Total Wealth Manager

5 months ago

Winnipeg, Canada Scotiabank Full time

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

  • Advisor, IG Wealth Management, Corporate Channel

    6 months ago

    Winnipeg, Canada IG Wealth Management Full time

    Advisor, 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...

  • Senior Wealth Manager

    3 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionUnlock Your Potential with RBCAs a Senior Wealth Manager at RBC Dominion Securities, you'll have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. With our extensive resources and expertise, you'll be able to create customized portfolios and wealth plans tailored to...

  • Manager, Wealth

    1 month ago

    Winnipeg, Canada Cambrian Credit Union Full time

    Job Details Description As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit. Cambrian Credit Union is seeking a Manager, Wealth &...

  • Manager, Wealth

    1 month ago

    Winnipeg, Canada Cambrian Full time

    As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.Cambrian Credit Union is seeking a Manager, Wealth & Advisory Services to join our dynamic...

  • Manager, Wealth

    4 weeks ago

    Winnipeg, Canada Cambrian Full time

    As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit. Cambrian Credit Union is seeking a Manager, Wealth & Advisory Services to join our dynamic...

  • Senior Wealth Management Professional

    2 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Senior Wealth Management Professional at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while also advancing your own career.Company OverviewRoyal Bank of Canada is a leading financial institution that provides a wide range of financial services to individuals, businesses, and...

  • Wealth Management Professional

    2 weeks ago

    Winnipeg, Manitoba, Canada NBC Full time

    About the RoleWe are seeking a talented Wealth Management Professional to join our team at National Bank Financial - Wealth Management. As a key member of our organization, you will play a crucial role in supporting clients achieve their financial goals.Key ResponsibilitiesClient Support: Diligently and attentively support and manage your portfolio of...

  • Tax and Estate Specialist

    4 weeks ago

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

    **Tax and Estate Specialist** **Location**:This position can be based out of any of our office locations across Canada. **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...

  • Senior Financial Planner

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Planner to join our Corporate Channel team. As a key member of our team, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen and solidify relationships, and supporting a positive client experience.Job DescriptionThe ideal...

  • Wealth Advisor

    4 weeks ago

    Winnipeg, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Winnipeg, MB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...

  • Manager, Compliance Supervision

    5 months ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Manager, Compliance Supervision

    6 months ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Regional Insurance Consultant

    5 months ago

    Winnipeg, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Regional Insurance Consultant to join our Insurance team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 105-200 Graham Avenue, Winnipeg, MB. Reporting to the SVP, Insurance the Regional Insurance Consultant is responsible for achieving the...

  • Manager, Compliance Supervision

    6 months ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Project Management Lead

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job DescriptionWe are seeking an experienced Project Manager to join our team at IG Wealth Management, a leading wealth management company. As a Project Manager, you will be responsible for leading the delivery of multiple projects with significant impact to the organization and multi-year budgets upwards of $3M.Key ResponsibilitiesLead project teams and...

  • Wealth Management Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada NBC Full time

    Company OverviewNational Bank Financial - Wealth Management is a leading firm in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across approximately 100 branches.CompensationThe estimated annual salary for this role is around $120,000, based on industry standards and the company's competitive compensation package.Job...

  • Wealth Management Assistant

    6 months ago

    Winnipeg, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective...

  • Strategic Business Leader for Managed Solutions

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job Summary:The Senior Manager, Managed Solutions is a pivotal role at IG Wealth Management, overseeing business operations and driving strategic initiatives. This leadership position demands exceptional expertise in policy management, process optimization, and resource allocation. The successful candidate will be responsible for developing and implementing...

  • Digital Production Manager

    2 weeks ago

    Winnipeg, Manitoba, Canada Mackenzie Investments Full time

    Mackenzie Investments is a leading diversified wealth and asset management company in Canada. With approximately $271 billion in total assets under management, the company provides a range of financial planning and investment management services to Canadians.

  • Financial Advisor

    4 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    We are seeking skilled individuals to become part of our growing team at IG Wealth Management. As a Corporate Employed Advisor, you will utilize your Mutual fund licensed or Securities licensed expertise to provide exceptional financial services to our clients. This role offers a unique opportunity to work in a dynamic environment and contribute to the...