Elevate client experiences as a Wealth Manager dedicated to building relationships and facilitating investment growth. Focus on high-net-worth and ultra-high-net-worth clients in a supportive environment.Professionals in this role will engage with clients, build knowledge of their financial needs, and foster long-term relationships. You will collaborate with total wealth partners to provide comprehensive solutions while ensuring compliance with industry standards. This position emphasizes relationship management and continuous professional development as you work towards becoming a registered Associate Portfolio Manager.Key Responsibilities:• Lead client relationships for HNW clients• Identify and address clients’ financial objectives• Collaborate with teams to deliver integrated wealth solutions• Maintain compliance with regulatory standards• Document and maintain a robust knowledge of client needsRequirements:• CSC required; CIM preferred within 24 months• Experience in client relationship management• Strong communication skills and investment knowledge• Post-secondary education in Finance or related fields• Interest in pursuing further industry certifications is a plusContribute to exceptional client experiences while developing your career in wealth management.#J-18808-Ljbffr
Wealth Manager Focused On Client Relationships
SCOTIA WEALTH MANAGEMENT
northeastern ontario, northeastern ontario
Published 27 days ago
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