunities and coordinate with experts to deliver tailored solutions.
• Review client accounts regularly to maintain profitability and compliance.

Wealth Strategy Support and Execution

• Document the Life Discovery process to support strategy and investment recommendations.
• Collaborate with investment teams to monitor and execute investment strategies.

Business Development

• Develop business plans, sales targets, and marketing strategies.
• Attract new clients and grow assets through strategic marketing and networking.
• Maintain a prospect pipeline and follow up on opportunities.

Team Membership

• Contribute to team effectiveness, foster a positive environment, and develop strong relationships with stakeholders.
• Promote a culture of open communication, knowledge sharing, and continuous improvement.

Education / Experience

• Post-secondary education in Business, Economics, Accounting, or Finance.
• Certifications such as CSC, CIM (or in progress), CFA, CFP, LLQP are assets.
• Industry experience and product knowledge are preferred.
• Strong relationship management, business development, communication, and interpersonal skills.

Ongoing education includes completing CIM within 18 months and working towards provincial securities registration.

Location

Canada: Ontario: Toronto

Additional Information

Scotiabank is committed to diversity and inclusion. Accommodations are available upon request. Candidates must apply online; only shortlisted candidates will be contacted.