informatics consultant
Title posted on Monster -
Wealth Management Consultant WM Client Solutions
Posted on
September 28, 2024
by
Employer details
Scotiabank
Job details
Wealth Management Consultant WM Client Solutions
Requisition ID: 208032
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Wealth Management Consultant (WMC) serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management ("SWM"), and actively pursues wealth management opportunities among existing customers (excludes existing clients in SWM). Targeting the High Net Worth clients and Ultra-High Net Worth client segments, the WMC understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Protection and Philanthropic services among other available wealth solutions.
The WMC targets existing bank clients who are considered to be in
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LocationVancouver, BC
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Workplace information
On site
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SalaryNot available
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Starts as soon as possible
- vacancies
1 vacancy
- Source
Monster
#D0CFE9FD46AE4FC891DE9DF94B1A2B7E
Advertised until
2024-10-28
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