Online Specialist
3 weeks ago
The CES is a key member of the Business and Wealth Transition team in the Advanced Planning and Services Group.
Take a lead role in driving business results through assisting with the delivery of an integrated total wealth planning solution for ultra-high net worth clients and business owners, including:
Undertaking a high-level assessment to understand current state, which may include a review of key personal and corporate information and relevant documents;
Where appropriate, undertaking a more thorough discovery and analysis, which may require discussions with client's outside professionals to ensure proper coordination, identifying both short-term and long-term gaps and opportunities, and presenting clients with recommendations that reflect an integrated and total wealth solution;
Where appropriate, preparing alternative strategies/scenarios (through the use of planning software and other tools); Reinforcing messaging and tactics being delivered by the Head Office BWT team;
Helping to identify target clients that would benefit from BWT engagements; Working closely with local sales management leaders to create awareness and identify opportunities to promote the BWT offering.
Build local relationships to strengthen BWT offer by:
Developing a thorough understanding of the Scotiabank Team of Experts (TOE) offerings and strong working relationships with local partners;
Insurance Consultants, Trust & Estate Consultants, Trust Officers, Philanthropy Specialists, Private Bankers, Insurance Financing Specialists, Debt & Equity Financing Specialists, and Commercial Bankers; Developing and managing local relationships with external specialists and engaging them as part of the advanced planning process, as required, which may include any of: niche tax specialists, business consultants, business valuators, family facilitators, and legal experts.
Assisting in the development and testing of processes, policies and other tools to continue to build and enhance the BWT offering;
Participating actively in team learning development activities, and team performance achievements;
Building effective working relationships across the team, and with various business line and corporate function contacts;
Education/Work Experience/Designations:
Minimum ten years' professional experience in corporate/commercial/estate law, in private practice and/or corporate business environment which may also include delivering advanced business succession planning solutions, and/or consulting, to business owners and/or Ultra High Net Worth clients. Designations in professional financial planning and advanced estates and trusts through STEP or a recognized certification association.
Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role.
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