Private Wealth Advisor - Director

About the role

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.

Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs.

Collaborates with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plans.

Develops and executes the business development strategy, sales targets and the sales results for the assigned region.

Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.

Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.

Develops rapport and instills confidence with the client to develop credibility and earn their trust.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.

Implements changes in response to shifting trends.

Responsibilities

• Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
• Collaborates with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plans.
• Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
• Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.

Requirements

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• MBA certification preferred.
• Experience dealing with HNW clients and equivalent knowledge base.
• Certified Financial Planner is preferred.
• Broad knowledge of all facets of wealth management.
• In-depth / expert knowledge of Bank products, services and capabilities.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Data driven decision making - In-depth / Expert.

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• MBA certification preferred.
• Experience dealing with HNW clients and equivalent knowledge base.
• Certified Financial Planner is preferred.
• Broad knowledge of all facets of wealth management.
• In-depth / expert knowledge of Bank products, services and capabilities.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Data driven decision making - In-depth / Expert.

Skills

• Advisory-based financial planning approach.
• Client relationship management.
• Business development strategy.
• Integrated team coordination.
• Client proposal and presentation creation.
• Annual Client Review facilitation.
• Client report production.
• Risk and compliance process adherence.
• Change management planning and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.
• Independent analysis and assessment.
• Performance monitoring and issue addressing.
• Regular and ad-hoc report and dashboard design and production.
• Change management plan design and execution.
• Communication plan development and execution.
• Operational program oversight and management.
• Program review and enhancement recommendation.
• Strategic initiative management.
• Subject matter expertise in wealth management.
• Product knowledge sharing.
• Resource management and leadership.
• Strategic issue resolution.