Current jobs related to Estate and Trust Consultant - Calgary - Scotiabank
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Estate and Trust Consultant
4 months ago
Calgary, Canada Scotiabank Full timeRequisition ID: 201608 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Scotiatrust Estate & Trust Consultant**, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...
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Estate and Trust Consultant
5 months ago
Calgary, Canada Scotiabank Full timeIs this role right for you? In this role, you will: Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) MD Management and Scotia Wealth Management clients, by: Partnering with MD Management and Scotia Wealth Management partners to meet with HNW and UHNW clients and...
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Estate and Trust Consultant Leader
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timePractice Lead, Estate and Trust ConsultantAs the Practice Lead, Estate and Trust Consultant, you will be responsible for the effective delivery of solutions offered by ScotiaTrust Estate and Trust Consultants across their region. This involves providing leadership around business development and client onboarding, offering guidance, coaching, and sales...
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Estate and Trust Consultant
5 months ago
Calgary, Canada Scotiabank Full timeRequisition ID: 201608Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you...
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Estate and Trust Specialist
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking an experienced Estate and Trust Consultant to join our team in Calgary, Canada. As a key member of our Scotiabank team, you will provide premium wealth management services to high net worth clients.Job ResponsibilitiesEstate Planning Services: Deliver estate planning solutions to high net worth individuals and families,...
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Estate and Trust Consultant
5 months ago
Calgary, Canada Scotiabank Full timeRequisition ID: 196577 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...
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Estate and Trust Consultant Leadership Manager
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeOverviewWe are seeking a seasoned Estate and Trust Consultant to lead our team in delivering exceptional solutions to clients. As Practice Lead, you will be accountable for the effective delivery of our services across your region.Job SummaryThis is a senior leadership role that requires strong leadership skills, business acumen, and technical expertise in...
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Technical Estate and Trust Consultant
2 months ago
Calgary, Alberta, Canada Scotiabank Full timePractice Lead, Estate and Trust ServicesAs a key member of our team, you will be responsible for leading the delivery of estate and trust services across Western Canada. Your expertise will be instrumental in driving business growth and developing strong relationships with clients and partners.Key Responsibilities:Provide leadership and guidance to the...
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Estate and Trust Consultant
6 months ago
Calgary, Canada Scotiabank Full timeIs this role right for you? In this role, you will: Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by: Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the...
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Estate and Trust Consultant Practice Lead
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout This RolePractice Lead, Estate and Trust ConsultantThis leadership position is accountable for the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region. The successful candidate will provide leadership around business development and client onboarding, guiding, coaching, and sales management...
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Practice Lead, Estate and Trust Consultant
6 months ago
Calgary, Canada Scotiabank Full timeRequisition ID: 201106 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you?** As the **Practice Lead, Estate and Trust Consultant,** you will be accountable for the effective delivery of the solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their...
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Practice Lead, Estate and Trust Consultant
6 months ago
Calgary, Canada Scotiabank Full timeIs this role right for you? As the Practice Lead, Estate and Trust Consultant, you will be accountable for the effective delivery of the solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region, providing leadership around business development and client onboarding. You will offer guidance, coaching, and sales management...
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Practice Lead, Estate and Trust Consultant
5 hours ago
Calgary, Canada Scotiabank Full timeRequisition ID: 201106 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you?** As the **Practice Lead, Estate and Trust Consultant,** you will be accountable for the effective delivery of the solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their...
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Trust and Estate Portfolio Manager
6 days ago
Calgary, Alberta, Canada Bank of Montreal Full timeOverviewWe are seeking a skilled Trust and Estate Portfolio Manager to join our team at the Bank of Montreal. This is a challenging role that requires expertise in trust administration, estate planning, and investment management.
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Estate Planning Specialist
3 weeks ago
Calgary, Alberta, Canada Royal Trust Corporation of Canada Full timeWe are seeking a highly skilled Estate Planning Specialist to join our team in Calgary, AB. As an integral member of our Wealth Management Services, your role will be to work closely with Investment Advisors to provide consulting services to their clients.Our ideal candidate will have a Canadian Law Degree and be called to the bar in at least one Canadian...
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Practice Lead, Estate and Trust Consultant
1 week ago
Calgary, Canada Scotiabank Full timeTitle: Practice Lead, Estate and Trust Consultant - Western CanadaRequisition ID: 201106Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Is this role right for you?As the Practice Lead, Estate and Trust Consultant, you will be accountable for the effective delivery of the solutions offered by Scotiatrust...
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Trust Officer
3 weeks ago
Calgary, Alberta, Canada Royal Bank of Canada> Full timeJob OverviewWe are seeking a skilled Trust Officer to join our team at Royal Bank of Canada. As a key member of our wealth management group, you will play a vital role in providing exceptional client service and comprehensive estate and trust solutions.About the RoleThis is an exciting opportunity for a motivated individual with 2-4 years of related...
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Practice Lead, Estate and Trust Consultant
3 months ago
Calgary, Canada Scotiabank Full timeRequisition ID: 201106Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Is this role right for you? As the Practice Lead, Estate and Trust Consultant, you will be accountable for the effective delivery of the solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region,...
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Trust Estate and Wealth Strategist
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout ScotiabankAt Scotiabank, we're committed to helping our clients achieve their financial goals. Our team of experts is dedicated to providing exceptional service and support.Job OverviewThis role offers a unique opportunity to lead our estate and trust consulting team in the region, driving business development and client onboarding efforts. As a...
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Trust Advisory Position
1 month ago
Calgary, Alberta, Canada Royal Trust Corporation of Canada Full timeKey ResponsibilitiesAs a Trust Advisor with Royal Trust Corporation of Canada, you will be responsible for identifying, attracting, growing, and retaining Wealth clients within a specific region. You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in a timely and accurate manner, in accordance with policies...
Estate and Trust Consultant
5 months ago
Requisition ID: 201608Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovativ