Client Relationship Manager

6 days ago


London, Ontario, Canada Scotiabank Full time
About the Role:
We are seeking a skilled Total Wealth Planning Associate to join our team at Scotiabank. As a key member of our Financial Planning group, you will provide critical support to our Senior Total Wealth Planners, assisting in the preparation of financial plans for high-net-worth clients. If you have a passion for financial planning, excellent analytical skills, and a customer-centric approach, we encourage you to apply.

Main Responsibilities:
1. Assist Senior Total Wealth Planners in creating preliminary financial plans that address clients' needs and objectives.
2. Provide administrative support, including maintaining client files, ordering stationery, and ensuring compliance with regulatory requirements.
3. Collaborate with colleagues to achieve quality control standards and maintain exceptional client service.

What We Offer:
Scotiabank provides a dynamic work environment, opportunities for career advancement, and a competitive compensation package. If you are passionate about delivering exceptional client experiences and driving business results, we invite you to explore this exciting opportunity.

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