Estate and Trust Consultant

7 months ago

Toronto, Canada Scotiabank Full time

Requisition ID: 191633

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
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. Proactively leveraging 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**:
1. 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
- Delivering Scotiatrust’s estate planning, trusts and philanthropic advice, including liaising with the client’s lawyer and other external advisors
- Business Development; marketing and promoting appropriate Scotiatrust products and services.
- Recognizing opportunities for partners and clients for Total Wealth solutions such as financial planning, business succession, investments, private banking and insurance opportunities
- Developing and strengthening relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities.

2. 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
- Supporting Scotia Wealth offices with technical expertise and staying current on industry developments

3. Contribute to the effective functioning of the team by:

- Participating actively in team learning development activities and team performance achievements.
- Building effective working relationships with various business lines and corporate function contacts
- Coaching and mentoring Associate Estate & Trust Consultants
- 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 share knowledge and experience to enhance the development of all team members
- Developing and executing a meaningful employee development plan

**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
- 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
- Minimum 3 years wealth planning experience
- Preferred member of STEP or other Trust Industry
- Ability to travel to meet clients within a designated region to achieve goals in a timely manner; may be required to attend external
- client meetings outside of normal business hours
- We'd also love to work with you if you:

- 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.
- 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

Location(s): Canada : Ontario : Toronto

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.

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