PIC Wealth Manager Mandarin Speaking

PIC Wealth Manager - Toronto (Mandarin Speaking)

Join to apply for the PIC Wealth Manager - Toronto (Mandarin Speaking) role at Accelerate Her Future®

2 weeks ago – Be among the first 25 applicants.

Requisition

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

This position is a trusted advisor of private wealth services that meet high net worth client’s short‑ and long‑term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined and defined wealth management process.

• Consistently delivering exceptional client experience and the wealth advisory value proposition during all interactions.
• Developing a professional, mutually beneficial and profitable relationship between the client and Private Investment Counsel.
• Consistently executing on SWM and PIC service standards regarding proactive contact, central client point of contact, recording and maintaining the Client Contact database.
• Participate/Conducting/Documenting ongoing wealth conversations with clients, developing, and sustaining an intimate and ongoing understanding of client life goals, circumstances and wealth needs.
• Based on an intimate understanding of their clients’ situation, identifying and capitalizing on new business opportunities throughout the lifecycle of client relationships.
• Using strong knowledge of the Bank’s, Scotia Wealth Management and Private Investment Counsel diverse products and services, to ensure the client’s needs are well understood, documented and satisfied.
• Collaborate with team of experts and total wealth partners to provide life‑based wealth advice and solutions focused on enabling client goals and life plans.
• Partnering with financial planning experts to engage clients in a robust discovery and planning process, the output of which will be a detailed financial overview and plan.
• Coordinating the continual review and monitoring of a client’s financial plan and wealth strategies stemming from the plan.
• Actively listening and seeking client feedback on products, services and the delivery of client experience.
• Responding to client and Senior Management inquiries, resolving problem situations autonomously when they arise.
• Proactively identifying and implementing strategies to address client needs.
• Frequent review of book/client accounts to ensure optimal profitability is maintained in each relationship (Compliance, Fees, Investment Structure within parameters outlined in Clients Investment Policy Statement etc.).

• Document the Life Discovery process facilitated by the Relationship Manager in order to develop an in‑depth understanding of client’s needs to support the CRIA teams’ recommended strategy and investment solutions based on the client’s needs, risk tolerance and short/medium‑and long‑term objectives.
• Collaborating with the Centralized Investment Management team who will execute upon defined investment management processes and with the Central Registrant and Investment Advisory Team (CRIA) to communicate advice to clients on their investment portfolio.
• Ensuring regular monitoring of client investment portfolios is completed by appropriate team of expert partners.
• Contributing to the packaging of a long‑term roadmap to execute on key wealth strategies identified through the planning process.

• Developing and managing business plans including sales targets and marketing strategies for prospective and existing clients.
• Using a PIC defined business development and sales planning process to find and attract new clients, as well as consolidate assets from existing clients in order to increase share of wallet.
• Working closely with Regional Director/Market Lead to analyze market opportunities and develop appropriate business development, referral and partner inclusive strategies.
• Partnering with the Wealth Management Consultants in the business acquisition process.
• Actively promoting and marketing the development of Private Investment Counsel’s book of business.
• Identifying new business opportunities to gather…