Client-Focused Wealth Manager at Scotia SJF
S
Scotiabank
📍 hamilton, on, Canada
Job Description
Join Scotia Jarislowsky Fraser as a Wealth Manager focused on delivering superior client relationships and investment solutions. This role emphasizes collaboration within our Total Wealth team.
Scotia Jarislowsky Fraser is looking for Wealth Managers passionate about nurturing client connections and facilitating their financial journeys. In this role, you'll lead relationships by working with HNW clients and integrating various wealth management solutions. We provide a growth-oriented culture, emphasizing integrity and trust in your client engagements.
Key Responsibilities:
• Develop long-term relationships through life-based discovery
• Proactively identify client needs and deliver tailored advice
• Maintain a disciplined approach to prospecting new clients
• Collaborate with internal teams for integrated solutions
• Uphold compliance and professional standards diligently
Requirements:
• CSC required; CIM prefe...
Scotia Jarislowsky Fraser is looking for Wealth Managers passionate about nurturing client connections and facilitating their financial journeys. In this role, you'll lead relationships by working with HNW clients and integrating various wealth management solutions. We provide a growth-oriented culture, emphasizing integrity and trust in your client engagements.
Key Responsibilities:
• Develop long-term relationships through life-based discovery
• Proactively identify client needs and deliver tailored advice
• Maintain a disciplined approach to prospecting new clients
• Collaborate with internal teams for integrated solutions
• Uphold compliance and professional standards diligently
Requirements:
• CSC required; CIM prefe...