Wealth Management Specialist
1 month ago
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 attracting referrals, enhancing the client experience, and contributing to the effective functioning of our team.
Key Responsibilities- Attract referrals by educating Retail Bank partners and serving as the single point of contact for referrals from Canadian Banking into Scotia Wealth Management.
- Enhance the client experience by facilitating a seamless transition of the HNW's client relationship from the Retail Bank to the Lead Relationship Manager within SWM.
- Contribute to the effective functioning of the Scotia Wealth Management team by building effective working relationships, participating in team learning development activities, and maintaining a high level of customer service.
- 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 to identify, pursue, and refer new business opportunities.
- Strong presentation skills, ability to think and respond quickly, and 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.
- A good knowledge and understanding of multi-need financial planning, personal trust services, investment and credit products, and wealth management industry trends.
- Incumbents located in metropolitan areas will be responsible for travelling short distances to regularly meet with their retail partners/clients.
- 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.
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Wealth Management Specialist
4 weeks ago
Brampton, Ontario, Canada Scotiabank Full timeRole OverviewThis is a unique opportunity to join the Scotia Wealth Management team as a Wealth Management Consultant. In this role, you will be responsible for building relationships with Retail Bank partners, identifying and pursuing new business opportunities, and providing exceptional client experiences.Key ResponsibilitiesDevelop and maintain...
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Administrative Support Specialist
3 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeVY Integrated Wealth Management Services is seeking an Administrative Support Specialist to join our team. This role will be responsible for providing administrative support to our HR department, ensuring that their activities meet the organization's goals.Key ResponsibilitiesArrange and coordinate seminars, conferences, and other eventsCoordinate the...
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Office Support Specialist
5 hours ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeAbout the JobWe are seeking a highly organized and detail-oriented Office Support Specialist to join our team at VY Integrated Wealth Management Services.Job Summary:The successful candidate will provide administrative support to our senior management team, ensuring seamless day-to-day operations and contributing to the overall success of the...
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Administrative Support Specialist
3 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeJob SummaryVY Integrated Wealth Management Services is seeking an experienced Administrative Support Specialist to join our team. The successful candidate will be responsible for providing administrative support to our office operations, ensuring the smooth day-to-day functioning of our business.Key Responsibilities- Coordinate seminars, conferences, and...
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Administrative Support Specialist
3 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at VY Integrated Wealth Management Services. The successful candidate will provide administrative support to our team, ensuring the smooth operation of our daily activities.Key ResponsibilitiesCoordinate seminars, conferences, and other...
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Administrative Support Specialist
3 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at VY Integrated Wealth Management Services. The successful candidate will be responsible for providing administrative support to our HR department, ensuring seamless day-to-day operations.Key ResponsibilitiesCoordinate seminars, conferences,...
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Administrative Support Specialist
3 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeVY Integrated Wealth Management Services is seeking an Administrative Support Specialist to join our team. This role will be responsible for coordinating seminars, conferences, and other events, as well as managing the activities of the HR department to ensure they meet the organization's goals.The ideal candidate will have excellent written communication...
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Office Support Specialist
2 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeVY Integrated Wealth Management Services is seeking an experienced Office Administrative Assistant to join our team. The successful candidate will be responsible for coordinating seminars, conferences, and other events, as well as managing the activities of the HR department to ensure they meet the organization's goals.The ideal candidate will have a...
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Office Support Specialist
2 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeVY Integrated Wealth Management Services seeks a highly organized and detail-focused Administrative Coordinator to support our team. Key ResponsibilitiesCo-ordinate seminars, conferences, and other eventsSupport the HR department in achieving organizational goalsDistribute mail and other materialsPlan and organize daily operationsSupervise and train other...
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Wealth Management Advisor
1 month ago
Brampton, Ontario, Canada Scotiabank Full timeUnlock Your Potential as a Wealth Management ConsultantAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Consultant, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Develop and maintain strong relationships with clients to...
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Wealth Management Advisor
1 month ago
Brampton, Ontario, Canada Scotiabank Full timeUnlock Your Potential as a Wealth Management ConsultantAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Consultant, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Develop and maintain strong relationships with clients to...
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Wealth Management Advisor
4 weeks ago
Brampton, Ontario, Canada Scotiabank Full timeUnlock Your Potential as a Wealth Management ConsultantAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Consultant, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Develop and maintain strong relationships with clients to...
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Wealth Management Advisor
4 weeks ago
Brampton, Ontario, Canada Scotiabank Full timeUnlock Your Potential as a Wealth Management ConsultantAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Consultant, you'll play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Develop and maintain strong relationships with clients to...
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Office Support Specialist
2 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeVY Integrated Wealth Management Services is seeking an experienced Office Administrative Assistant to join our team. The ideal candidate will have a strong background in administration, excellent communication skills, and the ability to work in a fast-paced environment.Key ResponsibilitiesCoordinate seminars, conferences, and other eventsSupport the HR...
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Wealth Management Professional
2 weeks ago
Brampton, Ontario, Canada Royal City Recruitment Inc Full timeAbout our Client:Royal City Recruitment Inc is seeking a dedicated Financial Services Representative to join their team. This role focuses on wealth management products, including Mutual Funds, Segregated Funds, Annuities, RRSPs, TFSAs, and more.We are searching for a wealth expert with a genuine passion for helping clients achieve their financial...
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Accounting Specialist
3 weeks ago
Brampton, Ontario, Canada Wealth Cloud Accounting Professional Corp Full timeWe are seeking a highly skilled Accounting Specialist to join our team at Wealth Cloud Accounting Professional Corp. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.The ideal candidate will have excellent organizational and...
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Accounting Specialist
3 weeks ago
Brampton, Ontario, Canada Wealth Cloud Accounting Professional Corp Full timeWe are seeking a skilled Accounting Specialist to join our team at Wealth Cloud Accounting Professional Corp. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.The ideal candidate will have excellent organizational and...
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Office Administrative Assistant
3 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeJob SummaryVY Integrated Wealth Management Services is seeking an experienced Office Administrative Assistant to join our team. The successful candidate will provide administrative support to our office operations, ensuring seamless day-to-day activities.Key ResponsibilitiesCoordinate seminars, conferences, and other eventsSupport the HR department in...
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Administrative Assistant
4 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeJob Title: Office Administrative AssistantWe are seeking a highly organized and detail-oriented Office Administrative Assistant to join our team at VY Integrated Wealth Management Services.Key Responsibilities:Coordinate seminars, conferences, and other eventsSupport the HR department in achieving organizational goalsManage mail and other materialsPlan and...
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Administrative Assistant
4 weeks ago
Brampton, Ontario, Canada VY Integrated Wealth Management Services Full timeJob Title: Office Administrative AssistantWe are seeking a highly organized and detail-oriented Office Administrative Assistant to join our team at VY Integrated Wealth Management Services.Key Responsibilities:Coordinate seminars, conferences, and other eventsSupport the HR department in achieving organizational goalsManage mail and other materialsPlan and...
