Wealth Management Consultant Wm Client Solutions

6 months ago

Vancouver, Canada Scotiabank Full time

Requisition ID: 188659

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

The WMC serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (“SWM”), and actively pursues wealth management opportunities among existing customers (excludes existing clients in SWM). Targeting the High Net Worth clients and Ultra-High Net Worth client segments, the WMC understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Protection and Philanthropic services among other available wealth solutions.

The WMC targets existing bank clients who are considered to be in the High Net Worth customer segments as defined by referral arrangements between Scotia Wealth Management business lines and Bank Partners typically defined as having investable assets of $1,000,000 or more (however consideration can be made for clients with investable assets greater than $500,000 where complexity in Wealth solutions is evident).

The WMC is responsible in providing sales support and coaching to branches to enhance the client sales referral conversations. He/she also identifies and transitions the client to the most appropriate Lead Relationship Manager (LRM) for the client’s total wealth needs.

The WMC may also be called upon by Commercial Banking/Automotive to conduct a needs assessment for their customers.

**Major Accountabilities**:
1.Attract referrals by educating Retail Bank partners, opportunity spotting with these partners and serving as the single point of contact for referrals from Canadian Banking into Scotia Wealth Management by:

- Building extensive networks of relationships in the Retail Branches under his/her coverage
- Acting as the key field resource for the Retail Branch, consulting on SWM client opportunities/identification and jointly reviewing client lists to identify existing customers as prospective SWM clients
- Working closely with the Financial Advisor, Small Business Advisor and Branch Manager in all assigned branches with education and coaching on wealth offering and value proposition via skill builds and one-on-one coaching
- Sharing success stories within the District and ensuring that Branch partners understand the SWM value proposition
- Jointly with retail partners, organizing and delivering SWM client seminars and presentations, with representation from SWM partners in Private Investment Counsel, ScotiaMcLeod, Private Banking and Scotiatrust
- Providing education on SWM offerings/value prop to retail bankers
- Providing timely communication on the status of all referred clients and ensuring recognition is provided to referral partners on all SWM closed business results
- Taking responsibility for branch referral volumes from assigned retail branches into SWM and associated client satisfaction
- Providing consistent coverage for District area Branches and contributing to the District’s sales goals and objectives through effective liaison with other Bank partners (IS, HFA, IFC), SWM partners and the WMBD National Office

2. Enhance the client experience with fast and effective teaming by facilitating a seamless transition of the HNW’s client relationship from the Retail Bank to the Lead Relationship Manager within SWM by:

- Conducting an initial assessment of the client’s situation with the Retail partner and/or meeting with clients who have complex needs. Note that client meetings may not always be a requirement
- Following the defined process and making recommendations, through discussions with the Client Solutions Market Director or National Office, to determine the LRM(i.e. Portfolio Manager, Private Banker, Trust Officer, Wealth Advisor, etc.) within SWM that is the best fit for the client
- Facilitating the introduction of the LRM to the client and coordinating a session with the appropriate Scotia Wealth Management specialists to address the pertinent areas identified during the initial client needs assessment
- Continuing engagement with LRM and in order to maintain ongoing communication with the Retail partner to ensure engagement/informing through the client onboarding process
- Ensuring an exceptional client experience from client needs assessment with Retail partner to the introduction and immediate transition of the relationship of the LRM, promoting the “Enriched Thinking” value proposition and addressing the holistic total wealth offering

3. Contribute to the effective functioning of the Scotia Wealth Management team by:

- Building effective working relationships across the team and with various business line and corporate function contacts
- Participating actively in team learning development activities
- Maintaining a high level of customer service, including alignment to the Customer Experience Model
- Facilitating a culture of open and honest communication
- Actively participating and contributing to touch bases and team mee

  • Wealth Management Consultant Wm Client Solutions

    3 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 208032 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Wealth Management Consultant (WMC) serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (“SWM”), and actively pursues wealth management opportunities among existing customers...

