12 Aug
|
Scotia Wealth Management
|
Ontario
12 Aug
Scotia Wealth Management
Ontario
Leverage your relationship management skills as a Wealth Manager at Scotia Jarislowsky Fraser! This non-registrant role focuses on HNW clients and personal growth.
As a Wealth Manager, you will rely on your CSC and business development experience to build and nurture HNW relationships. The role emphasizes acquiring clients, delivering high-quality advice, and ensuring compliance with internal policies. You'll collaborate with an inclusive team committed to achieving excellence.
Key Responsibilities:
• Acquire recent HNW clients through effective networking
• Establish deep, trusting client relationships
• Deliver tailored wealth solutions across various areas
• Ensure compliance with KYC documentation requirements
• Collaborate with colleagues to deliver comprehensive client services
Requirements:
• CSC certification required; CIM preferred
• Business development experience with HNW clients
• Strong communication and relationship-building skills
• Desire to pursue further wealth management certifications
• Post-secondary education in Finance or related fields
Join SJF to build long-term client relationships and thrive in a supportive environment.
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📌 Wealth Manager at Scotia Jarislowsky Fraser (Ontario)
🏢 Scotia Wealth Management
📍 Ontario