Current jobs related to Regional Estate - Vancouver - Scotiabank

  • Regional Estate Coordinator

    22 hours ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and organized individual to join our team as a Regional Estate Coordinator. In this role, you will play a critical part in supporting our Estate and Trust Planning team in delivering exceptional client service and driving business growth.Key ResponsibilitiesSupport the ETC sales process by preparing files,...

  • Regional Estate Coordinator

    18 hours ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and organized individual to join our team as a Regional Estate Coordinator. In this role, you will play a critical part in supporting our Estate and Trust Planning team in delivering exceptional client service and driving business growth.Key ResponsibilitiesSupport the ETC sales process by preparing files,...

  • Regional Estate Administrator

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the Role:We are seeking a highly skilled Regional Estate Administrator to join our team at Scotiabank. As a key member of our Estate and Trust team, you will play a critical role in supporting the delivery of exceptional client service and driving business growth.Key Responsibilities:Support Estate and Trust Consultants in driving new business and...

  • Regional Estate Administrator

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Regional Estate Administrator to join our team at Scotiabank. As a key member of our Estate and Trust team, you will be responsible for providing administrative support to Estate and Trust Consultants (ETCs) in driving new business and advisor engagement within their regions.Key ResponsibilitiesSupport ETC Prospect...

  • Regional Estate Administrator

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Regional Estate Administrator to join our team at Scotiabank. As a key member of our Estate and Trust team, you will be responsible for providing administrative support to Estate and Trust Consultants (ETCs) in driving new business and advisor engagement within their regions.Key ResponsibilitiesSupport ETC Prospect...

  • Regional Estate

    3 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 196328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Scotiatrust Regional Estate & Trust Administrator** As a Scotiatrust Regional Estate & Trust Administrator, you are responsible for providing Estate & Trust Consultants (ETCs) with the support they require to drive new business...

  • Regional Estate

    3 months ago

    Vancouver, Canada MD Financial Management Full time

    Requisition ID: 196328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Regional Estate & Trust Administrator - MD Private Trust** As a Regional Estate and Trust Administrator, you will provide administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the...

  • Regional Estate Coordinator

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the Role:This is an exciting opportunity to join Scotiabank's Estate and Trust team as a Regional Estate Coordinator. In this role, you will play a key part in supporting the Estate and Trust team in their efforts to deliver exceptional client service and drive business growth.Key Responsibilities:Support ETC Prospect Management: Ensure that new...

  • Regional Estate

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Regional Estate & Trust Administrator to provide administrative support to our Estate & Trust Consultants (ETCs) in driving new business and advisor engagement within their regions. As a key member of our team, you will be responsible for ensuring the smooth operation of our estate and trust...

  • Regional Estate

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Regional Estate & Trust Administrator to provide administrative support to our Estate & Trust Consultants (ETCs) in driving new business and advisor engagement within their regions. As a key member of our team, you will be responsible for ensuring the smooth operation of our estate and trust...

  • Regional Estate and Trust Specialist

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Position Overview: As a Regional Estate and Trust Specialist, you will play a pivotal role in supporting Estate & Trust Consultants (ETCs) in driving business growth and enhancing client engagement within your designated regions. Your commitment to delivering exceptional client service and maintaining operational excellence will be key to your success in...

  • Regional Estate Coordinator

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleThis is an exciting opportunity to join Scotiabank's Estate and Trust team as a Regional Estate Coordinator. In this role, you will play a key part in supporting the team's efforts to deliver exceptional client service and drive business growth.Key ResponsibilitiesSupport ETC Prospect ManagementEnsure new opportunities are properly captured and...

  • Regional Estate Coordinator

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleThis is an exciting opportunity to join Scotiabank's Estate and Trust team as a Regional Estate Coordinator. In this role, you will play a key part in supporting the team's efforts to deliver exceptional client service and drive business growth.Key ResponsibilitiesSupport ETC Prospect ManagementEnsure new opportunities are properly captured and...

  • Regional Real Estate Executive

    1 month ago

    Vancouver, British Columbia, Canada rennie Full time

    Position: Real Estate Regional DirectorReports to: Vice President, RCS Canada Job Type: Full Time, Permanent (4 days in office & 1 day work from home)About rennierennie has been a cornerstone in the real estate sector for over 40 years, providing a thoughtful and reliable approach to our clients and communities. Our people-first culture is the foundation of...

  • Licensed Real Estate Salesperson

    4 hours ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Unlock Your Potential as a Sales AgentWe're seeking a driven and ambitious Sales Agent to join our team at Bespoke Real Estate Group. As a Sales Agent, you'll have the opportunity to build a successful career in real estate, helping clients find and buy their dream homes.About the RoleAs a Sales Agent, you'll be responsible for:Providing exceptional customer...

