Scotia Jarislowsky Fraser Wealth Manager - Montreal

Overview

The Wealth Manager is a senior, non‑registered relationship manager and trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients. This role delivers holistic wealth management solutions aligned with clients’ short‑and long‑term goals by representing the full Total Wealth offering and collaborating closely with the Centralized Registrant & Investment Advisory (CRIA) team.

Key focus includes acquiring new HNW/UHNW clients, deepening existing relationships, and managing a strong prospect pipeline to generate sustainable, profitable growth. The Wealth Manager operates in alignment with Scotiabank’s values, code of conduct, global sales principles, and all regulatory and risk‑management requirements.

Responsibilities

Business Development

• Manage a growth plan that includes prospecting, networking, and deepening existing relationships.
• Identify and attract new HNW/UHNW prospects and consolidate...