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Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Builds and maintains an extensive network of relationships in an assigned territory to educate partners and attract referrals to SWM. Works closely with the Financial
Advisors, Small Business Advisors, Branch Managers and other partners across the bank to jointly review client lists to identify prospective SWM clients and provide education and coaching on the Enriched Thinking value proposition and SWM offerings.
Jointly with Retail partners organizes and delivers SWM client seminars and presentations, with representation from SWM partners in Private Investment Counsel,
ScotiaMcLeod, Private Banking, Scotiatrust and MD Financial.
Understands client’s needs and ensures an exceptional client experience through fast and effective teaming to facilitate a seamless transition of the client’s relationship from the Retail Bank to the appropriate Relationship Manager in SWM.
Requires an in-depth understanding and knowledge of the SWM business lines and their offerings (Private Investment Counsel, ScotiaMcLeod, Private Banking,
Scotiatrust and MD Financial) as well as the wealth management industry trends, our competitors and their products/services and market/customer segmentation.
Timely completion of expense reports and adherence to the SWM referral processes (eg. Use of Salesforce to track pipeline and closed business, actively manages incoming and outgoing referrals, provide timely status updates to partners).
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of the respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high performance environment and contributes to an inclusive work environment
Wealth Management Consultant, Wealth Management Partnerships - Toronto Region
Toronto, ONPosted 6 days ago