Join us at Scotia Wealth Management

We have an incredible opportunity to build deep relationships with current and new clients through the delivery of enriched wealth advice. However, providing a broader array of services can also come with a higher workload, a challenge for advisor teams focused on day-to-day client needs. As part of Total Wealth Planning, we balance this through the introduction of a Total Wealth Manager. Like an extension of your own advisory team, the Total Wealth Manager coordinates the workflow between the advisor and their respective management specialists. The outcome of this additional resource has helped advisors stay focused on the Total Wealth Plan. This collaborative approach allows the advisor to focus on follow-up and follow-through, while not disrupting other areas of their business.

Scotia Wealth Management has invested heavily in acquiring key national specialists, including Total Wealth Planners, Estate and Trust Consultants, Insurance Consultants, Business and Family Wealth Specialists, and Private Bankers in order to support a full complement of Total Wealth support. To date, we have the highest number of Total Wealth specialists per advisor in the industry.

Client engagement plays a vital role in offering business lines, advisors, and representatives with business-building opportunities to retain high-net-worth and ultra-high-net-worth clients, as well as convert prospects. Our guests can participate in events that are proprietary to the bank and leveraged through Scotiabank sponsorships in the Arts, sports, and lifestyle spaces.

We recognize the importance of access to opportunities that enrich Canadian communities. By helping Canadians across the country bring their passions to life, we believe we’re all richer. That’s why we prioritize our support of hockey, the Arts, marathons, and many other community initiatives that celebrate our passions and embrace our diversity.

Building a successful business starts with building deeper relationships. That’s why our Wealth business lines have access to Express Interest, a proprietary program unique to Scotiabank. We create bespoke events organized through partnerships with premium brands and sought-after personalities. Through this platform, exclusive events and experiences are promoted directly to the business line relationship managers and advisors to help assist in growing and retaining business through client and prospect hosting.

“Express Interest is like having a dedicated event co-ordinator on my team. It frees up my time to focus on the client, rather than the planning. Every event is VIP, whether it’s Cirque du Soleil, a photography exhibit, a scotch tasting event, a soccer game, or a fashion show. Clients are wowed from the moment they receive their customized invitation. Every detail is thought out and planned for in advance. And all we have to do is show up.”

Natalie Jamison, ScotiaMcLeod Wealth Advisor, Scotia Wealth Management, Oakville, Ontario

Developing best practices includes the way we develop and educate our teams on an ongoing basis. Many advisors have shared that they would like to feel more comfortable discussing other areas of their clients’ lives that affect their wealth when those topics arise in conversations.

Based on this feedback, we developed the Enriched Thinking™ Program. The program is designed to improve the knowledge and experience of advisory teams and help them speak to and identify clients’ needs. Intended to help advisors introduce and deliver Total Wealth Planning as a seamless part of their business, this program will help you better understand and deliver your entire wealth management offering to clients.

And as an added bonus, training and certain certifications are paid for by the organization.

With one of the best advisory website offerings in the industry, Scotia Wealth Management advisors are able to create a multi-page digital presence using technology that keeps the way they prospect in mind.

Additionally, we haveadopted best-in-class technology to ensure that your presence on social media is able to remain compliant and adequately focused on business development.

The Enriched Thinking library offers thoughtful and informative content and articles that advisors can share with their clients and prospects.

In the fall of 2019, Global Wealth Management became a separate business unit within Scotiabank. This was a strategic decision that recognized the size and growth of wealth management’s impact. 

Scotia Wealth Management services are now available in 14 countries across the Caribbean and Latin America.  Scotiabank has also been investing significantly with key acquisitions, including MD Financial Management and Jarislowsky Fraser Limited.