Wealth Management Professional

3 weeks ago


Hamilton, Ontario, Canada Scotiabank Full time
Job Title: Wealth Management

We are seeking a highly skilled and motivated individual to join our team as a Wealth Management professional. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on their financial planning and wealth management needs.

Key Responsibilities:
  • Prepare and analyze financial data to provide accurate and timely advice to clients.
  • Develop and implement comprehensive financial plans to meet clients' goals and objectives.
  • Provide expert guidance on tax planning and compliance to ensure clients' financial well-being.
  • Collaborate with cross-functional teams to deliver exceptional client service and support.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices.
Requirements:
  • Strong analytical and problem-solving skills with attention to detail.
  • Excellent communication and interpersonal skills with ability to work with diverse client groups.
  • Proven experience in financial planning and wealth management with a strong understanding of tax laws and regulations.
  • Ability to work in a fast-paced environment with multiple priorities and deadlines.
  • Strong organizational and time management skills with ability to prioritize tasks and meet deadlines.
What We Offer:
  • A dynamic and supportive work environment with opportunities for growth and development.
  • A competitive salary and benefits package with opportunities for bonuses and incentives.
  • A comprehensive training program to ensure your success in the role.
  • A collaborative and inclusive team culture with opportunities for professional networking and development.

Scotiabank is a leading bank in the Americas, committed to helping our customers, their families, and their communities achieve success through a broad range of advice, products, and services. We value diversity, equity, and inclusion and are committed to creating a workplace that is inclusive and accessible for everyone. If you require accommodation during the recruitment and selection process, please let us know. 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.



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