Enriched Thinking® means seeing not only the big picture but all the little ones too.
Toronto, Ontario
Scotia Wealth Management offers an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this Total Wealth. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it as your needs evolve. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®. http://bit.ly/socialdisclaim
Sur place · Montréal
Provide administrative and operational support to financial advisors and portfolio managers to ensure excellent client service. Manage client documentation, process transactions, and ensure compliance with banking regulations and risk standards.
Sur place · Montréal
Provide operational support to branch management and advisors while serving as the primary point of contact for visiting clients. Manage administrative tasks including meeting scheduling, check processing, and account maintenance in compliance with banking regulations.
Sur place · Montréal
Responsible for the profitability of the assigned region by developing and managing the partnership strategy for Scotia Wealth Management. Leads and coaches a team of wealth management consultants to deliver high-quality financial solutions and deepen client relationships.