Estate and Trust Consultant

7 months ago

Halifax, Canada Scotiabank Full time

Requisition ID: 201404

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 work to deepen and strengthen client relationships by providing clients with customized, needs-driven solutions, leveraging the full suite of "Total Wealth" products and services. You will proactively leverage business development strategies, working in partnership, generating new opportunities to support a holistic approach to exceeding our client expectations and earning the business will be the key to your success in this role.

**Is 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 advisor, adding value by providing estate and trust solutions by preparing high level estate plans and highlighting appropriate, needs-based estate planning strategies and solutions as well as other Wealth opportunities
- Develop and strengthen relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities.
- Play key risk management role by being responsible and accountable for always doing the right thing for clients and ensuring that actions and behaviours drive a positive client experience while operating within the relevant policies and guidelines established for the role
- Contribute to the effective functioning of the team by: Building effective working relationships with various business lines and corporate function contacts, Coaching and mentoring Associate Estate & Trust Consultants, and Facilitating a culture of open and honest communication
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Create an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, which ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/AFT/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**:

- Background and experience in estate, trust or financial planning, 3 years wealth planning experience
- In-depth experience dealing with HNW clients and their advisors
- In-depth knowledge and technical proficiency related to wealth and estate planning strategies such as insurance, tax, family and charity law ,and business succession
- University degree in law, an asset
- Lawyer or notary with experience in wills and estate planning, an asset
Membership of the Society of Trust and Estate Practitioners (STEP), Trust and Estate Practitioner (TEP) designation, an asset

**_

Location(s): Canada : Ontario : Ottawa || Canada : New Brunswick : Moncton || Canada : Nova Scotia : Halifax || Canada : Quebec : Montreal

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.

  • Estate and Trust Consultant

    3 months ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 201404 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...

  • Estate and Trust Advisor

    6 days ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 162964 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Summary**: The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients. **Duties & Responsibilities**: Business Development - Review and assess with clients their...

  • Trust Officer

    2 months ago

    Halifax, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Executive Trust Officer

    7 months ago

    Halifax, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Halifax Real Estate Lawyer

    9 months ago

    Halifax, Canada McInnes Cooper Full time

    Owing to McInnes Cooper's growth strategy, we are currently seeking a talented **Real Estate Associate **to join our Real Estate team in **Halifax, Nova Scotia**. This opportunity offers exposure to a wide variety of interesting and sophisticated matters and clients. You will hone your talent in consulting and leading various legal processes such as...

  • Trust Administrator

    6 months ago

    Halifax, Canada BMO Financial Group Full time

    1675 Grafton Street Halifax Nova Scotia,B3J 0E9 Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the...

  • Financial Consultant

    2 weeks ago

    Halifax, Canada Markham Centre Financial Services Inc. Full time

    Education: Bachelor's degree - Experience: 2 years to less than 3 years - **Tasks**: - Advise on trust account investments - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and...

  • financial consultant

    4 weeks ago

    Halifax, Canada Markham Centre Financial Services Inc. Full time $55,000

    Education: Bachelor's degree Experience: 2 years to less than 3 years Tasks Advise on trust account investments Identify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate...

  • Real Estate Salesperson

    7 months ago

    Halifax, Canada Air Realty Limited Full time

    Position Title: Real Estate Salesperson Company Overview: Join our dynamic and community-driven team at Air Realty, a respected and rapidly-growing real estate brokerage based in Nova Scotia. We are seeking ambitious and dedicated Real Estate Professionals who have a passion for helping clients navigate the property market. We offer a $5,000 bursary to any...

  • Manager & Real Estate Economics Analyst

    7 hours ago

    Halifax, Canada Turner Drake & Partners Ltd. Full time

    **Manager & Real Estate Economics Analyst** **Economic Intelligence Unit** **Turner Drake & Partners Ltd.** **Halifax, Nova Scotia** **About Us** For over four decades we have provided real estate consulting services to the business community in Canada. We started with a simple vision: (1) be the benchmark by which others are measured, (2) offer clients a...

