Scotia Jarislowsky Fraser Wealth Manager - Montreal

Scotia Wealth Management; Montreal; Presencial; CAD 80.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Access to industry-leading development programs

Mentorship opportunities

Supportive total-wealth environment

Descripción de la vacante

Scotia Wealth Management is looking for a Wealth Manager in Montreal who will act as a trusted advisor to high-net-worth clients. The role involves building relationships, identifying new client opportunities, and working closely with various teams to provide integrated wealth solutions.

The ideal candidate has a strong background in finance, excellent communication skills, and a professional proficiency in French. The position offers access to top development programs and a supportive team environment.

Formación

• Post-secondary education in Finance, Business, Economics, or related fields.
• CSC required; CIM (or working toward CIM) strongly preferred.
• Professional proficiency in French strongly preferred.
• Interest in pursuing CFA, Pl. Fin. (IQPF), and/or LLQP is an asset.

Responsabilidades

• Manage a growth plan that includes prospecting and networking.
• Build strong, long-term relationships with HNW and UHNW clients.
• Coordinate with specialists to deliver integrated advice.
• Follow all regulatory and compliance guidelines.

Conocimientos

Communication skills

Relationship management

Business development

Financial concepts knowledge

Proficiency in French

Educación

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

CSC

CIM (or pursuing)

Descripción del empleo

Overview

The Wealth Manager is a senior, non‑registered relationship manager and trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients. This role delivers holistic wealth management solutions aligned with clients’ short‑and long‑term goals by representing the full Total Wealth offering and collaborating closely with the Centralized Registrant & Investment Advisory (CRIA) team.

Key focus includes acquiring new HNW/UHNW clients, deepening existing relationships, and managing a strong prospect pipeline to generate sustainable, profitable growth. The Wealth Manager operates in alignment with Scotiabank’s values, code of conduct, global sales principles, and all regulatory and risk‑management requirements.

Responsibilities

Business Development

• Manage a growth plan that includes prospecting, networking, and deepening existing relationships.
• Identify and attract new HNW/UHNW prospects and consolidate assets from existing clients.
• Maintain a strong prospect pipeline and follow up on referral opportunities.
• Represent SJF at community, professional, and industry events.
• Collaborate with Wealth, Commercial, Retail, and other partners, including COIs, to identify new opportunities.
• Work closely with Regional Director/Market Lead to analyze market opportunities and develop business development, referral and partner inclusive strategies.
• Partner with Wealth Management Consultants in the business acquisition process.

Client Relationship Management

• Build strong, long‑term relationships with HNW and UHNW clients.
• Lead ongoing wealth conversations to understand clients’ goals, circumstances, and needs.
• Coordinate with financial planning, investment, banking, and wealth specialists to deliver integrated advice.
• Connect clients to the right experts and ensure their plans and strategies stay on track.
• Look for opportunities to add value, solve problems proactively, and improve client experience.
• Frequent review of book/client accounts to ensure optimal profitability is maintained in each relationship.

Wealth Strategy Support

• Document the Life Discovery process to develop an in‑depth understanding of client’s needs and support CRIA teams’ recommended strategy and investment solutions.
• Collaborate with the Centralized Investment Management team to execute defined investment management processes and communicate investment portfolio advice.
• Help shape long‑term wealth strategies and keep clients informed and engaged.

Risk & Compliance

• Follow all regulatory, compliance, and risk‑management guidelines.
• Ensure client files, KYC, and documentation remain complete and accurate.
• Identify and elevate unusual or suspicious activity as needed.

Team & Culture

• Contribute to a positive, collaborative team environment.
• Share knowledge, ideas, and best practices.
• Support a culture of respect, integrity, and inclusion.

Skills & Qualifications

• Post‑secondary education in Finance, Business, Economics, Accounting, or related fields.
• CSC required; CIM (or working toward CIM) strongly preferred.
• Professional proficiency in French strongly preferred.
• Interest in pursuing CFA, Pl. Fin. (IQPF), and/or LLQP is an asset.
• Experience working with HNW clients, wealth strategies, or investment concepts is an asset.
• Strong communication, relationship management, and business‑development skills.
• Ability to explain financial concepts clearly and build trust quickly.
• Self‑motivated, goal‑oriented, and committed to delivering exceptional client experiences.

Additional Requirements

• CIM must be completed within 24 months.
• Must meet eligibility for registrant status with the securities commission.

Benefits

• Access to industry‑leading development programs and mentorship.
• A supportive total‑wealth environment with dedicated experts.
• Opportunities to grow your career as you work toward registrant status.
• Be part of a culture grounded in respect, collaboration, and outstanding client service.

Location

Canada: Quebec: Montreal

At Scotiabank, we value the unique skills and experiences each individual brings to the bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation, including an accessible interview site, alternate format documents, or assistive technology, please let our Recruitment team know. The successful candidate must have sufficient knowledge of English to interact and collaborate with groups and individuals based in Toronto and internationally.