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Total Wealth Manager
3 hours ago
Select how often (in days) to receive an alert: Requisition ID: 249047 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Purpose Contributes to the overall success of the Global Wealth 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 National Director, Total Wealth Managers to support the execution of SWM’s 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; promotes resources and channels for fulfilling Client Solutions; identifies and highlights best practices and provides insights and support to influence how relationship managers deliver Total Wealth; and delivers 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 engages regional / local leadership on progress and gap resolution; monitors client engagements and related outcomes and ensures relationship managers updated; influences 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; identifies gaps in team processes and opportunities to deepen knowledge and coordinate delivery of in‑depth, technical training; supports Regional Director and local Advisory Manager coaching efforts and provides 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 collaborates 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 : British Columbia : Vancouver || Canada : British Columbia : Victoria || Canada : British Columbia : White Rock 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. If you require technical assistance, please click here. 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. Job Segment: Regional Manager, Relationship Manager, Compliance, Marketing Manager, Investment Banking, Management, Customer Service, Legal, Marketing, Finance #J-18808-Ljbffr
