Requisition ID: 206771
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Job:
This position is a trusted advisor of private wealth services and acts as registrant supervising Associate Advising Representatives (AAR) nationally within Private Investment Counsel.
Works closely with PIC Associate Advising Representative (AAR registrants) to manage relationships. Fulfill role as the investment expert in relationship, and supervising the assessment of clients' investment needs, the setting of appropriate investment objectives and ensuring accurate implementation and monitoring and approving advice provided by the Associate Advising Representative.
Major Accountabilities:
Portfolio Management:
Client Relationship Management
Contribute to the effective collaboration of key Scotia Wealth Management Stakeholders:
Risk Management/Compliance
Education/Work Experience/Designations
Functional Competencies:
Location(s): Canada : Ontario : Toronto
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.