Executive Wealth Strategist

1 week ago

Coquitlam, British Columbia, Canada Scotiabank Full time
Role Summary

We are seeking an experienced Executive Wealth Strategist to join our team in Canada. As a key member of our wealth management group, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

About the Role

This is an exciting opportunity to work with a leading bank in the Americas, where you will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

  • You will conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support our clients' financial goals.
  • Natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • You're self-directed, performance-oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions.
  • Be highly engaged, educate clients, provide relevant insights and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, clients, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Requirements

To succeed in this role, you will need:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What We Offer

In return for your expertise, we offer a competitive compensation and benefits package that rewards growing and maintaining your client base, access to leading-edge resources, and a work culture that promotes diversity, respect, and inclusion.

The estimated salary for this role is $80,000 - 120,000 CAD per year, depending on experience and qualifications. Scotiabank is a leading bank in the Americas, committed to making a difference in our communities – for you and your clients.

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