  • Supervisor, Client Solutions

    7 months ago

    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Supervisor, Client Solutions to join our Client Solutions team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at...

  • Wealth Advisor

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    4 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Wealth Planning Associate

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Division Manager

    9 months ago

    Vancouver, Canada IG Wealth Management Full time

    **Lead, coach and grow your practice in an entrepreneurial environment where you define your success** **The Division Manager Opportunity** Inspire, motivate and build your practice! As Division Director with IG Wealth Management, you will work as part of the leadership team providing strategic direction for the region. In this role you will have the...

  • Wealth Management Associate

    4 months ago

    Vancouver, Canada Wellington-Altus Private Wealth Inc. Full time

    **Wealth Management Associate** **Location**:This in-office position will be based out of our Vancouver office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions...

  • Wealth Management Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    About the RoleWe're seeking a skilled Wealth Management Specialist to join our team at Raymond James Ltd. As a key member of our Total Wealth Solutions team, you'll be responsible for providing comprehensive financial planning services to high net worth clients. This is an excellent opportunity to leverage your expertise and passion for financial planning to...

  • Strategic Wealth Planning Professional

    2 hours ago

    Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full time

    OceanFront Wealth Inc. is a pioneering wealth management firm, dedicated to providing bespoke financial solutions for high-net-worth clients in the Lower Mainland.We take pride in our independent and personalized approach, aligning our clients' financial goals with their personal values to create a unique and customized experience.Our team strives to...

  • Wealth Planning Associate

    7 months ago

    Vancouver, Canada Nicola Wealth Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

  • Wealth Management Strategist

    3 days ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    At Disability Solutions, we value innovation and collaboration. We're seeking a talented Wealth Management Strategist to join our team in BC.About the Role:The successful candidate will be responsible for delivering exceptional service to high net worth clients, providing comprehensive financial planning solutions, and collaborating with internal teams to...

  • Transportation Manager Trainee

    2 months ago

    Vancouver, Canada WM Full time

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. **What is the value of a WM job?** The value of a WM job is **more than a paycheck**. It’s a way to create...

  • Wealth Management Consultant Expert

    4 weeks ago

    Metro Vancouver Regional District, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a leading financial institution seeking a highly skilled and experienced Wealth Management Consultant to join our team in Vancouver.OverviewThe successful candidate will be responsible for providing consulting services to clients, working closely with Investment Advisors to deliver integrated wealth management solutions. This role...

  • Technical Solutions Analyst, Temporary

    7 months ago

    Vancouver, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Technical Solutions Analyst to join our IT team for a 12 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1111 West Georgia Street Vancouver, BC. **Who you are**: - **Service** - You consider both internal and external...

  • Senior Tax Strategist, Wealth Management

    16 hours ago

    Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full time

    Job SummaryWe are seeking a Senior Tax Strategist to join our team at OceanFront Wealth Inc., a leading wealth management firm in the Lower Mainland. The ideal candidate will have a strong background in financial planning, tax optimization, and estate planning, particularly for corporate clients.

  • Cryptocurrency Account Manager

    3 days ago

    Vancouver, Canada VirgoCX Wealth Full time

    About VirgoCX WealthVirgoCX Wealth is a pioneering cryptocurrency trading services provider in Canada and Australia, dedicated to offering exceptional services that bridge the gap between traditional financial services and the cryptocurrency markets.We are expanding our business presence globally and seeking a dynamic and results-driven Cryptocurrency...

  • Wealth Management Associate

    3 days ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    Job Overview: Disability Solutions is seeking a skilled Wealth Management Associate to join our team. As a Wealth Management Associate, you will play a key role in supporting our wealth management services, including providing administrative support, collecting and recording new account and account update data, updating the procedure manual, and assisting in...

  • Wealth Management Professional

    3 days ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    Your RoleAs a Financial Services Advisor, you will be responsible for providing clients with advice on financial matters with a total wealth management perspective. This will involve understanding the needs of clients, then providing appropriate options and solutions to best meet those needs. You will also be responsible for building relationships with high...