Wealth Management Professional

1 month ago


Montreal, Quebec, 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 exceptional client service and support in the areas of taxation, financial planning, and investment management.

Key Responsibilities:
  • Prepare and analyze tax returns, ensuring compliance with all relevant regulations and laws.
  • Provide expert advice on financial planning and investment strategies to clients.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date with industry trends and developments, applying this knowledge to provide innovative solutions to clients.
  • Collaborate with cross-functional teams to ensure seamless delivery of services to clients.
Requirements:
  • Post-secondary education in a relevant field, such as finance, accounting, or business.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive salary and benefits package, including health and dental insurance, retirement savings plan, and paid time off.
  • The chance to work with a leading financial institution, making a real impact on the lives of our clients.

At Scotiabank, we value diversity and inclusion, and are committed to creating a workplace that is welcoming and inclusive for all employees. If you are a motivated and talented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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