Senior Relationship Manager Indigenous Wealth

Scotiabank; Kelowna; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank is seeking a Senior Relationship Manager for its Indigenous Wealth team in Kelowna. The role focuses on building strong connections with Indigenous communities, offering investment strategies and support. Candidates should have 8-10 years of experience in financial markets, strong interpersonal skills, and a proactive approach. The position requires domestic travel and work in a standard office environment. This is a unique opportunity to make a significant impact within Indigenous advisory roles.

Qualifications

• Proactive team player thriving in a fast-paced environment.
• Ability to prioritize tasks and attention to detail.
• Self-starter with strong communication skills.

Responsibilities

• Develop and expand relationships with Indigenous communities.
• Lead client meetings and prepare investment strategy reports.
• Build strategic relationships with external Indigenous contacts.
• Promote investment strategies through client interactions.

Skills

Financial markets understanding

Interpersonal skills

Leadership

Communication (verbal and written)

Problem-solving

Resource management

Detail-oriented

Education

Eight to ten years of relevant experience

Job description

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Requisition ID: 248478

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

Posted pursuant to Scotiabank’s Special Program under the Employment Equity Act and Canadian Human Rights Act. While you must be an Indigenous person in order to submit your resume, participation is completely voluntary. Please use the definition below to make sure you’re eligible and open to self-identifying as an Indigenous person: Indigenous Peoples include First Nations, Métis and Inuit People. Only Indigenous Peoples who come from Canada should identify themselves as belonging to this designated group.

As a senior member of the Indigenous Wealth team, the Senior Relationship Manager, Indigenous Wealth primary responsibility will be to contribute to the building of deep relationships with First Nation, Metis and Inuit clients and prospects. The individual will be responsible for building out strategic relationships with organizations who have strong advisory roles with Indigenous nations including legal, advisory and accounting practices. The Senior Relationship Manager, Indigenous Wealth will also contribute to a range of proactive sales activities targeted to prospective Indigenous clients directly and through internal bank channels, resulting in client acquisition and growth in AUM for the firm. In addition, the Senior Relationship Manager, Indigenous Wealth will assist in serving existing clients, support management’s requirements for the generation of market and competitor intelligence, product analysis, business case creation and sales reporting and pipeline development. The selected candidate will influence business strategy and bring potential for expansion of responsibilities.

The chosen candidate will contribute to the overall success of the Indigenous Wealth team by ensuring that specific individual goals, plans, initiatives are executed / delivered in support of the team’s strategies and objectives. He or she will also ensure all activities conducted are compliant with current governing regulations, internal policies and procedures.

Is this role right for you? In this role you will:

• Responsible for developing and expanding relationships with Indigenous communities primarily in Western Canada with support for the Indigenous team.
• Lead the preparation and execution of client meetings by attending Trustee, Chief & Council and Annual General meetings on Reserve. Prepare and complete monthly, quarterly, annual and ad‑hoc reporting for the client’s investment strategies.
• Build and strengthen strategic relationships with external Indigenous COIs contacts that include legal, advisory and accounting practices by developing and executing proactive, creative and ongoing contact.
• Develop and expand internal Scotiabank awareness of Indigenous Wealth team’s capabilities and expertise.
• Develop, provide and present educational material geared directly to Indigenous Nations and their community groups.
• Work with Indigenous team to develop thought leadership pieces for presentation at National conferences and for internal capacity building within Scotia.
• Promote investment strategies through frequent client interactions and discussions covering investment philosophy, process and performance.
• Act as a liaison to the research, investment management & product management groups to ensure active, enthusiastic support of the sales and marketing process to Indigenous clients.
• Be a key contributor to a thorough and disciplined business development and sales process.
• Gather broad market intelligence, build competitive analysis and incorporate into new and existing product development plans.
• Champion a high performance environment and help implement a dynamic, enthusiastic, positive and inclusive organizational culture that attracts, retains, develops and motivates the team.

Education, Professional Experience, Certifications and Skills required:

• Eight to ten years of relevant experience, which could include consultant relations, investment consulting, portfolio management/research, institutional relationship management or financial markets.
• Demonstrated understanding of financial markets, investments and the needs of Indigenous Nations and their consultants.
• Proactive team player with ability to prioritize, thrive in a fast‑paced environment, demonstrate a high level of professionalism and pay great attention to detail.
• Strong interpersonal, leadership, listening, communication (both verbal and written), problem‑solving and resource management skills.
• A self‑starter who is equally at home working within cross‑functional teams.
• Strong communication skills (verbal and written).

Working Conditions:

• Work in a standard office‑based environment; non‑standard hours are a common occurrence. Moderate travel domestically.

Location(s): Canada : British Columbia : Kelowna

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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 requireincluding, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.