Scotia Jarislowsky Fraser seeks a Wealth Manager to enhance relationships with High Net Worth clients while delivering comprehensive wealth solutions in a supportive team setting.
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 • Strong 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. #J-18808-Ljbffr
📌 Wealth Manager Role with Scotia Jarislowsky Fraser (Winnipeg)
🏢 Scotiabank
📍 Winnipeg
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