Job Description
Join Scotia Wealth Management in Edmonton, Alberta, as a Wealth Management Consultant. This role is dedicated to High Net Worth clients and requires exceptional relationship management and sales skills.
You will be an integral part of the Scotia Wealth Management Partnerships team, responsible for executing business strategies that focus on client satisfaction and referrals. Your role involves engaging with Retail Banking to uncover wealth management prospects while ensuring a smooth transition for clients needing SWM services. In-depth knowledge of the full suite of SWM offerings, including Private Investment Counsel and Trust Services, will empower you in this position.
Key Responsibilities: • Champion client relationships to enhance satisfaction • Create a robust network to drive referrals and education • Organize educational seminars on SWM services • Facilitate seamless client transitions to the appropriate managers • Manage expense reporting and referral process...
You will be an integral part of the Scotia Wealth Management Partnerships team, responsible for executing business strategies that focus on client satisfaction and referrals. Your role involves engaging with Retail Banking to uncover wealth management prospects while ensuring a smooth transition for clients needing SWM services. In-depth knowledge of the full suite of SWM offerings, including Private Investment Counsel and Trust Services, will empower you in this position.
Key Responsibilities: • Champion client relationships to enhance satisfaction • Create a robust network to drive referrals and education • Organize educational seminars on SWM services • Facilitate seamless client transitions to the appropriate managers • Manage expense reporting and referral process...
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Submit your application today and join our talented team at Scotiabank.
Submit ApplicationJob Details
- Location edmonton, ab
- Job Type Full-time
- Category Other-General
- Posted Date June 24, 2026
- Application Deadline August 03, 2026