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Wealth Associate, Private Investment Counsel - Vancouver | Counselor in Other Art & Media Job 1

This listing was posted on ListedBuy.

Wealth Associate, Private Investment Counsel - Vancouver

Location:
Calgary
Description:

Requisition ID: 183714 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The Wealth Associate role has been created as a means to develop client-focused talent in Private Investment Counsel. Wealth Associates will be supported in their development by working closely with Market Leads, Portfolio Managers and Associate Portfolio Managers in the active hands-on engagement in the delivery of the PIC and Scotia Wealth offering. The Wealth Associate will receive formal performance coaching from the Market Lead and be involved in the management of the markets’ overall book of business, by providing effective relationship management and efficient client service. The Wealth Associate will further develop skills to support clients and the Private Investment Counsel value proposition through interaction with and developing knowledge with respect to internal partners within the bank. As the Wealth Associate progresses in skills, knowledge and experience, he/she may be assigned primary relationship management responsibilities, for specific clients on the achievement of milestones associated with their personalized development plan, and under supervision of the Market Lead. The Wealth Associate in these instances may partner with Private Investment Counsel’s Centralized Investment Team of Experts or local Associate Portfolio Managers/Portfolio Managers to manage client relationships and deliver an optimal client experience. Additionally, the Wealth Associate will partner with Scotia Wealth partners to deliver the comprehensive Total Wealth offering. The Wealth Associate is a key role in the business development cycle of the individual market and will spend time developing strong business development skills and executing on the achievement of growth strategies to increase Private Investment Counsel’s reach in the market. The Wealth Associate role is a growth oriented and entry-level. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 30 on ListedBuy
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