Wealth Management Consultant, Wealth Management Partnerships Ontario Region

Requisition ID : 238041

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

The WMC serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management (SWM) and actively pursues wealth management opportunities among existing customers (excludes existing clients in SWM). Targeting the High Net Worth clients and Ultra-High Net Worth client segments the WMC understands the breadth of SWM offerings in Investment Management Private Banking Will Estate & Trust Planning Protection and Philanthropic services among other available wealth solutions.

The WMC targets existing bank clients who are considered to be in the High Net Worth customer segments as defined by referral arrangements between Scotia Wealth Management business lines and Bank Partners typically defined as having investable assets of $or more (however consideration can be made for clients with investable assets greater than $500000 where complexity in Wealth solutions is evident).

The WMC is responsible in providing sales support and coaching to branches to enhance the client sales referral conversations. He / she also identifies and transitions the client to the most appropriate Lead Relationship Manager (LRM) for the clients total wealth needs.

The WMC may also be called upon by Commercial Banking / Automotive to conduct a needs assessment for their customers.

Major Accountabilities :

referrals by educating Retail Bank partners opportunity spotting with these partners and serving as the single point of contact for referrals from Canadian Banking into Scotia Wealth Management by :

• Building extensive networks of relationships in the Retail Branches under his / her coverage
• Acting as the key field resource for the Retail Branch consulting on SWM client opportunities / identification and jointly reviewing client lists to identify existing customers as prospective SWM clients
• Working closely with the Financial Advisor Small Business Advisor and Branch Manager in all assigned branches with education and coaching on wealth offering and value proposition via skill builds and one-on-one coaching
• Sharing success stories within the District and ensuring that Branch partners understand the SWM value proposition
• Jointly with retail partners organizing and delivering SWM client seminars and presentations with representation from SWM partners in Private Investment Counsel ScotiaMcLeod Private Banking and Scotiatrust
• Providing education on SWM offerings / value prop to retail bankers
• Providing timely communication on the status of all referred clients and ensuring recognition is provided to referral partners on all SWM closed business results
• Taking responsibility for branch referral volumes from assigned retail branches into SWM and associated client satisfaction
• Providing consistent coverage for District area Branches and contributing to the Districts sales goals and objectives through effective liaison with other Bank partners (IS HFA IFC) SWM partners and the WMBD National Office

2. Enhance the client experience with fast and effective teaming by facilitating a seamless transition of the HNWs client relationship from the Retail Bank to the Lead Relationship Manager within SWM by :

3. Contribute to the effective functioning of the Scotia Wealth Management team by :

Education / Work Experience / Designations :

Behavioural and Functional Competencies :

Working Conditions :

Location(s) : Canada : Ontario : Windsor

Scotiabank is a leading bank in the Americas. Guided by our purpose : for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.

At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.

Required Experience :

Contract

Key Skills

Project Management Methodology,Project / Program Management,Change Management,Order Management System,Business Analysis,Visio,Data Management,Project Management,Metadata,Management Consulting,Data Analysis Skills,Taxonomy

Employment Type : Full Time

Experience : years

Vacancy : 1