High Net Worth Client Strategist

1 week ago

Toronto, Ontario, Canada Scotiabank Full time
Job Overview

We are seeking an experienced High Net Worth Client Strategist to join our team at Scotiabank. As a key member of our Wealth Management department, you will play a critical role in driving business growth and delivering exceptional client experiences.

Responsibilities
  • Sales Support and Coaching: Provide sales support and coaching to branches to enhance client sales referral conversations, identifying and transitioning clients to the most appropriate Lead Relationship Manager for their total wealth needs.
  • Client Onboarding: Conduct initial assessments of client situations with Retail partners and/or meet with clients who have complex needs, facilitating seamless transitions of HNW client relationships from Retail Bank to Lead Relationship Manager within SWM.
  • Team Collaboration: Build effective working relationships across the team and with various business line and corporate function contacts, participating actively in team learning development activities and maintaining a high level of customer service.
Requirements
  • Education and Certification: Canadian Securities Course (CSC) and/or other industry-related accreditations highly desirable.
  • Relationship Building Skills: Superior relationship building skills, including ability to build and sell the Enriched Thinking value proposition and Total Wealth Solutions.
  • Sales Mindset: Sales-driven mindset and ability to coach peers to identify, pursue, and refer new business opportunities.
  • Presentation Skills: Strong presentation skills, including use of technology, able to think and respond quickly, and adapt to change within a rapidly growing and complex area of personal financial services.
Working Conditions

Incumbents located in metropolitan areas will be responsible for travelling short distances to regularly meet with their retail partners/clients. Evening seminars are held as well as individual meetings with clients and Bank partners which can require a longer than usual work day.

Location(s)

Canada: Ontario: Toronto

Estimated Salary Range

$70,000 - $100,000 per year, depending on experience.

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