Requisition ID: 100219
Join the Global Community of Scotiabankers to help customers become better off.
Business and Family Wealth Specialist
The Business and Family Wealth Specialist (BFWS) is responsible for providing comprehensive planning and advisory support to our most complex UHNW and business owner clients. This includes leading the in-depth planning process, coordinating the integration of other experts, and delivering comprehensive planning recommendations that lead to the deepening of existing, valuable client relationships and the acquisition of new Ultra High Net Worth clients.
1. Take a lead role in driving business results through delivering and managing planning engagements for complex ultra-high net worth clients and business owners including:
2. Build awareness, engagement and education of BFAS offer by:
3. Build local relationships to strengthen BFAS offer by:
4. Contribute to the effective functioning of the BFAS team and broader FPAS team by:
Location(s): Canada : Ontario : Toronto
As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.