Embrace the opportunity to become a Wealth Manager, focusing on high-net-worth clients and building strong relationships. Utilize your investment expertise to provide tailored financial advice and grow within a dynamic team-focused culture.This role invites professionals with a passion for wealth management and client service to drive client engagement and help navigate their financial journeys. Your responsibilities include client relationship management, developing consolidated asset solutions, and ensuring compliance with all regulations. Collaboration is key, as you contribute to an inclusive team environment.Key Responsibilities:• Lead business development efforts for new client acquisition• Establish deep client connections through life-based discovery• Integrate investment advice with planning and insurance solutions• Monitor KYC compliance and client documentation accuracy• Work with team members to create integrated supportRequirements:• CSC required; CIM preferred within 24 months• Relevant business development and relationship management experience• Background with HNW clients or wealth management concepts is a plus• Strong client communication and relationship-building skills• Post-secondary education in Finance/Business or related fieldsCapitalize on your wealth management skills to foster client success while advancing in a respected team culture.#J-18808-Ljbffr
Wealth Manager Focused On High-Net-Worth Client Development
SCOTIABANK
oakville, oakville
Published 27 days ago
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