Wealth Management Consultant, Wealth Management Partnerships - Toronto Region

Requisition ID: #

Join a purpose-driven, high-performing team committed to results and inclusivity.

The Wealth Management Consultant (WMC) acts as the primary contact for referrals from Retail Banking into Scotia Wealth Management (SWM). They actively seek wealth management opportunities among existing customers, focusing on High Net Worth clients and Ultra-High Net Worth segments. The WMC understands SWM's offerings, including Investment Management, Private Banking, Estate & Trust Planning, and other wealth solutions.

The WMC targets clients with investable assets typically of $1,000,000 or more, with considerations for clients with assets over #,000 where complexity warrants.

Responsibilities include providing sales support and coaching to branches, enhancing referral conversations, and transitioning clients to Lead Relationship Managers (LRMs). They may also conduct needs assessments for Commercial Banking/Automotive clients.

Key duties involve:

1. Attracting referrals by educating and collaborating with Retail Bank partners, building networks, and organizing seminars.
2. Facilitating seamless client transitions to SWM LRMs, conducting assessments, and coordinating introductions.
3. Supporting team effectiveness through relationship building, participation in development activities, and fostering open communication.

Ideal candidates possess:

• Industry-related certifications like CSC (highly desirable).
• Strong relationship-building and sales skills.
• Excellent presentation and adaptability skills.
• Deep understanding of affluent clients' financial needs and wealth management products.

Working conditions vary by location, with travel requirements and occasional evening/weekend commitments.

Locations include Toronto, Brampton, Etobicoke, Markham, Mississauga, North York, Ontario.

Scotiabank values diversity and provides accommodations during recruitment. Only shortlisted candidates will be contacted.