PIC Wealth Manager

Scotiabank; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Wealth Manager to join their dynamic team in Toronto. This role focuses on building strong relationships with high net worth clients, providing tailored wealth management solutions, and driving business development initiatives. The ideal candidate will have a solid educational background in finance or business, complemented by strong interpersonal skills and a results-oriented mindset. Join a purpose-driven organization that values diversity and fosters a collaborative environment, offering industry-leading development programs to support your career growth.

Qualifications

• Post-secondary education in relevant fields is required.
• Strong relationship management and business development skills are essential.

Responsibilities

• Deliver exceptional client experiences and maintain accurate client records.
• Develop business plans and identify new client opportunities.

Skills

Relationship Management

Business Development

Communication Skills

Interpersonal Skills

Financial Knowledge

Education

Post-secondary education in Business, Economics, Accounting, or Finance

CSC, CIM (or in progress)

CFA (asset)

CFP (asset)

LLQP (asset)

Job description

Requisition ID: 225307

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

Purpose

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

The Wealth Manager is a non-registered 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 the Centralized Registrant & Investment Advisory Team (CRIA), who recommend tailored solutions based on a disciplined wealth management process.

The role involves developing deep client relationships to understand their life goals and needs, providing multidisciplinary private wealth solutions, and working with experts across the bank to deliver on client expectations. The Wealth Manager focuses on acquiring new clients, managing existing relationships, and identifying prospects to foster sustainable growth.

Accountabilities

Client Relationship Management

• Deliver exceptional client experiences and uphold the wealth advisory value proposition.
• Build mutually beneficial relationships with clients and Private Investment Counsel.
• Maintain accurate client records and conduct ongoing wealth conversations to understand client needs.
• Identify new business opportunities and collaborate with internal teams to meet client goals.
• Regularly review client accounts to ensure profitability and compliance.

Wealth Strategy Support and Execution

• Document the Life Discovery process to support tailored wealth strategies.
• Coordinate with investment teams to monitor and implement client investment plans.

Business Development

• Develop business plans, sales targets, and marketing strategies.
• Identify and attract new clients, expand assets, and increase revenue.
• Participate in community and professional events to grow networks.

Risk Management/Compliance

• Ensure adherence to all regulatory and internal policies.
• Participate in compliance activities and report suspicious activities.

Career Development

We offer industry-leading development programs tailored to each employee's needs, supporting progression towards AR registration.

Team Membership

• Contribute positively to the team environment, foster collaboration, and share knowledge.
• Maintain high client service standards and participate in team activities.

Education / Experience

• Post-secondary education in Business, Economics, Accounting, or Finance.
• CSC, CIM (or in progress), CFA (asset), CFP (asset), LLQP (asset).
• Industry experience or investment management knowledge is an asset.
• Strong relationship management, business development, communication, and interpersonal skills.
• Results-oriented, self-motivated, with integrity.

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

Location

Canada, Ontario, Toronto

About Scotiabank

Guided by our purpose, we help clients achieve success through a broad range of financial services. We value diversity and are committed to an inclusive, accessible environment. Candidates requiring accommodations during recruitment should contact our Recruitment team.