Virtual Wealth Management Consultant

3 weeks ago

Vancouver, British Columbia, Canada Scotiabank Full time

Role Overview

Contributes to the overall success of the Canadian Wealth Management (CWM) Partnerships team, ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives. The incumbent works closely with the Partnerships leadership team to ensure the virtual enablement strategy is executed in alignment with the segment strategies and virtual capabilities across CWM and Canadian Banking.

Key Responsibilities

  • Champions a client-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Builds and maintains an extensive network of relationships across CWM and the Scotiabank, including virtual capabilities and networks in Canadian Banking, Canadian Wealth, and International Wealth.
  • Understands clients' needs and ensures an exceptional client experience through fast and effective teaming to facilitate a seamless transition from the initial online inquiry to the appropriate WMC or advisory Bank partner.
  • Connecting with prospects from Tangerine, the Estate Centre of Expertise, and those inquiring about Estate and Trust, International Wealth solutions or other scenarios that require a better understanding of the service they require and completing a warm hand-off to the relationship managers and/or the WMC in market.
  • Requires an in-depth understanding and knowledge of the CWM advisory businesses and their offerings, as well as the wealth management industry trends, our competitors, and their products/services and market/customer segmentation.
  • Timely response to partners on client progress, referrals reporting, and adherence to CWM referral processes.
  • Understands how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.
  • Champions a high-performance environment and contributes to an inclusive work environment.

Requirements

  • Asset for being fluent in Mandarin & Cantonese.
  • 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, pursue, and refer new business opportunities.
  • Strong presentation skills (including use of technology), ability to think and respond quickly, and able to adapt to changes 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.
  • 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.
  • A proven track record in providing client-centric wealth solutions to an affluent client base, both internal and external.

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