Wealth Management Consultant

Overview

Elevate client experiences with Scotiabank as a Wealth Management Consultant. Drive wealth management opportunities among High Net Worth clients while adhering to regulations and internal policies. As a key member of the Scotia Wealth Management Partnerships team, you will promote our financial offerings and services. Bring your financial expertise to Scotiabank, delivering tailored wealth solutions and enriching client experiences.

• Embed yourself in the wealth management landscape, ensuring an exceptional transition for clients from Retail Banking.
• Establish and nurture relationships with Financial Advisors and other partners to develop current business opportunities.
• Champion a customer-focused culture to enhance client relationships.
• Build a network of relationships for referrals to SWM.
• Organize and facilitate client seminars with retail partners.
• Ensure seamless client transitions to appropriate Relationship Managers.
• Manage expenses and track referrals using Salesforce.

• Canadian Securities Course and related accreditations preferred.
• Expertise in bank or industry operations.
• Proficient in Mandarin and/or Cantonese beneficial.
• Superior relationship-building and sales skills.
• Solid knowledge of affluent client needs and wealth preservation.