Scotiabank is hiring a Wealth Manager to act as an unregistered principal business relationship director and trusted advisor for high and ultra-high net worth clients. In this role, you will develop comprehensive planning solutions that address clients' short-term and long-term goals.
What You'll Do
- Serve as the primary business relationship director and trusted advisor for a portfolio of high and ultra-high net worth clients.
- Develop and propose comprehensive financial planning solutions tailored to client-specific objectives.
- Build and maintain deep client relationships to understand their evolving financial needs.
- Align short-term and long-term financial strategies with client goals.
What We're Looking For
- Proven experience as a Wealth Manager, Financial Advisor, or similar role serving high-net-worth individuals.
- Expert knowledge of comprehensive financial planning, investment strategies, and wealth management principles.
- Strong ability to build trusted, long-term client relationships and act as a primary advisor.
- Excellent communication, presentation, and analytical skills.
- Relevant industry certifications and licensing are required.
Team & Environment
You will join a winning, committed, and results-focused team within an inclusive, high-performance culture at Scotiabank.
