Montreal Wealth Manager - Client Relations Focus

Montreal Wealth Manager - Client Relations Focus

08 Sep
|
Scotia Wealth Management
|
Montreal

08 Sep

Scotia Wealth Management

Montreal

Enhance wealth management experiences at Scotiabank as a Wealth Manager in Montreal. Focus on building robust client relationships while providing integrated financial solutions. This senior role is geared towards professionals with experience managing relationships with HNW and UHNW clients. You will oversee a growth plan, lead wealth management conversations, and collaborate with specialists to deliver tailored strategies. Manage a prospect pipeline and deepen existing client relationships

- Partner with experts for cohesive financial planning
- Participate in regulatory compliance actively
- Represent Scotiabank at networking events Educational background in Finance or related areas
- Fluency in French is highly preferred
- Become a pivotal part of Scotiabank's team in Montreal, delivering high-quality wealth management services.

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📌 Montreal Wealth Manager - Client Relations Focus
🏢 Scotia Wealth Management
📍 Montreal

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