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Business & Family Wealth Specialist
4 months ago
Requisition ID: 139335
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Business and Family Wealth Specialist**
**Summary**:
The Business and Family Wealth Specialist (BFWS) is responsible for providing comprehensive planning and advisory support to our most complex UHNW and business owner clients. This includes leading the in-depth planning process, coordinating the integration of other experts, and delivering comprehensive planning recommendations that lead to the deepening of existing, valuable client relationships and the acquisition of new Ultra High Net Worth clients.
**Role Responsibilities**
**1. Take a lead role in driving business results through delivering and managing planning engagements for complex ultra-high net worth clients and business owners including**:
- Engaging in consultation meetings with clients or prospects and their RMs to identify planning opportunities
- Leading the discovery process to identify goals for business transition and ownership structures family financial security, continuity and legacy
- 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 recommended solutions
- Preparing alternative strategies/scenarios (through the use of planning software and other tools)
- Where appropriate, drive revenue by coordinating the implementation of solutions and providing ongoing guidance
- Providing information and direction on complex issues to TOE and SFPCs (in preparation of personal financial plans)
2. **Build awareness, engagement and education of BFAS offer by**:
- Being proactive in internal and external communications around UHNW planning and business transition as a value added service offering available throughout Scotiabank;
- Providing regional support through the delivery of presentations, conference calls and one-on-one discussions with RMs/Advisors, TOE, etc.
- Reinforcing messaging and tactics being delivered by the Head Office BFAS team
- Assisting in the development and/or delivery of client/prospect events
- Helping to identify target clients that would benefit from BFAS planning engagements
- Working closely with local sales management leaders to create awareness and identify opportunities to promote the BFAS offering
3. **Build local relationships to strengthen BFAS offer by**:
- Developing a thorough understanding of the Scotiabank Team of Experts (TOE) offerings and strong working relationships with local partners
- Coordinating TOE integration throughout applicable planning engagements - these experts would include any of: Insurance Consultants, Will & Estate Planners, 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 planning process, as required, which may include any of: niche tax specialists, business consultants, business valuators, family facilitators, and legal experts
**4. **Contribute to the effective functioning of the BFAS team and broader FPAS team by**:
- Assisting in the development and testing of processes, policies and other tools to continue to build and enhance the BFAS offering; and
- 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;
- Ensuring the delivery of an excellent and consistent client experience
- Facilitating a culture of open and honest communication;
- Actively participating and contributing to touch bases and team meetings;
- Encouraging the generation of new ideas and approaches;
- Actively sharing knowledge and experience to enhance the development of all team members; and
- Developing and executing a meaningful employee development plan.
**Education/Work Experience/Designations**:
- Musts:
- University degree
- Professional designation (CPA,CA, CMA, CGA, LLB) or demonstrated significant in-depth knowledge of the segment and related technical planning issues and strategies
- Accredited financial planning designation (CFP, RFP, PFP, Pl. Fin -IQPF applicable for Quebec)
- Minimum ten years’ experience delivering planning solutions to business owners and/or Ultra High Net Worth clients
Desirables:
- Family Enterprise Advisor Program
- Canadian Securities Course
- CICA In-Depth Tax Course
- CICA Advanced Tax Issues for the Owner-Managed Business Course
- Life Insurance license
Location(s): Canada : Ontario : Toronto
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