Wealth Management Consultant in Edmonton
Scotiabank • edmonton, Canada
Role Description
Elevate your career as a Wealth Management Consultant with Scotia Wealth Management in Edmonton, Alberta. Focused on High Net Worth clients, this role requires strong relationship and sales skills.
As a key member of the Scotia Wealth Management Partnerships team, you will be pivotal in executing strategies that align with business objectives. You will serve as the main contact for Retail Banking referrals, fostering relationships to identify wealth management opportunities. Proficiency in SWM offerings such as Private Banking and Investment Management is essential for effectively guiding clients toward appropriate financial solutions.
Key Responsibilities:
• Champion client-focused culture to enhance relationships
• Build and maintain solid networks for referrals and education
• Organize and present SWM client seminars with stakeholders
• Understand client needs for seamless transition processes
• Complete timely expense reports and manage referral pipelines
Re...
As a key member of the Scotia Wealth Management Partnerships team, you will be pivotal in executing strategies that align with business objectives. You will serve as the main contact for Retail Banking referrals, fostering relationships to identify wealth management opportunities. Proficiency in SWM offerings such as Private Banking and Investment Management is essential for effectively guiding clients toward appropriate financial solutions.
Key Responsibilities:
• Champion client-focused culture to enhance relationships
• Build and maintain solid networks for referrals and education
• Organize and present SWM client seminars with stakeholders
• Understand client needs for seamless transition processes
• Complete timely expense reports and manage referral pipelines
Re...