Total Wealth Manager
3 months ago
Requisition ID: 187198
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose**
- Contributes to the overall success of the Client Solutions group in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
- Works in collaboration with the Regional Director, Client Solutions to support the execution of SWM’s (SWM) team-based offering.
**Accountabilities**
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Lead ongoing regional promotion and sustainment of the SWM offering by presenting the SWM value proposition and service offering to internal audiences; Promoting resources and channels for fulfilling Client Solutions; identifying and highlighting best practices and providing insights and support to influence how relationship managers deliver Total Wealth; and delivering training presentations to all SWM staff in the region
- Manage ongoing regional engagement activities related to the execution of Total Wealth through facilitation of regular high net worth plan development meetings as well as interaction with both relationship managers and specialists to fully investigate and develop high net worth client plans; proactively engage regional / local leadership on progress and gap resolution; monitoring client engagements and related outcomes and ensuring relationship managers updated; Influence relationship managers across all business lines to onboard clients into the financial planning process
- Lead the development and execution of practice management support to educate and coach relationship managers and specialists around the delivery of total wealth by working with relationship manager teams to effectively embed a total wealth approach into their business planning activities, client marketing processes, and end-to-end client service processes; identifying gaps in team processes and opportunities to deepen knowledge and coordinate delivery of in-depth, technical training; supporting Regional Director and local Advisory Manager coaching efforts and providing reinforcement of key messages to ensure strong alignment between specialists and our financial planning process
- Support business development activity that proactively target high net worth clients by participating in prospecting activities to articulate the total wealth offering; working with the Regional Directors to influence and build awareness of SWM capabilities and client solutions with our channel partners from across the bank in their region; participating in client and COI events and presentations to represent and articulate the Enriched Thinking brand promise; and Collaborating with National Office and other key stakeholders to implement key business initiatives that will enhance the Client Solutions offering and drive increased results in the region
- Drive communication from the field to National Office around the needs and support required by relationship managers and specialists to effectively deliver the Total Wealth offering
- Provide leadership support to Regional Director, Client Solutions by trouble shooting any issues related to the coordination of specialists and or inconsistencies in our delivery of the offering
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champions a high performance environment and contributes to an inclusive work environment.
**Education and Experience Requirements**:
- Minimum 5 years of Wealth Management experience working with relationship managers and with knowledge of wealth offering solutions
- University degree or equivalent
- Knowledge of the Canadian Wealth Management industry, financial instruments and markets, and current regulatory environments
- Previous client relationship management experience
- Previous marketing and promotion experience
- Knowledge of multiple front and back office systems and processes is desirable, including fluency and familiarity with client relationship management and tracking software
- Industry accreditation (CSC, CFP, PFP, Insurance license, other) would be an asset
Location(s): Canada : Saskatchewan : Saskatoon || Canada : Manitoba : Winnipeg
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their
-
Corporate Director, Data Management
4 weeks ago
Winnipeg, Canada IG Wealth Management Full timep>IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out...
-
Advisor, IG Wealth Management, Corporate Channel
4 months ago
Winnipeg, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate Channel Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting...
-
Financial Planner
22 hours ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Financial Planner - IG Wealth ManagementIG Wealth Management is seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will be responsible for providing holistic financial planning and advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and...
-
Financial Planner
19 hours ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Financial Planner - IG Wealth ManagementIG Wealth Management is seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will be responsible for providing holistic financial planning and advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and...
-
Winnipeg, Canada IG Wealth Management Full timep>IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out...
-
Senior Wealth Management Operations Analyst
4 weeks ago
Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full timeJob DescriptionJob Title: Senior Wealth Management Operations AnalystCompany: Wellington-Altus Private Wealth Inc.Job Summary:We are seeking a highly skilled and experienced Senior Wealth Management Operations Analyst to join our team at Wellington-Altus Private Wealth Inc. As a key member of our Wealth Products team, you will be responsible for overseeing...
-
Analyst, Wealth Products
4 weeks ago
Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full timeAnalyst, Wealth Products Location: This position will be in-office, based out of our Winnipeg location. 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 Inc., and...
-
Analyst, Wealth Products
4 weeks ago
Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full timeAnalyst, Wealth Products Location: This position will be in-office, based out of our Winnipeg location. 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 Inc., and...
-
Winnipeg, Manitoba, Canada IG Wealth Management Full timePosition: Financial Advisor, Corporate ChannelLocations: Various across Canada IG Wealth Management is seeking dedicated professionals to join our expanding team of Corporate Channel Advisors. If you hold a Mutual Fund or Securities license and are interested in a rewarding career, we encourage you to explore this opportunity. Role Overview: The ideal...
-
Senior Manager, Employee Communications
3 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Senior Manager, Employee CommunicationsWe are seeking a highly skilled and experienced Senior Manager, Employee Communications to join our team at IG Wealth Management. As a key member of our Human Resources department, you will play a pivotal role in enhancing the employee experience by leading innovative and metrics-based communications across...
-
Senior Manager, Employee Communications
3 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Senior Manager, Employee CommunicationsWe are seeking a highly skilled and experienced Senior Manager, Employee Communications to join our team at IG Wealth Management. As a key member of our Human Resources department, you will play a pivotal role in enhancing the employee experience by leading innovative and metrics-based communications across...
-
Manager, Compliance
4 weeks ago
Winnipeg, Canada IG Wealth Management Full timeLocation: Winnipeg IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are...
-
Manager, Compliance
4 weeks ago
Winnipeg, Canada IG Wealth Management Full timeLocation: Winnipeg IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are...
-
Network & Cybersecurity Senior Analyst
4 weeks ago
Winnipeg, Canada IG Wealth Management Full timep>IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out...
-
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Senior Manager, Employee CommunicationsLocation: Winnipeg or TorontoIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help over two million Canadians meet...
-
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Senior Manager, Employee CommunicationsLocation: Winnipeg or TorontoIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help over two million Canadians meet...
-
Head of Financial Strategy
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeDivision: IG Investment Solutions IGM Financial Inc. is recognized as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive suite of financial planning and investment management services designed to assist over two million...
-
Head of Financial Planning and Analysis
1 month ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeDivision: IGM Finance IGM Financial Inc. is recognized as one of Canada's premier diversified wealth and asset management firms, managing approximately $271 billion in total assets. The organization offers a comprehensive suite of financial planning and investment management solutions aimed at assisting over two million Canadians in achieving their...
-
Senior Event Manager
3 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Senior Event ManagerIG Wealth Management is seeking a highly skilled Senior Event Manager to join our Corporate & Field Event Marketing team. As a key member of our team, you will be responsible for planning and executing corporate conferences and events that deliver exceptional results.Key Responsibilities:Project manage overall event execution,...
-
Senior Event Manager
4 days ago
Winnipeg, Manitoba, Canada IG Wealth Management Full timeJob Title: Senior Event ManagerIG Wealth Management is seeking a highly skilled Senior Event Manager to join our Corporate & Field Event Marketing team. As a key member of our team, you will be responsible for planning and executing corporate conferences and events that deliver exceptional results.Key Responsibilities:Project manage overall event execution,...
