About Wealth Management Jobs:
Incorporating the key personal investment and advisory activities within the Scotiabank Group, Wealth Management provides a full range of solutions that encompass Retail Brokerage, Investment Management Advice, Estate and Trust Services, mutual funds and savings products, and financial planning and private client services for affluent clients, and independent investors. Individual working in jobs in this area act as expert Relationship Managers and advisors in financial strategy, complex business analysis, product development and operations.
Wealth Management professionals have experience in the Financial Services area and depending on the role hold a designation such as Canadian Securities Course (CSC), Financial Planning (PFP), Certified Financial Analyst (CFA), or Certified Financial Planner (CFP).
Some Wealth Management job opportunities include Investment Advisor; Financial Planner; Portfolio Manager; Investment Associate; Asset Management Manager; Financial Consultant; Financial Analyst; Trust Officer.
Most Recent Jobs
- Senior Will and Estate Planner - CALGARY, Alberta
- Description: POSITION SUMMARY: Department assists clients appointing ScotiaTrust as their Executor/Trustee with the development of an estate plan, and works with external lawyers for the preparation of client Wills. Key accountabilities for this role: Support the development of new Wills and estate / trust business and identify cross-sell opportunities; Work with eligible clients to prov...
Reference Code: 59947