Requisition ID: 207960
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
Contributes to the overall success of the Canadian Wealth Management Partnerships and Canadian Commercial Banking team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
The incumbent provides support for referrals between Canadian Commercial Banking and Canadian Wealth Management (SWM), Actively pursues wealth management opportunities among existing clients in Canadian Commercial Banking (excluding existing SWM clients). Targeting the High Net Worth and Ultra-High Net Worth client segments, the incumbent understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Philanthropic Services, Financial Planning, Insurance and MD Financial among other available Wealth Solutions to effectively transition clients to the most appropriate business line(s) and Relationship Manager(s) for the client's total wealth needs.
Actively pursues commercial banking opportunities among existing clients in Canadian Wealth Management (excluding existing CBB clients). Targeting beneficial owners and Directors of business entities, the incumbent understands the breadth of CBB offerings across Mid-Market Distribution, National Accounts, Real Estate Banking, Roynat, Agricultural Banking and Automotive Finance among other available Business Banking solutions to effectively transition clients to the most appropriate business lines and Relationship Managers.
Is this role right for you? In this role you will:
Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:
"Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele."
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.