Private Wealth Manager – UHNW Growth & Holistic Planning

Scotiabank; Northeastern Ontario; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading bank in the Americas seeks a Wealth Manager to deliver holistic wealth management solutions for high net worth and ultra-high net worth clients. This role emphasizes building client relationships, managing their portfolios, and collaborating with teams to ensure tailored services that meet client needs. The ideal candidate has strong relationship management skills, a background in finance, and a commitment to providing exceptional client experiences. Opportunities for professional growth and development are available.

Qualifications

• Strong ability to learn, understand and explain financial and wealth strategies.
• Industry experience and/or investment management knowledge is preferred.

Responsibilities

• Develop client relationships to understand their life goals and needs.
• Identify and capitalizing on new business opportunities.
• Deliver exceptional client experience and wealth advisory value proposition.

Skills

Expert relationship management skills

Strong business development skills

Strong communication and influencing skills

Self-motivated and disciplined

Education

Post Secondary (Business, Economics, Accounting, Finance)

CSC

CIM, or in the process of attaining CIM accreditation

Enrollment in or completion of CFA program

Tools

Financial Planning (CFP)

Insurance (LLQP)

Job description

A leading bank in the Americas seeks a Wealth Manager to deliver holistic wealth management solutions for high net worth and ultra-high net worth clients. This role emphasizes building client relationships, managing their portfolios, and collaborating with teams to ensure tailored services that meet client needs. The ideal candidate has strong relationship management skills, a background in finance, and a commitment to providing exceptional client experiences. Opportunities for professional growth and development are available.