Market Lead for Private Investment Counsel
3 weeks ago
Scotiabank is seeking a highly skilled Market Lead to join our Private Investment Counsel team in Edmonton, Alberta. As a key member of our leadership team, you will be responsible for overseeing and leading a team of investment professionals in the Western Region market.
Key Responsibilities:- Develop and manage business plans, including sales targets and marketing strategies for prospective and existing clients.
- Network and maintain a strong market profile with client segment and with both internal and external contacts/stakeholders.
- Use a defined business development and sales planning process to find and identify new business opportunities.
- Execute on marketing strategies to attract and retain valuable clients.
- Develop acquisition strategies and manage a prospect sales opportunity pipeline.
- University Degree (Business, Economics, Accounting, Finance)
- Minimum 5 years direct experience in discretionary investment management
- CSC
- Must be willing to work towards completion of CIM within 18 months
- Must be willing to work towards achievement of registrant status with provincial securities commission
- The opportunity to join a forward-thinking and collaborative team
- Work with and learn from diverse industry leaders
- A rewarding career path with opportunities for professional development
- An inclusive working environment that encourages creativity and curiosity
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Market Lead for Private Investment Counsel
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Title: Market Lead for Private Investment CounselScotiabank is seeking a highly skilled and experienced Market Lead to join our Private Investment Counsel team. As a key member of our leadership team, you will be responsible for leading a team of investment professionals in the Western Region market and driving the achievement of defined revenue...
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Market Lead for Private Investment Counsel
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Title: Market Lead for Private Investment CounselScotiabank is seeking a highly skilled and experienced Market Lead to join our Private Investment Counsel team. As a key member of our leadership team, you will be responsible for leading a team of investment professionals in the Western Region market and driving the achievement of defined revenue...
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Market Lead, Private Investment Counsel
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Title: Market Lead, Private Investment CounselScotiabank is seeking a highly skilled Market Lead, Private Investment Counsel to join our team in Edmonton, Alberta. As a key member of our Scotia Wealth Management team, you will be responsible for leading a team of investment professionals in the Western Region market and driving revenue growth through...
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Market Lead, Private Investment Counsel
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Title: Market Lead, Private Investment CounselScotiabank is seeking a highly skilled Market Lead, Private Investment Counsel to join our team in Edmonton, Alberta. As a key member of our Scotia Wealth Management team, you will be responsible for leading a team of investment professionals in the Western Region market and driving revenue growth through...
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Market Lead, Private Investment Counsel
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Title: Market Lead, Private Investment CounselScotiabank is seeking a highly skilled Market Lead, Private Investment Counsel to join our team in Edmonton, Alberta. As a key member of our Scotia Wealth Management team, you will be responsible for leading a team of investment professionals in the Western Region market and overseeing the achievement of...
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Market Lead, Private Investment Counsel
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Title: Market Lead, Private Investment CounselScotiabank is seeking a highly skilled Market Lead, Private Investment Counsel to join our team in Edmonton, Alberta. As a key member of our Scotia Wealth Management team, you will be responsible for leading a team of investment professionals in the Western Region market and overseeing the achievement of...
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Market Lead, Private Investment Counsel
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeMarket Lead, Private Investment Counsel Job SummaryScotiabank is seeking a seasoned Market Lead to oversee and lead a team of investment professionals in the Western Region market. The successful candidate will be responsible for driving revenue production goals, developing client acquisition strategies, and managing a book of business.Key...
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Market Lead, Private Investment Counsel
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeMarket Lead, Private Investment Counsel Job SummaryScotiabank is seeking a seasoned Market Lead to oversee and lead a team of investment professionals in the Western Region market. The successful candidate will be responsible for driving revenue production goals, developing client acquisition strategies, and managing a book of business.Key...
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Edmonton, Alberta, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Portfolio Administrator to join our Private Investment Counsel team at Scotiabank. As a key member of our team, you will be responsible for providing exceptional client service and support to our Relationship Managers in the management of client portfolios.Key ResponsibilitiesProvide timely and effective client...
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Edmonton, Alberta, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Portfolio Administrator to join our Private Investment Counsel team at Scotiabank. As a key member of our team, you will be responsible for providing exceptional client service and support to our Relationship Managers in the management of client portfolios.Key ResponsibilitiesProvide timely and effective client...
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Market Lead, Private Investment Counsel
1 month ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Purpose:The Market Lead oversees and leads a team of investment professionals in the Western Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefor the Market Lead not only delivers this mandate by identifying, managing, retaining and deepening high net worth/ultra-high net worth...
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Market Lead, Private Investment Counsel
1 month ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Purpose:The Market Lead oversees and leads a team of investment professionals in the Western Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefor the Market Lead not only delivers this mandate by identifying, managing, retaining and deepening high net worth/ultra-high net worth...
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Edmonton, Alberta, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will provide exceptional client service and support to our Relationship Managers, ensuring seamless execution of business development activities and operational excellence.Key ResponsibilitiesProvide dedicated...
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Portfolio Administrator, Private Investment Counsel
2 months ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Portfolio Administrator to join our Private Investment Counsel team at Scotiabank. As a key member of our team, you will be responsible for providing exceptional client service and supporting the Relationship Managers in the management of client portfolios.Key Responsibilities:Client Service:Develop and maintain...
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Portfolio Administrator, Private Investment Counsel
2 months ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Summary:We are seeking a highly skilled Portfolio Administrator to join our team at Scotiabank. As a key member of our Private Investment Counsel team, you will be responsible for providing exceptional client service and supporting the execution of business development activities.Key Responsibilities:Client Service:Develop and maintain strong...
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Portfolio Administrator, Private Investment Counsel
2 months ago
Edmonton, Alberta, Canada Scotiabank Full timeJob Summary:We are seeking a highly skilled Portfolio Administrator to join our team at Scotiabank. As a key member of our Private Investment Counsel team, you will be responsible for providing exceptional client service and supporting the execution of business development activities.Key Responsibilities:Client Service:Develop and maintain strong...
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Portfolio Administrator, Private Investment Counsel
2 months ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Portfolio Administrator to join our Private Investment Counsel team at Scotiabank. As a key member of our team, you will be responsible for providing exceptional client service and supporting the Relationship Managers in the management of client portfolios.Key Responsibilities:Client Service:Develop and maintain...
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Wealth Management Professional
2 months ago
Edmonton, Alberta, Canada Investment Planning Counsel Full timeAbout Investment Planning CounselInvestment Planning Counsel (IPC) is a leading independent wealth management company in Canada, with over 40 branches across the country. We are a diverse group of professionals driven towards one goal: helping advisors build a better business through a remarkable client experience.About the RoleWe are seeking a skilled...
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Wealth Management Professional
6 days ago
Edmonton, Alberta, Canada Investment Planning Counsel Full timeWealth Management OpportunityAt Investment Planning Counsel, we're seeking a skilled Wealth Advisor to join our team of dedicated professionals. With a strong background in wealth management and a passion for delivering exceptional client experiences, you'll thrive in this role.Key ResponsibilitiesDevelop and implement personalized wealth management...
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Wealth Management Professional
1 week ago
Edmonton, Alberta, Canada Investment Planning Counsel Full timeWealth Management ProfessionalAt Investment Planning Counsel, we're committed to helping advisors build a better business through a remarkable client experience. As a Wealth Management Professional, you'll play a key role in delivering personalized wealth management solutions to help clients work toward their long-term financial goals.Your Key...