02 Sep
|
Scotiabank
|
Ontario
02 Sep
Scotiabank
Ontario
Scotia Jarislowsky Fraser seeks a Wealth Manager to enhance relationships with High Net Worth clients while delivering comprehensive wealth solutions in a supportive team environment.
As a senior relationship manager, you play a pivotal role in client acquisition and support tailored financial strategies. Collaborate with financial planning experts to ensure client objectives are met through disciplined, goals-based approaches. Your ability to navigate complex wealth needs is essential for client satisfaction and retention.
Key Responsibilities:
• Enhance the client experience via personalized wealth solutions
• Deepen client relationships through ongoing engagement
• Collaborate with specialists for integrated wealth strategies
• Conduct thorough financial plan reviews and adjustments
• Address client concerns and manage relationships effectively
Requirements:
• Relevant degree in Business, Finance, or Economics
• Solid track record in wealth management sales
• Familiarity with investment principles and compliance
• CIM designation or in pursuit of completion
• Proven skills in relationship management
Drive your career as a Wealth Manager and empower clients in their financial journeys.
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📌 Wealth Manager Role with Scotia Jarislowsky Fraser (Ontario)
🏢 Scotiabank
📍 Ontario