Become a trusted advisor as a Senior Wealth Manager with Scotia Jarislowsky Fraser, delivering exceptional private wealth solutions to High Net Worth clients in an inclusive environment.
This senior relationship management role focuses on building deep, enduring connections with HNW and UHNW clients. You will collaborate closely with investment specialists to provide holistic wealth strategies that align with client goals. Your expertise will drive new client acquisition and retention while ensuring compliance with regulatory standards.
Key Responsibilities:
• Deliver exceptional client wealth management experiences
• Develop and retain long-lasting client relationships
• Coordinate tailored wealth solutions through expert teams
• Conduct comprehensive life-based wealth planning discussions
• Act on feedback to enhance client satisfaction
Requirements:
• Post-secondary education in Business or Finance
• Proven success in relationship management and sales
• Solid understanding of wealth management strategies
• Experience with compliance and regulatory requirements
• CIM designation or actively pursuing it
Utilize your wealth management expertise to provide clients with tailored strategies and achieve their financial objectives.
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