http://scotiabank.tmpseoqa.com/careers/wealth-management-jobs en 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)

KEY ACCOUNTABILITIES:

1. Ensure a high level of client service by supporting advisor in...]]> Mon, 21 May 2012 16:00:00 GMT 2447587-Toronto-Administrative Investment Relationship Manager - Fredericton, St. John, or Moncton

The purpose of this career elevating opportunity is to manage client relationships to deliver the bank's core purpose (being the best at helping customer get ahead financially by providing relevant solutions to their unique needs); engage Scotia Private Client Group partners as needed to deliver our "team of experts' experience." The successful candidate will assist in the management of investment por...]]> Mon, 14 May 2012 16:00:00 GMT 2428862-Fredericton-Wealth-Management POSITION SUMMARY:

The Senior Financial Planner - Wealth Managment, known internally within the group as a Senior Financial Planning Consultant (SFPC), is responsible to proactively provide comprehensive financial planning advice and support to the high net worth clients and staff of Scotia Private Client Group (SPCG) and ScotiaMcLeod (SM)

The incumbent will be responsible for a specific territory covering both SPCG Centers and SM Branches. This is a ...]]> Mon, 14 May 2012 16:00:00 GMT 2428861-Vancouver-Wealth-Management
POSITION SUMMARY:

This illustrious career opportunity--positioning you at a desk 50 floors above Bay Street in one of the highest offices in the city---is focused on fixed income advisory services and sales support. The incumbent is responsible for supporting ScotiaMcLeod Wealth Advisors and their clients in deriving asset allocation, portfolio strategy and security selection decisions. Work with key stakeholders to build portfo...]]> Mon, 30 Apr 2012 16:00:00 GMT 2409725-Toronto-Wealth-Management The Senior Associate (IA) is licensed as a Registered Representative. Their primary purpose is to work closely with an advisor in the management of the Advisor?s book of business by providing effective client service, and execution of business development and/or sales related activities. The SA?s primary role is a service role.

POSITION SUMMARY:

1. Generate sales or revenue building ideas through utilizing an in-...]]> Mon, 23 Apr 2012 16:00:00 GMT 2372798-Ontario-Wealth-Management Senior Will & Estate Planner

POSITION SUMMARY:

The Senior Will & Estate Planner (WEP) plays a key role in helping clients plan, preserve and transfer their wealth by providing guidance on estate planning opportunities and facilitating the production of a comprehensive estate plan incorporating professional estate and trustee services. Will, Estate, and Philanthropic services is one of the fastest growing industries across the nation which is why...]]> Mon, 16 Apr 2012 16:00:00 GMT 2354502-Halifax-Wealth-Management Part-Time Administrative Assistant - Wealth Management

POSITION SUMMARY:

As a member of the Scotia Private Client Group team, you are responsible for contributing to your branch by supporting the Manager, Client Services in areas of client service, operations, administration, office management and processing needs for all business lines (Private Banking, Scotiatrust and Investment Management Services) while ensuring operational efficiency and effectiveness. Your resp...]]> Mon, 16 Apr 2012 16:00:00 GMT 2354505-Canada-Wealth-Management Senior Will & Estate Planner

POSITION SUMMARY:

The Senior Will & Estate Planner (WEP) plays a key role in helping clients plan, preserve and transfer their wealth by providing guidance on estate planning opportunities and facilitating the production of a comprehensive estate plan incorporating professional estate and trustee services. Will, Estate, and Philanthropic services is one of the fastest growing industries across the nation which is why...]]> Mon, 16 Apr 2012 16:00:00 GMT 2354499-Halifax-Wealth-Management Senior Will & Estate Planner

POSITION SUMMARY:

The Senior Will & Estate Planner (WEP) plays a key role in helping clients plan, preserve and transfer their wealth by providing guidance on estate planning opportunities and facilitating the production of a comprehensive estate plan incorporating professional estate and trustee services. Will, Estate, and Philanthropic services is one of the fastest growing industries across the nation which is why...]]> Mon, 16 Apr 2012 16:00:00 GMT 2354500-Halifax-Wealth-Management TRUST OFFICER - WEALTH MANAGEMENT

POSITION SUMMARY:

The Trust Officer is accountable for providing long term relationship management to affluent clients, to beneficiaries, co-trustees, centers of influence in our estate and trust accounts. The position is also directly involved with the identification and pursuit of new business opportunities, internally and externally working closely with Financial Consultants and Will and Estate Planners.
Wed, 11 Apr 2012 16:00:00 GMT 2342365-Toronto-Wealth-Management Commercial Banker - Wealth Management

POSITION SUMMARY:

The Commercial Banker-Wealth Management -known internally as a Senior Private Banker-possesses advanced knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. This position focuses on generating new clients and the cross-sell, up-sell, and retention of existing high value Wealth Management clients. He/she is responsible fo...]]> Tue, 03 Apr 2012 16:00:00 GMT 2320467-Toronto-Wealth-Management Manager, Internal Consulting

POSITION SUMMARY:

The Manager, Internal Consulting position, known internally as the Manager, Process Solutions, delivers strategic consulting and advisory services to operational/process improvement projects across Wealth Management business lines. This role will be responsible for working directly with various business lines to identify, define, assess and implement operational improvement initiatives. The team is ...]]> Sun, 01 Apr 2012 16:00:00 GMT 2312770-Toronto-Wealth-Management Senior Manager, International Competitive Research - Wealth Management

POSITION SUMMARY:

The incumbent will fill a key role in the Global Wealth Management (GWM) Marketing Strategy team as the group works to raise the awareness and priority of wealth products internationally, to drive sales and grow the wealth businesses. The incumbent will be responsible for collecting and analyzing competitive research for all GWM products and services sold by Scotiabank outside o...]]> Thu, 29 Mar 2012 16:00:00 GMT 2309520-Toronto-Wealth-Management Manager, Process Solutions

POSITION SUMMARY:

The Manager, Process Solutions delivers strategic business improvement by leading operational/process improvement projects across Wealth Management business lines. This role will be responsible for working directly with various business lines to identify, define, assess and implement operational improvement initiatives. The team is focused on continually delivering value to the businesses by applying a consul...]]> Thu, 22 Mar 2012 16:00:00 GMT 2287746-Toronto-Wealth-Management Director, Tax Advisory - Wealth Management

POSITION SUMMARY:

The position is responsible for the effective & timely delivery of tax advisory services to Wealth Management staff and HNW clients as well as associated support areas within both Scotia McLeod and Scotia Private Client Group. The position will have two areas of focus - Primary: Business Development - providing advisors (including Team of Experts supporting advisors such as Insurance Consultants,...]]> Mon, 19 Dec 2011 14:00:00 GMT 2042283-Toronto-Wealth-Management