Senior Wealth Strategist

2 weeks ago

Brampton, Ontario, Canada Scotiabank Full time

Job Summary

We are seeking a skilled Senior Wealth Strategist to join our team at Scotiabank. This is a challenging and rewarding role that requires strong relationship-building skills, sales acumen, and the ability to coach peers.

About the Role

The successful candidate will be responsible for attracting referrals from Retail Bank partners, enhancing client experiences through effective teaming, and contributing to the effective functioning of the Scotia Wealth Management team.

Main Responsibilities

  • Building extensive networks of relationships in Retail Branches under his/her coverage
  • Acting as the key field resource for the Retail Branch, consulting on SWM client opportunities/identification and jointly reviewing client lists to identify existing customers as prospective SWM clients
  • Working closely with the Financial Advisor, Small Business Advisor, and Branch Manager in all assigned branches with education and coaching on wealth offering and value proposition via skill builds and one-on-one coaching
  • Sharing success stories within the District and ensuring that Branch partners understand the SWM value proposition
  • Jointly with retail partners, organizing and delivering SWM client seminars and presentations, with representation from SWM partners in Private Investment Counsel, ScotiaMcLeod, Private Banking, and Scotiatrust
  • Providing education on SWM offerings/value prop to retail bankers
  • Providing timely communication on the status of all referred clients and ensuring recognition is provided to referral partners on all SWM closed business results
  • Taking responsibility for branch referral volumes from assigned retail branches into SWM and associated client satisfaction
  • Providing consistent coverage for District area Branches and contributing to the District's sales goals and objectives through effective liaison with other Bank partners (IS, HFA, IFC), SWM partners, and the WMBD National Office

Key Performance Indicators (KPIs)

  • Client satisfaction and retention
  • Branch referral volumes
  • Sales performance
  • Team collaboration and communication

Requirements

  • Canadian Securities Course (CSC), and/or other industry-related accreditations are highly desirable
  • Superior relationship building skills
  • Sales-driven mindset and ability to coach peers to identify, pursue, and refer new business opportunities
  • Strong presentation skills (including use of technology), ability to think and respond quickly, and able to adapt to change within a rapidly growing and complex area of personal financial services
  • An in-depth understanding of affluent clients' financial service needs from wealth accumulation through preservation
  • An ability to build and sell the 'Enriched Thinking' value proposition and Total Wealth Solutions
  • A good knowledge and understanding of multi-need financial planning
  • Knowledge of Personal Trust services such as Wills, Estate Planning, Executor, and Trustee Services, Trusts, and Agency Services including Off-Shore Trusts
  • Strong knowledge and understanding of investment and credit products and services
  • Knowledge of Wealth Management industry, our competitors, and their products and services, including market/customer segmentations and trends
  • A proven track record in providing client-centric wealth solutions to an affluent client base, both internal and external

Working Conditions

  • Incumbents located in metropolitan areas will be responsible for traveling short distances to regularly meet with their retail partners/clients to ensure assigned branches are engaged and kept informed
  • Incumbents located in smaller, rural centers may be required to travel considerable distances to meet clients and to visit the branches for which they are responsible
  • Evening seminars are held as well as individual meetings with clients and Bank partners which can require a longer than usual work day
  • Predictable and unpredictable deadlines are often imposed to meet the demands of clients, Scotiabank partners, Wealth Management Offices with occasional evening and weekend work

Compensation and Benefits

This is a full-time position with a competitive salary range of $90,000 - $120,000 per annum, depending on experience, plus benefits package including medical, dental, and vision coverage, RRSP matching, and paid time off.

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