Drive success in wealth management with Scotia Wealth Management as a Wealth Management Consultant in Winnipeg, Manitoba. Focus on acquiring and servicing high net worth and ultra-high net worth clients to fulfill their financial needs.
This role within the Scotia Wealth Management Partnerships team is pivotal in turning referrals into valuable client relationships. You will actively build networks, collaborate with cross-functional teams, and facilitate client seminars to educate potential clients about wealth management. A strong understanding of the SWM offerings is essential in creating seamless transitions and exceptional client experiences.
Key Responsibilities:
• Develop and sustain relationships to attract client referrals
• Coach bank partners on SWM offerings
• Deliver informative client seminars with SWM involvement
• Ensure smooth handovers to Relationship Managers
• Track client referrals and status using Salesforce
Requirements:
• Canadian Secur...