Take on a role as a Wealth Management Consultant at Scotia Wealth Management in Edmonton, Alberta. This position emphasizes client relationship building and financial solution delivery for affluent clients.
In this pivotal role, you will contribute to the success of the Scotia Wealth Management Partnerships team by executing strategic objectives aligned with the business’s goals. Your focus will be on identifying high-value wealth management opportunities while coordinating seamlessly with Retail Banking to facilitate client transitions. A thorough understanding of SWM offerings such as Estate Planning and Philanthropic Services is critical for this role.
Key Responsibilities:
• Foster a customer-centered culture to enhance client engagement
• Develop extensive networks for referrals and partner education
• Plan and deliver seminars featuring SWM product offerings
• Ensure an exceptional experience for transitioning clients
• Adhere to SWM processes, including refe...