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Wealth Management Consultant WM Client Solutions
Location:
Halifax
Description:
Requisition ID: 183564 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Scotia Wealth Management Partnerships team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The incumbent serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (SWM), and actively pursues wealth management opportunities among existing clients (excluding existing SWM clients). Targeting the High Net Worth and Ultra-High Net Worth client segments, the incumbent understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Philanthropic Services and MD Financial among other available Wealth Solutions to effectively transition clients to the most appropriate business line(s) and Relationship Manager(s) for the client’s total wealth needs. Accountabilities Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Builds and maintains an extensive network of relationships in an assigned territory to educate partners and attract referrals to SWM. Works closely with the Financial Advisors, Small Business Advisors, Branch Managers and other partners across the bank to jointly review client lists to identify prospective SWM clients and provide education and coaching on the Enriched Thinking value proposition and SWM offerings. Jointly with Retail partners organizes and delivers SWM client seminars and presentations, with representation from SWM partners in Private Investment Counsel, Scotia Mc Leod, Private Banking, Scotiatrust and MD Financial. Understands client’s needs and ensures an exceptional. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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More About this Listing: Wealth Management Consultant WM Client Solutions
Wealth Management Consultant WM Client Solutions is a Executive Management Consultant Job at Scotiabank located in United States. Find other listings like Wealth Management Consultant WM Client Solutions by searching Oodle for Executive Management Consultant Jobs.
Wealth Management Consultant WM Client Solutions is a Executive Management Consultant Job at Scotiabank located in United States. Find other listings like Wealth Management Consultant WM Client Solutions by searching Oodle for Executive Management Consultant Jobs.