  • Licensed Real Estate Salesperson

    59 minutes ago

    Vancouver, British Columbia, Canada Bespoke Real Estate Group Full time

    Unlock Your Potential as a Sales AgentWe're seeking a driven and ambitious Sales Agent to join our team at Bespoke Real Estate Group. As a Sales Agent, you'll have the opportunity to build a successful career in real estate, helping clients find and buy their dream homes.About the RoleAs a Sales Agent, you'll be responsible for:Providing exceptional customer...

  • Regional Estate

    1 month ago

    Vancouver, Canada IG Wealth Management Full time

    Location: Vancouver, Victoria and Kelowna IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial...

  • Regional Estate

    4 weeks ago

    Vancouver, Canada IG Wealth Management Full time

    Location: Vancouver, Victoria and Kelowna IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial...

  • Regional Estate

    4 months ago

    Vancouver, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Regional Estate & Trust Administrator - Scotiatrust,...

  • Regional Estate

    4 months ago

    Vancouver, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Regional Estate & Trust Administrator - Scotiatrust,...

Regional Estate

4 months ago

Vancouver, Canada Scotiabank Full time

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

Select how often (in days) to receive an alert:

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Regional Estate & Trust Administrator - Scotiatrust, Vancouver, BC

Requisition ID: 196328

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


Scotiatrust Regional Estate & Trust Administrator

As a Scotiatrust Regional Estate & Trust Administrator, you are responsible for providing Estate & Trust Consultants (ETCs) with the support they require to drive new business and advisor engagement within their regions, while maintaining a high level of client service, quality control and operational efficiency. You will perform a variety of functions towards that end, mostly dedicated to particular ETCs but working as part of a team that may require his/her support across several different ETCs / Regions at different points in time.

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

• Support ETC prospecting and pipeline management activities. This includes ensuring that new opportunities are properly captured and tracked within Salesforce; providing reporting and/or directing leaders and advisors towards reporting around leads; liaising with the planning teams and Total Wealth Managers (TWMs) to ensure they have whatever data they require to incorporate estate and trust planning into total wealth proposals.

• Support the ETC sales process. This includes file preparation (paper or digital) prior to discovery meeting with the client, which may include requesting the completion of the Estate Planning Questionnaire, copies of existing planning documents, as well as summaries of current financial holdings and any available beneficiary designations. Also includes preparing all necessary new business documentation, which may include fee agreements (paper or digital) as well as any account opening documentation where and when required. Assists the ETC by sending correspondence to law firms, perform follow-up with lawyers and clients.

• Provide quality assurance support that helps ETCs ensure their new business is submitted in good order. This includes ensuring that all documentation (original Will, Powers of Attorney, etc.) and reporting is completed accurately, in full, and on time. Support the ETCs on immediate fee reporting.

• Facilitate business development and advisor education opportunities. Schedules/confirms client appointments, including confirming road trips and meeting room logistics; assists the ETC to prepare for seminars/webinars – i.e. organizing, registering participants, managing logistics, liaising with presenters and directing advisors to available resources (internal marketing content, etc.)

• Provide administrative support to ETCs, as needed. This includes supporting ETCs’ efforts to conduct their business in a digital fashion; managing the flow of mail and couriers where digital processing is not an option; ensuring that the ETC is well stocked with necessary supplies; triaging emails, calls and requests that come to the ETC; and providing support around coordination of meetings and helping with travel arrangements, where feasible.

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

• Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

• Champion a high-performance environment and contributes to an inclusive work environment.


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 analytical, organizational, communication and interpersonal skills
• proficiency with Outlook, MS WORD & TEAMS, Excel, PowerPoint & Salesforce
• University degree or equivalent
• Knowledge of the Estate & Trust and/or wealth management industry
• Industry accreditation (Certificate in Estate and Trust Administration) would be an asset
• Working knowledge of legal documents such as Wills, Trust Deeds and Powers of Attorney is an asset
• Bilingualism (English-French) is an asset
• High attention to detail and solid follow-through capabilities
• Ability to prioritize several requirements at once and while under pressure
• Excellent team player with the ability to work independently
• Demonstrated initiative, pro-activity and sense of responsibility
• Dedicated to service excellence for internal and external clients
• Ability to effectively manage change

Location(s): Canada : British Columbia : Vancouver

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. If you require technical assistance, please click here . 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.


Job Segment: QA, QC, Compliance, Quality Assurance, Business Development, Quality, Legal, Technology, Sales

#J-18808-Ljbffr