Montreal Wealth Manager – Client Relations Focus

Montreal Wealth Manager – Client Relations Focus

25 Sep
|
Scotia Wealth Management
|
Montreal

25 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. Your dedication to client satisfaction and compliance will contribute to significant and sustainable growth.Key Responsibilities:Manage a prospect pipeline and deepen existing client relationshipsEngage clients through ongoing wealth discussionsPartner with experts for cohesive financial planningParticipate in regulatory compliance activelyRepresent Scotiabank at networking eventsRequirements:Educational background in Finance or related areasCSC certification necessary; CIM completion expectedFluency in French is highly preferredBackground with wealth strategies beneficialStrong interpersonal and communication skillsBecome a pivotal part of Scotiabank's team in Montreal, delivering high-quality wealth management services.

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

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