Wealth Management Consultant Wm Client Solutions

6 months ago

Halifax, Canada Scotiabank Full time

Requisition ID: 183564

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

**Purpose**

Contributes to the overall success of the Scotia Wealth Management Partnerships team 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. The incumbent 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 clients (excluding existing SWM clients). Targeting the High Net Worth and Ultra-High Net Worth client segments, the incumbent understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Philanthropic Services and MD Financial among other available Wealth Solutions to effectively transition clients to the most appropriate business line(s) and Relationship Manager(s) for the client’s total wealth needs.

**Accountabilities**
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Builds and maintains an extensive network of relationships in an assigned territory to educate partners and attract referrals to SWM. Works closely with the Financial Advisors, Small Business Advisors, Branch Managers and other partners across the bank to jointly review client lists to identify prospective SWM clients and provide education and coaching on the Enriched Thinking value proposition and SWM offerings.
- Jointly with Retail partners organizes and delivers SWM client seminars and presentations, with representation from SWM partners in Private Investment Counsel, ScotiaMcLeod, Private Banking, Scotiatrust and MD Financial.
- Understands client’s needs and ensures an exceptional client experience through fast and effective teaming to facilitate a seamless transition of the client’s relationship from the Retail Bank to the appropriate Relationship Manager in SWM.
- Requires an in-depth understanding and knowledge of the SWM business lines and their offerings (Private Investment Counsel, ScotiaMcLeod, Private Banking, Scotiatrust and MD Financial) as well as the wealth management industry trends, our competitors and their products/services and market/customer segmentation.
- Timely completion of expense reports and adherence to the SWM referral processes (eg. Use of Salesforce to track pipeline and closed business, actively manages incoming and outgoing referrals, provide timely status updates to partners).
- 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.

**Dimensions**
- The incumbent is expected to develop and carry out business activities with mínimal direction and is normally located off-site and away from the main office. The incumbent seeks direction and coaching from the Scotia Wealth Management Regional Director, to achieve their overall mandate.
- The incumbent must be self-motivated and capable of working under little direction from direct supervisors, and highly skilled at uncovering and understanding the client’s personal wealth needs and goals and the knowledge to recommend the appropriate SWM relationship manager
- The incumbent is required to achieve targets; number of closed clients and total assets/lending/fees across SWM business lines (PIC, SM, Trust & PB).
- The incumbent will be evaluated against the delivery of Total Wealth and the WMC Operating Process including the determination of the RM, their ability to maintain relationships with bank partners, adhering to SWM Partnership rules, meeting SLA responsiveness levels with clients and SWM Partners

**Education / Experience / Other Information**
- Canadian Securities Course (CSC), and / or other industry-related accreditations are highly desirable Specific bank and/or industry experience

**In Addition**
- Superior relationship building skills
- Sales-driven mindset and ability to coach peers, pursue and refer new business opportunities
- Strong presentation skills (including use of technology), ability to think and respond quickly, and able to adapt to changes within a rapidly growing and complex area of personal financial services
- An in-depth understanding of affluent client’s financial service needs from wealth accu

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