Join Scotiabank as a Wealth Management Consultant in Ontario, enhancing client relationships within wealth management. Target affluent clients and drive business success through education and networking.
This role requires an impactful contribution to the Scotia Wealth Management Partnerships team, focusing on identifying opportunities with High Net Worth clients. You'll work collaboratively with branch teams and deliver valuable information regarding wealth management processes, ensuring clients receive tailored solutions based on their financial needs.
Key Responsibilities:
• Promote a customer-focused approach to deepen relationships
• Build relationships to drive referrals into SWM
• Collaborate with partners for client seminars and presentations
• Understand and facilitate client transitions to SWM
• Monitor and manage referral tracking using Salesforce
Requirements:
• Completion of Canadian Securities Course highly desired
• Relevant experience in ba...