Wealth Strategist for Mass Affluent Clients

1 month ago


Montreal, Quebec, Canada Scotiabank Full time
About Scotiabank

Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.' The bank helps its customers, their families, and their communities achieve success through a broad range of advice, products, and services.

Job Title: Wealth Strategist for Mass Affluent Clients

Estimated Salary Range: $60,000 - $100,000 per year, based on location and experience.

Job Description:

The successful candidate will focus on developing and deepening client relationships by providing high-quality investment and financial planning advice to mass affluent clients. This role requires a comprehensive understanding of financial planning principles and a strong ability to analyze complex financial situations.

The key responsibilities include:

  • Conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Delivering trusted financial advice to clients regarding their investments and retirement planning.
  • Building relationships with existing clients and growing long-standing relationships.

The ideal candidate should have:

  • Experience in financial planning and investment sales.
  • Accreditation as a mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • Bilingualism in French and English.

At Scotiabank, we value diversity and inclusion. We are committed to creating an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.



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