Wealth Management Consultant

1 month ago

Richmond Hill, Ontario, Canada Scotiabank Full time
Role Summary

We are seeking a highly skilled and experienced Wealth Management Consultant to join our team at Scotiabank. As a key member of our Wealth Management team, you will be responsible for identifying and pursuing wealth management opportunities among existing customers, and providing sales support and coaching to branches to enhance client sales referral conversations.

Key Responsibilities
  • Attract referrals by educating Retail Bank partners, opportunity spotting with these partners, and serving as the single point of contact for referrals from Canadian Banking into Scotia Wealth Management.
  • Build extensive networks of relationships in the Retail Branches under your coverage, and act 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.
  • Work 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.
  • Share success stories within the District and ensure that Branch partners understand the SWM value proposition.
  • Jointly with retail partners, organize and deliver SWM client seminars and presentations, with representation from SWM partners in Private Investment Counsel, ScotiaMcLeod, Private Banking, and Scotiatrust.
  • Provide education on SWM offerings/value prop to retail bankers.
  • Provide timely communication on the status of all referred clients and ensure recognition is provided to referral partners on all SWM closed business results.
  • Take responsibility for branch referral volumes from assigned retail branches into SWM and associated client satisfaction.
  • Provide consistent coverage for District area Branches and contribute 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.
Requirements
  • Candidate must have Canadian Securities Course (CSC), and/or other industry-related accreditations.
  • 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 client's 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 travelling short distances to regularly meet with their retail partners/clients to ensure assigned branches are engaged and kept informed.
  • Incumbents located in smaller, rural centres 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.
  • Both predictable and unpredictable deadlines are often imposed to meet the demands of clients, Scotiabank partners, Wealth Management Offices with occasional evening and weekend work.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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