  • Estate Planning Estate

    7 months ago

    Halifax, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Wealth Planning Consultant

    7 months ago

    Halifax, Canada BMO Financial Group Full time

    1675 Grafton Street Halifax Nova Scotia,B3J 3N8 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a...

  • Clinical Child Psychologist

    4 weeks ago

    Halifax, Canada Calderdale and Huddersfield NHS Foundation Trust Full time

    p>An exciting opportunity has arisen for a Clinical Psychologist to join an expanding Clinical Health Psychology Department in Calderdale and Huddersfield NHS Foundation Trust (fixed term basis).The post holder will continue to develop and lead the Long COVID psychology service, including the provision of psychological assessment, intervention, consultation...

  • Project Manager

    1 month ago

    Halifax, Canada Nova Scotia Health Authority Full time

    **Req ID**:188855** **Location**:Central** Zone, **Halifax Infirmary Robie Street Entrance - QEII** **Department**:FMS Real Estate Services** **Type of Employment**:Permanent** **Hourly FT** (**100%**) x **1** **Management/Non Union** P**osition** **Posting Closing Date**:13-Dec-24** Nova Scotia Health is the largest provider of health services in Nova...

  • Project Coordinator, Real Estate

    7 months ago

    Halifax, Canada Canada Lands Company | La Société immobilière du Canada Full time

    **Job req ID**: 1881 **Company**: Canada Lands **Title**: Project Coordinator **Location**: Halifax, NS **Department**: Real Estate **Employment status**: Employee (full-time) **SUMMARY** Under the direction of the Director, Real Estate, the Project Coordinator manages the flow of project-related written and verbal correspondence, processes project...

  • Leasing Consultant

    4 days ago

    Halifax, Canada Nova Scotia Health Authority Full time

    **Req ID**:152513** **Company: Nova Scotia Health** **Location**:Central** Zone, **Abbie J. Lane Memorial Building - QEII** **Department**:FMS Real Estate Services** **Type of Employment**:Permanent** **Hourly FT** (**100%** FTE) x **1** position(s)** **Status: MGMT/NON-Union** **Management/Non Union** Position** **Posting Closing Date**:21-Apr-23** Nova...

  • Clinical Child Psychologist

    2 weeks ago

    Halifax, Canada Calderdale and Huddersfield NHS Foundation Trust Full time

    Please see attached job description and person specification for a full outline of the main responsibilities of this role. This includes the following: 1. To provide a highly specialist Long COVID service to patients within the Calderdale and Huddersfield area. 2.To work closely with colleagues in health to provide highly specialist psychological and...

  • Trust Administrator

    7 months ago

    Halifax, Canada Province of Nova Scotia Full time

    **Department**:Office of the Public Trustee **Location**:HALIFAX **Type of Employment**:Permanent **Union Status**:NSGEU - NSPG **Closing Date**:13-Feb-24 (Applications are accepted until 11:59 PM Atlantic Time) **About Us**: The Public Trustee of Nova Scotia is independent of government. It is set up as a corporation to protect the financial and...

  • Project Coordinator, Real Estate

    7 months ago

    Halifax, Canada Atlantic Region Full time

    **Company**: Canada Lands **Location**: 1791 Barrington St Suite 1510, Halifax, NS **Employment Status**: Employee (Full-Time) **Short Summary**: Under the direction of the Director, Real Estate, the Project Coordinator manages the flow of project-related written and verbal correspondence, processes project documents to advance and maintain project...

  • General Manager, Real Estate Management

    2 days ago

    Halifax, Canada Universal Realty Group Full time

    General Manager, Real Estate Management Universal Realty Group Halifax, NS 30 Years of Building Excellence Universal Realty Group is a leader in the development and management of residential and commercial properties in Nova Scotia. With a reputation for building excellence, our ever-growing real estate portfolio currently consists of over 2,500...