Regional Wealth Management Associate

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

Is this position a fit for you?

In this role, you will be entrusted with specific responsibilities, which include:

  • Assisting in prospecting and pipeline management: This involves ensuring that new opportunities are accurately documented and monitored within Salesforce; generating reports and guiding leaders and advisors towards relevant reporting on leads; collaborating with planning teams and Total Wealth Managers (TWMs) to provide necessary data for integrating estate and trust planning into comprehensive wealth proposals.
  • Supporting the sales process: This encompasses preparing files (either paper or digital) prior to client discovery meetings, which may require the completion of the Estate Planning Questionnaire, gathering existing planning documents, and summarizing current financial holdings along with any available beneficiary designations. Additionally, it includes preparing all essential new business documentation, such as fee agreements and account opening forms when necessary. You will also assist by communicating with law firms and following up with lawyers and clients.
  • Quality assurance support: You will help ensure that new business submissions are complete and accurate. This includes verifying that all documentation (original Wills, Powers of Attorney, etc.) and reporting are finalized correctly and punctually. You will also support immediate fee reporting for the team.
  • Facilitating business development and advisor education: This includes scheduling and confirming client appointments, managing logistics for road trips and meeting rooms, and assisting in the preparation for seminars/webinars – such as organizing, registering participants, managing logistics, liaising with presenters, and directing advisors to available resources.
  • Providing administrative support: You will assist the team in conducting business digitally, managing mail and courier flow where digital processing is not feasible, ensuring that supplies are well-stocked, triaging emails, calls, and requests, and coordinating meetings and travel arrangements as needed.
  • Promoting a customer-centric culture: You will work to deepen client relationships and leverage broader bank relationships, systems, and knowledge.
  • Understanding risk management: You will consider the Bank's risk appetite and culture in your daily activities and decisions.
  • Pursuing operational efficiency: You will actively seek effective operations in your area in alignment with Scotiabank's Values, Code of Conduct, and Global Sales Principles, ensuring compliance with operational, compliance, AML/ATF/sanctions, and conduct risk obligations.
  • Championing a high-performance environment: You will contribute to fostering an inclusive workplace.

Key Responsibilities:

  • Directly support a select group of Total Wealth Managers in a region that includes advisors from various business lines, while engaging with numerous specialists integrating estate and trust solutions into their strategies.
  • Be part of a team that supports approximately 42 Total Wealth Managers alongside other Scotia Wealth Management field staff, which comprises over 70 specialist professionals and more than 800 relationship managers across various business lines.

Do you possess the skills that will enable you to excel in this role? We would be excited to collaborate with you if you have:

  • Strong analytical, organizational, communication, and interpersonal skills.
  • Proficiency in Outlook, MS Word, Teams, Excel, PowerPoint, and Salesforce.
  • A university degree or equivalent experience.
  • Knowledge of the Estate & Trust and/or wealth management sector.
  • Industry accreditation (such as a Certificate in Estate and Trust Administration) is a plus.
  • Familiarity with legal documents like Wills, Trust Deeds, and Powers of Attorney is advantageous.
  • Bilingualism (English-French) is a benefit.
  • High attention to detail and strong follow-through capabilities.
  • Ability to prioritize multiple tasks simultaneously, even under pressure.
  • Excellent teamwork skills combined with the ability to work independently.
  • Demonstrated initiative, proactivity, and a sense of responsibility.
  • A commitment to service excellence for both internal and external clients.
  • The ability to effectively manage change.

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