Current jobs related to Total Wealth Manager - Toronto, Ontario - Scotiabank
-
Total Wealth Manager
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes 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...
-
Total Wealth Manager
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes 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...
-
Total Wealth Management Expert
3 days ago
Toronto, Ontario, Canada Scotiabank Full timeJob DescriptionThe Manager, Specialized Programs and Client Strategies plays a key role in supporting the development and execution of key initiatives and programs that drive engagement and growth for Scotia Wealth Management's Total Wealth offering. This position requires strong project management skills, exceptional communication and interpersonal skills,...
-
Total Wealth Services Executive
3 days ago
Toronto, Ontario, Canada Scotiabank Full timeAs a Financial Wealth Manager at Scotiabank, you will play a key role in promoting and sustaining our Total Wealth offering. This includes presenting the SWM value proposition and service offering to internal audiences, promoting resources and channels for fulfilling Client Solutions, and identifying and highlighting best practices to influence how...
-
Wealth Management Professional
5 days ago
Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full timeNicola Wealth Management Ltd. offers a unique opportunity to join a team of experienced professionals who share a passion for delivering exceptional wealth management services.Our company has established itself as a national leader in wealth management, driven by our sophisticated financial planning approach and diversified private investment funds with...
-
Wealth Management Professional
2 days ago
Toronto, Ontario, Canada Optimize Wealth Management Full time $120,000About Optimize Wealth Management: As a fast-growing financial services firm based in Toronto, we are committed to providing innovative investment solutions and exceptional client service. Our team is passionate about helping clients achieve their financial goals through personalized wealth management strategies.Job Role: We are seeking a highly skilled...
-
Wealth Planning Associate
5 days ago
Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full timeWe 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 Planning Associate
17 hours ago
Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full timeWe 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,...
-
Financial Wealth Manager
4 days ago
Toronto, Ontario, Canada Scotiabank Full timeJob Summary:We are seeking a highly skilled Financial Wealth Manager to join our team in Canada. As a key member of our Client Solutions group, you will play a crucial role in delivering exceptional results-driven service to our clients.About the Role:The ideal candidate will have a minimum of 5 years of experience in Wealth Management, working closely with...
-
Manager of Service Management Functions
4 days ago
Toronto, Ontario, Canada Aviso Wealth Full timeJob SummaryWe are seeking an experienced IT Service Delivery Manager to join our team. As a key member of our IT leadership team, you will be responsible for managing and developing the service management functions within Information Technology and ensuring that delivery of all IT infrastructure services meet or exceed service levels expectations.About Aviso...
-
Wealth Management Advisor
3 days ago
Toronto, Ontario, Canada Optimize Wealth Management Full time $120,000About Us">Optimize Wealth Management is a leading financial services firm based in Toronto, dedicated to providing personalized wealth management solutions to our clients.">Job Summary">We are seeking an experienced Portfolio Manager to join our team, responsible for managing discretionary or managed accounts, and providing exceptional client service.">Key...
-
Wealth Management Specialist
3 days ago
Toronto, Ontario, Canada Cardinal Point Wealth Management, ULC Full timeSenior Wealth ManagerWe are currently seeking a Senior Wealth Manager to join our team at Cardinal Point Wealth Management, ULC. In this role, you will be responsible for providing exceptional wealth management services to our clients across Canada and the United States.Your key responsibilities will include:Portfolio Management: Managing client portfolios...
-
Wealth Management Support Specialist
4 days ago
Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full timeAbout Us: Nicola Wealth is a leading provider of wealth management services in Canada. Our team of experts is dedicated to helping individuals and families achieve their financial goals.Your Role: As a Wealth Planning Associate, you will play a key role in supporting our Wealth Advisors to deliver exceptional client service. Your primary responsibility will...
-
Wealth Management Leader
3 days ago
Toronto, Ontario, Canada Scotiabank Full time**Job Description:**The successful candidate will contribute to the overall success of the Client Solutions group in Canada by executing specific individual goals, plans, and initiatives in support of the team's business strategies and objectives.**Key Accountabilities:**Champions a customer-focused culture to deepen client relationships and leverage broader...
-
IT Service Delivery Manager
4 days ago
Toronto, Ontario, Canada Aviso Wealth Full timeOverviewAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.About the RoleThis position is responsible...
-
Senior Total Wealth Planner
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of JobFinancial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth...
-
Senior Manager, Wealth and Taxation
6 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the PositionWe are seeking a highly experienced Senior Manager, Wealth Management Taxation to join our team. This individual will play a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax expertise and enhancing the delivery of the Total Wealth offering.Key...
-
Digital Content Creator
9 hours ago
Toronto, Ontario, Canada Optimize Wealth Management Full timeCompany OverviewOptimize Wealth Management (Optimize Inc.) is a leading wealth management company providing personalized financial solutions and advice to its clients. With a focus on holistic approaches, the company delivers tailored services including financial planning, portfolio management, tax preparation, debt management, and estate planning.Job...
-
Senior Wealth Management Professional
3 days ago
Toronto, Ontario, Canada Cardinal Point Wealth Management, ULC Full timeWealth Manager and Investment AdvisorWe are seeking a talented Wealth Manager and Investment Advisor to join our team at Cardinal Point Wealth Management, ULC. In this role, you will be responsible for providing exceptional wealth management services to our clients across Canada and the United States.Your key responsibilities will include:Investment...
-
Wealth Management Data Strategist
5 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the PositionWe are seeking a highly motivated Wealth Management Data Strategist to join our team. In this role, you will be responsible for developing solutions for Scotia Wealth Management team using Power BI and other data visualization tools.The successful candidate will have a strong background in data analysis, with experience working with Power...
Total Wealth Manager
4 weeks ago
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.
- Leads 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.
- Manages 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.
- Leads 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.
- Supports business development activity that proactively targets 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.
- Drives 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.
- Provides leadership support to Regional Director, Client Solutions by troubleshooting any issues related to the coordination of specialists and or inconsistencies in our delivery of the offering.
- Understands 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 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 : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
#J-18808-Ljbffr
