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
- Administrative Associate - Montreal, Quebec / Québec
- Description: Enter Job Description here with the following structure:POSITION SUMMARY:The Administrative Associate's, who is licensed as an Investment Representative, primary focus is to assist an advisor in the in the day to day trading and the administration of an Advisor's business. The Administrative Associate may support more than one advisor who typically have different types of business (ex. Transactional vs. fee- based)QUALIFI...
Reference Code: 75303 - Customer Service Representative - Montreal, Quebec / Québec
- Description: POSITION SUMMARY:The Customer Service Representative is responsible for providing prompt, accurate and professional service to ScotiaMcLeod Direct Investment customers. This is done from a contact centre environment (desk, computer screen and telephone) where the selected candidate will be working alongside a great team of client focused professionals. The incumbent must be able to provide specialized knowledge regarding ...
Reference Code: 76087 - Investment Service Specialist Contract - Montreal, Quebec / Québec
- Description: POSITION SUMMARY:The Investment Service Representative is intrical part of the Wealth Management Contact Centre by responding to telephone investment related inquiries, reviewing the department's information database for answers, providing a high level of customer service, and performing a small number of outbound sales calls to our existing client base to make them aware of new service offerings. This is a 'service' role...
Reference Code: 76727