Requisition ID: 207502Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Canadian Wealth Management Partnerships and Canadian Commercial Banking team 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.The incumbent provides support for referrals between Canadian Commercial Banking and Canadian Wealth Management (SWM), Actively pursues wealth management opportunities among existing clients in Canadian Commercial Banking (excluding existing SWM clients). Targeting the High Net Worth and Ultra-High Net Worth client segments, the incumbent understands the breadth of SWM offerings in Investment Management, Private Banking, Will, Estate & Trust Planning, Philanthropic Services, Financial Planning, Insurance and MD Financial among other available Wealth Solutions to effectively transition clients to the most appropriate business line(s) and Relationship Manager(s) for the client's total wealth needs.Actively pursues commercial banking opportunities among existing clients in Canadian Wealth Management (excluding existing CBB clients). Targeting beneficial owners and Directors of business entities, the incumbent understands the breadth of CBB offerings across Mid-Market Distribution, National Accounts, Real Estate Banking, Roynat, Agricultural Banking and Automotive Finance among other available Business Banking solutions to effectively transition clients to the most appropriate business lines and Relationship Managers.Is this role right for you? In this role you will:
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