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Wealth Management Consultant
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The WMC serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management, actively pursuing wealth management opportunities among existing customers. Targeting High Net Worth clients and Ultra-High Net Worth client segments, the WMC understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Protection, and Philanthropic services.
Major Accountabilities include attracting referrals by educating Retail Bank partners, opportunity spotting, and serving as the key field resource for the Retail Branch. The WMC is responsible for providing sales support and coaching to branches to enhance client sales referral conversations.
The WMC targets existing bank clients who are considered to be in the High Net Worth customer segments as defined by referral arrangements between Scotia Wealth Management business lines and Bank Partners typically defined as having investable assets of $1,000,000 or more.
