Investment Relationship Manager - Wealth Management (Edmonton)

Investment Relationship Manager - Wealth Management

We are over 75 000 Scotiabankers members of a successful and dynamic global community in over 50 countries. We work together with a shared vision of an exciting future. Each of us is a respected and valued member of a winning global team.Incorporating the key personal investment and advisory activities within the Scotiabank Group Wealth Management provides a full range of products and services that encompass retail brokerage investment management advice mutual funds and savings products and financial planning and private client services for affluent clients.POSITION SUMMARY The Investment Relationship Manager is responsible for building and managing client relationships. This position assists in the management of investment portfolios by ensuring asset mix and total return meet client s short and long term income and investment growth goals using approved securities and following corporate investment strategy all under the supervision of the Portfolio Manager or Associate Portfolio Manager. The overall goal of this role is to generate sustainable and profitable growth by acquiring and retaining both clients and assets. KEY ACCOUNTABILITIES 1. Ensure a comprehensive and solid understanding of each client s financial needs risk tolerance and long-term objectives by maintaining ongoing dialogue (both verbal and written) with clients to stay abreast of any changes in client lifestyle needs or capital market conditions that may affect clients financial objectives.2. Implement client s investment strategies under the supervision of a Portfolio Manager or Associate Portfolio Manager provide clients with timely updates and information and regularly monitor portfolios and make changes as deemed appropriate by the supervising Portfolio Manager or Associate Portfolio Manager.3. Provide timely support for the Portfolio Manager or Associate Portfolio Manager which may include the preparation and customization of client portfolio reports Working with Trust Officers to ensure that all investment strategies and principals are applied appropriately and providing portfolio administration support functions as required for Estate & Trust portfolios and or direction to Portfolio Administrators.4. Ensure a high level of client satisfaction and retention.5. Grow assets under management by consolidating assets from existing clients getting referrals for new clients and working with Financial Consultants and other internal partners external centers of influence.6. In specific locations you may be identified as the client s Primary Relationship Manager (PRM) that is assigned to the SPCG Centre professional with the expertise most relevant to the client s financial priorities. As PRM you will utilize the Financial Planning process to develop an in-depth understanding of your clients needs and will serve as a conduit for referrals to the SPCG Team of Experts. You are responsible for developing multiple service client relationships based on formalized client strategies. You will engage and inform the designated Team of Experts as to changes in client information and priorities. As PRM you will maintain SPCG service standards regarding proactive contact central client point of contact for special events recording and maintaining the Client Contact database and hold and maintain the client s Financial Plan.7. As a Relationship Manager you are a key member of the Centre s Team of Experts. You will work closely with the client s Primary Relationship Manager (PRM) to proactively identify and implement strategies to address client needs. You will actively contribute as a member of the PRM team by updating the PRM Client Contact database and participating in the client s annual Financial Plan review process.8. Ensure compliance with all regulatory requirements firm policies and accuracy of trading activities.9. Coach team members to higher levels of performance. Establish and monitor performance objectives. Recognize and reward success and manage non-performance. Coach and guide the development and implementation of Development Plans. QUALIFICATIONS A University Degree or College Diploma or equivalent Enrollment or completion of the CSC CIM or its predecessor CIF makes you a stand-out applicant Minimum 2 years direct investment sales experienceTo apply for this position please CLICK HERE Scotiabank is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest however only those candidates selected for an interview will be contacted. No agencies please. Experience some of our amazing career stories for yourself. Visit www.scotiabank.com careers today Apply NowCompany