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Estate & Trust Lead, MD Signature Private Wealth - Quebec, QC

3 months ago

Montreal Quebec GF, CA Scotiabank Full time

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

Reporting to the Director, Financial Planning, as the Estate and Trust Lead, MD Signature (MDS) - Quebec, you will be responsible for a robust and relevant estate and trust planning offering to MD’s most affluent clients, ensuring the insightful and timely delivery of advanced estate and trust planning guidance, information, education, and support to MDS advisors, financial planners, tax and insurance specialists, management staff, and on a limited basis, clients, including estate and trust planning for incorporated MDS professionals, physicians, and other clients with complex estate issues.

You will work in conjunction with other MDS Wealth Strategy Team members (Tax and Insurance) to drive business development and an exceptional client experience by ensuring that estate and trust planning solutions are integrated with other relevant client solutions. Areas of focus include estate and trust planning solutions that touch on risk management, wealth management, philanthropy, family dynamics, tax planning, insurance strategies, retirement, and expertise related to estate and trust planning, business succession, and professional corporations.

Is this role right for you? In this role you will:

  • Steward the estate and trust offering for MDS clients, ensuring a compelling client experience, driving awareness, and developing client-facing content and tools.
  • Research, develop and provide estate and trust planning subject matter expertise to MDS advisors, financial planners, and specialists. This includes partnering with National Leads, Team Leads and Directors to provide estate and trust planning guidance, technical coaching, and training to relevant advisors, financial planners, and specialists.
  • Play a key role in enhancing the delivery of the MDS offering through the integration of estate and trust planning expertise in the delivery of financial planning content to clients. This includes answering questions, writing commentary and on a limited basis, participating in client meetings where advanced estate and trust planning expertise is required, and providing estate and trust planning support on complex engagements.
  • Assess the impact of changes in estate, trust and tax legislation to planning strategies, services and products, and provide recommendations to determine changes needed to ensure compliance with the federal Income Tax Act and/or any other relevant legislation.
  • Create and foster a high-performance, client-focused, team-based environment, ensuring a value proposition and infrastructure that attracts, retains, develops and motivates as well as a laser focus on deepening client relationships and leveraging broader MD and Scotiabank relationships, systems and knowledge.
  • Promote MD’s advanced estate and trust planning capabilities in the marketplace through promotional activities, public relation events, the creation of thought leadership material and by building and maintaining relationships with external legal firms and professional tax and accounting service providers.
  • Manage risk connected to estate and trust planning issues, particularly the potential for insights to be misconstrued as legal advice. This includes working closely with other subject matter experts of MDS’s Wealth Strategy Team and the organization (e.g., Scotiatrust, MD Private Investment Counsel, Taxation, Scotia Wealth Insurance Services) to ensure a coordinated approach to estate and trust planning issues.
  • Play an active role as a member of the MDS team, participating in various internal committees relating to team policies and processes on the topics of estate and trust planning and coordination with other lines of business such as Scotiatrust.
  • Ensure adherence to professional standards, including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration relative to day-to-day activities and decisions.

The Must Haves:

  • Member in good standing of the “Chambre des notaires du Québec” or of the “Quebec Bar association”.
  • Proven experience in the estate and trust industry, including the regulatory environment.
  • Extensive knowledge of the competitive estate and trust market – products, companies, taxation and marketing concepts.
  • Detailed knowledge of estate and trust law, including related Quebec Civil law, to resolve complex problems and to provide guidance to MDS staff and clients.
  • Demonstrated history of working with notaries/lawyers, advisors and other trust professionals.
  • Dynamic written, presentation/public speaking skills.
  • Ability to work non-standard hours.
  • Ability to travel.
  • Fluency in both French and English is required.
  • The desire to lead by example – encouraging others to model your growth mindset, initiative, passion, integrity, diplomacy, and authentic and trusted relationship-building skills.
  • An appreciation of the exceptional client experience – using your ability to understand client’s requirements quickly and clearly, you will provide timely and accurate responses to a myriad of estate planning-related queries.
  • A sense of urgency – what’s important to the client is equally important to you. You make getting things done a priority.
  • The flexibility to work independently and as part of a broader team to provide the best service to clients and to ensure alignment of objectives to long-term plans and priorities.
  • You embrace change – thriving in a diverse environment of ever-changing priorities where multi-tasking and tight deadlines are the norm.
  • A dedication to ongoing learning – maintaining a strong and current understanding of provincial laws and regulations, legislative changes and trends in the estate and trust planning industry and using these learnings to drive awareness and understanding through the provision of educational seminars and the creation of supporting materials.
  • You’re a natural coach – possessing the ability to motivate others to achieve business critical goals and navigate through times of extreme changes.

Education/certification:

  • University degree in Common law, with an ability to support Common Law provinces.
  • Society of Trust and Estate Practitioners (STEP) designation (TEP), or equivalent.
  • Diploma or master’s degree in taxation.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

  • Strong presentation skills particularly related to financial matters. The ability to communicate complex concepts clearly and effectively.
  • Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment.
  • Proven skills and experience in building and maintaining effective working relationships with clients, peers, client facing advisors, leadership, and senior management.
  • Superior time management and prioritization skills and the ability to manage multiple projects at the same time.

“In accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English.”

Scotiabank is a leading bank in the Americas. 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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited.

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