Wealth Management Professional

1 day ago


Montreal, Quebec, Canada Scotiabank Full time
Job Overview

We are seeking a highly skilled and motivated Wealth Management Professional to join our team at Scotiabank.

About the Role

The successful candidate will be responsible for providing exceptional client service, managing client relationships, and delivering tailored wealth management solutions.

Key Responsibilities
  • Provide personalized service to clients, ensuring timely and accurate account administration
  • Manage client relationships, identifying new business opportunities and referrals
  • Collaborate with cross-functional teams to deliver comprehensive wealth management solutions
Requirements

To be successful in this role, you will require:

  • A university degree or equivalent industry experience
  • Successful completion of Canadian Securities Course and/or Trust Institute designation/diploma
  • Thorough knowledge of trust accounting principles, systems, and policies
  • Working knowledge of personal trust policies, financial planning processes, and tools
Benefits

As a Wealth Management Professional at Scotiabank, you can expect:

  • A competitive salary range: $70,000 - $90,000 per year
  • A dynamic and supportive work environment
  • Ongoing training and professional development opportunities
About Scotiabank

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



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