Wealth Manager, Private Investment Counsel

1 week ago

Ottawa, Canada Scotiabank Full time

Requisition ID: 181565

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Our dedicated and experienced Private Investment Counsel team believes that our clients’ investment portfolios should never lose sight of what matters most to them.

We are looking for a Wealth Manager for our Ottawa office who will develop client relationships to gain an intimate understanding of their life goals. Through this understanding, they will be responsible for engaging Bank and Scotia Wealth Management partners as needed to deliver on wealth strategies and directing our “team of experts” to deliver on our value proposition and client experience expectations.

The Wealth Manager is a non-registered senior relationship manager and is responsible for representing a total wealth offering to high net worth (HNW) and ultra-high net worth (UHNW) private wealth clients. The Wealth Manager will support clients to achieve their life and financial goals through close collaboration with the team of experts in the Centralized Registrant & Investment Advisory Team (CRIA) who will recommend solutions for client’s short and long term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.

The Wealth Manager will focus on acquiring and managing new clients, while deepening relationships with a book of existing high value clients. He/she will also be responsible for identifying high net worth/ultra-high net worth prospects in specific markets by developing acquisition strategies and maintaining a prospect sales pipeline in order to generate sustainable and profitable growth.

The Wealth Manager understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted follow internal policies and procedures and have a thorough knowledge of permissible activities under the regulatory environment.

**Is this role right for you? In this role you will**:

- Collaborate with team of experts and total wealth partners to provide life-based wealth solutions focused on enabling client goals and life plans
- Based on an intimate understanding of their clients’ situation, identifying and capitalizing on new business opportunities throughout the lifecycle of client relationships
- Consistently delivering the desired client experience during all client interactions
- Use strong knowledge of the Bank’s, Scotia Wealth Management and Private Investment Counsel
- Provide diverse products and services, to ensure the client’s needs are well understood, documented and satisfied
- Act as the primary point of contact for clients
- Direct and utilize the team of experts to deliver on wealth strategies and wealth value promise
- Partner with all internal product/service business partners, as required ensuring client needs are met
- Actively listen and seek client feedback on services and the delivery of client experience
- Consistently execute on SWM and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database
- Respond to Senior Management inquiries, resolving problem situations autonomously when they arise
- Proactively identify strategies to address client needs
- Monitor client accounts to ensure optimal profitability is maintained in each relationship

**Wealth Strategy Support and Execution**
- Document the Life Discovery process facilitated by the Relationship Manager in order to develop an in-depth understanding of client’s needs to support the CRIA teams’ recommended strategy and investment solutions based on the client’s needs, risk tolerance and short/medium and long term objectives
- Collaborating with the Centralized Investment Management team who will execute upon defined investment management processes and with the Central Registrant and Investment Advisory Team (CRIA) to communicate advice to clients on their investment portfolio
- Ensuring regular monitoring of client investment portfolios is completed by appropriate team of expert partners
- Supporting the client’s Financial Plan and wealth strategy and participating in the client’s annual Financial Plan review process
- Partnering with financial planning experts to engage clients in a robust discovery and planning process the output of which will be a detailed financial overview and plan
- Contributing to the packaging of a long term roadmap to execute on key wealth strategies identified through the planning process
- Coordinating the continual review and monitoring of a client’s financial plan and wealth strategies stemming from the plan.

**Business Development**
- Developing and managing business plans including sales targets and marketing strategies for prospective and existing clients
- Using a PIC defined business development and sales planning process

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