Total Wealth Manager - BC Region

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

Purpose

Contributes to the overall success of the Global Wealth Solutions group in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Works in collaboration with the National Director, Total Wealth Managers to support the execution of SWM’s team‑based offering.

Accountabilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Leads ongoing regional promotion and sustainment of the SWM offering by presenting the SWM value proposition and service offering to int...