Private Wealth Manager for UHNW Clients

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

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.