Estate & Trust Specialist - Vancouver

3 days ago


Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Estate & Trust Consultant to join our Scotiabank team in Vancouver. As a key member of our team, you will provide clients with a premium wealth management experience.

Key Responsibilities
  • Provide expert advice on estate and trust planning to clients
  • Develop and implement customized wealth management strategies
  • Collaborate with cross-functional teams to deliver exceptional client service
  • Stay up-to-date with industry trends and regulatory requirements
Requirements
  • Strong knowledge of estate and trust planning principles
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong analytical and problem-solving skills


  • Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate & Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will provide clients with a premium wealth management experience by delivering customized, needs-driven solutions.Key ResponsibilitiesDeliver estate planning services and other estate and trust solutions...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate & Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will provide clients with a premium wealth management experience by delivering customized, needs-driven solutions.Key ResponsibilitiesDeliver estate planning services and other estate and trust solutions...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleThis is a challenging and rewarding opportunity to join Scotiabank's team as an Estate Planning Specialist. As a key member of our Wealth Management team, you will be responsible for delivering high-quality estate planning services to our High Net Worth (HNW) clients.Key ResponsibilitiesClient Relationship Management: Develop and strengthen...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleThis is a challenging and rewarding opportunity to join Scotiabank's team as an Estate Planning Specialist. As a key member of our Wealth Management team, you will be responsible for delivering high-quality estate planning services to our High Net Worth (HNW) clients.Key ResponsibilitiesClient Relationship Management: Develop and strengthen...


  • 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...


  • Vancouver, British Columbia, Canada Forge Recruitment Full time

    **About the Company**Our client, a leading international law firm, is seeking a highly skilled and organized individual to join their Trust, Wills, Estates, and Charities team in their Vancouver office.**Job Summary**Provide administrative support to the team, including coordinating meetings, managing calendars, and preparing correspondence.Ensure all...


  • Vancouver, British Columbia, Canada Forge Recruitment Full time

    **About the Company**Our client, a leading international law firm, is seeking a highly skilled and organized individual to join their Trust, Wills, Estates, and Charities team in their Vancouver office.**Job Summary**Provide administrative support to the team, including coordinating meetings, managing calendars, and preparing correspondence.Ensure all...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleThis is a challenging and rewarding opportunity to join Scotiabank's team as an Estate Planning Specialist. As a key member of our Wealth Management team, you will be responsible for delivering high-quality estate planning services to our High Net Worth (HNW) clients.Key ResponsibilitiesClient Relationship Management: Develop and strengthen...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleThis is a challenging and rewarding opportunity to join Scotiabank's team as an Estate Planning Specialist. As a key member of our Wealth Management team, you will be responsible for delivering high-quality estate planning services to our High Net Worth (HNW) clients.Key ResponsibilitiesClient Relationship Management: Develop and strengthen...


  • West Vancouver, British Columbia, Canada Watson Goepel LLP Full time

    **About Us**Watson Goepel LLP is a reputable, full-service law firm with over 35 years of experience in providing exceptional legal services to our clients. Our firm has a strong presence in Vancouver and West Vancouver, with a team of 35+ lawyers who are dedicated to delivering top-notch results.**Job Summary**We are seeking an experienced, full-time...


  • West Vancouver, British Columbia, Canada Watson Goepel LLP Full time

    **About Us**Watson Goepel LLP is a reputable, full-service law firm with over 35 years of experience in providing exceptional legal services to our clients. Our firm has a strong presence in Vancouver and West Vancouver, with a team of 35+ lawyers who are dedicated to delivering top-notch results.**Job Summary**We are seeking an experienced, full-time...


  • West Vancouver, British Columbia, Canada Watson Goepel LLP Full time

    **About Us**Watson Goepel LLP is a reputable, full-service law firm with over 35 years of experience in providing exceptional legal services to our clients. Our firm has a strong presence in Vancouver and West Vancouver, with a team of 35+ lawyers who are dedicated to delivering top-notch legal expertise.**Job Summary**We are seeking an experienced,...


  • West Vancouver, British Columbia, Canada Watson Goepel LLP Full time

    **About Us**Watson Goepel LLP is a reputable, full-service law firm with over 35 years of experience in providing exceptional legal services to our clients. Our firm has a strong presence in Vancouver and West Vancouver, with a team of 35+ lawyers who are dedicated to delivering top-notch legal expertise.**Job Summary**We are seeking an experienced,...

  • Trust Officer

    6 days ago


    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job DescriptionAbout the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAdminister estate and...

  • Trust Officer

    6 days ago


    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job DescriptionAbout the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAdminister estate and...

  • Senior Associate

    3 days ago


    Vancouver, British Columbia, Canada Watson Goepel LLP Full time

    **Job Summary**We are seeking an experienced and ambitious Senior Associate to join our Wills, Estates & Trusts team at Watson Goepel LLP. As a key member of our team, you will be responsible for providing expert legal advice and services to our clients in the areas of wills, trusts, estates, and probate.**Key Responsibilities**Preparing wills, trusts, power...

  • Senior Associate

    3 days ago


    Vancouver, British Columbia, Canada Watson Goepel LLP Full time

    **Job Summary**We are seeking an experienced and ambitious Senior Associate to join our Wills, Estates & Trusts team at Watson Goepel LLP. As a key member of our team, you will be responsible for providing expert legal advice and services to our clients in the areas of wills, trusts, estates, and probate.**Key Responsibilities**Preparing wills, trusts, power...

  • Trust Officer

    6 days ago


    Vancouver, British Columbia, Canada Raymond James Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAccount Administration: Responsible...

  • Trust Officer

    6 days ago


    Vancouver, British Columbia, Canada Raymond James Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Trust Officer to join our team at Raymond James Financial. As a Trust Officer, you will play a critical role in the administration of estate and trust accounts, ensuring timely, accurate, and professional service to our clients and partners.Key ResponsibilitiesAccount Administration: Responsible...


  • Vancouver, British Columbia, Canada Raymond James Financial Full time $75,000 - $110,000

    Job Description - Estate and Trust Account Manager Estate and Trust Account Manager At Raymond James, we innovate, we collaborate, we strategize, we execute, and we enhance together. Solus Trust Company (ST), a subsidiary of Raymond James Ltd. (RJL), stands as Canada's premier independent investment dealer, providing exceptional investment...