Back to jobsActively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, including borrowing to invest in marketable securities, real estate and insurance. Solutions may include more sophisticated capital market structures such as currency and interest rate risk mitigation strategies.
Developing and executing new business strategies to attract and retain high net worth clients.
Develop client management plans and make referrals that result in deeper client relationships.
Develop an in-depth understanding of client needs and proactively make referrals to: Investment Advisory Businesses (ScotiaMcLeod, Scotia Jarislowsky, MD Management, iTrade, Scotiatrust, Commercial Banking, Business Banking and the Retail Bank).
Lead financial planning discussions to document longer-term client needs and introduce specialists over time to meet client goals.
