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Montreal, Quebec, Canada · On-site
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Montreal, Quebec, Canada · On-site
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Generate and deepen high-value Wealth Management client relationships by identifying high net worth prospects and developing acquisition strategies. Lead portfolio management and credit solutions while collaborating with internal partners to deliver comprehensive financial planning.
Requires a minimum of 5 years of experience in Commercial or Private Banking lending with an established network of high net worth clients. A university degree (BCom, MBA, CFA) and industry certifications such as CSC, PFP, or CFP are required.
Requisition ID: 268029
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose:
This position focuses on generating new and deepening existing high value Wealth Management client relationships. Responsible for identifying high net worth prospects with lending, deposit and transactional support needs in target markets, developing acquisition strategies, growing relationships, maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.
What’s in it for you?
Forward Thinking Environment: Our distinctive, entrepreneurial environment and operating model provide you with the opportunity to build and grow your book of clients. You can build long-term relationships with some of the most interesting and successful people in Canada.
Team Structure: Our unique team-based operating model means you have strong support for personal and business development. Compensation includes team-based elements that translate to team members being aligned behind your clients and with each other.
Competitive Rewards: Base salary + significant performance-based variable compensation. Compensation grows commensurate with the growth of your individual book of business and that of your team.
Grow Continuously: A rewarding career path with diverse opportunities for professional development in Private Banking and Wealth Management.
Lead With Impact: Being part of one of the fastest growing businesses within Scotiabank
In this role you will:
Lead Portfolio Management:
Drive internal and external business development, maintaining a strong market profile with partners, COIs and other business channels:
Maintain Operational Effectiveness by:
Manage Credit Risk management by:
Do you have the skills to enable you to be successful in this role?
We would love to work with you if you have:
Join our award-winning organization today!
Location(s): Canada : Quebec : Montreal
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer: bit.ly/socialdisclaim
Offices: 40 King St W, Toronto, Ontario M5H, CA · Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX · Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
