Estate and Trust Specialist

1 week ago

Halifax, Nova Scotia, Canada Scotiabank Full time

**About the Role**

This is an exciting opportunity to join Scotiabank as an Estate and Trust Consultant, where you will play a key role in delivering high-quality estate planning services to our High Net Worth (HNW) clients.

**Key Responsibilities**

  • Partner with Scotiabank and Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor.
  • Develop and strengthen relationships with clients, partners, centres of influence, and other business development opportunities.
  • Play a key risk management role by ensuring that actions and behaviors drive a positive client experience while operating within relevant policies and guidelines.
  • Contribute to the effective functioning of the team by building effective working relationships with various business lines and corporate function contacts.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Facilitate a culture of open and honest communication, and create an environment where team members pursue effective and efficient operations.

**Requirements**

  • Background and experience in estate, trust, or financial planning, with a minimum of 3 years of 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, including 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.
  • Proficiency in English and French, with the ability to communicate in both languages.

**Location**

The successful candidate may reside in either Ottawa, Montreal, Halifax, or Moncton.

  • Estate and Trust Specialist

    2 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Estate and Trust Specialist to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing premium wealth management services to our high net worth clients.Key ResponsibilitiesClient Relationship ManagementDevelop and maintain strong relationships with high net...

  • Estate and Trust Specialist

    2 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    About the RoleThis is an exciting opportunity to join Scotiabank as an Estate and Trust Consultant, where you will play a key role in delivering estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients.Key ResponsibilitiesPartner with Scotiabank & Scotia Wealth Management advisors to meet with HNW...

  • Estate and Trust Specialist

    2 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    About the RoleThis is an exciting opportunity to join Scotiabank as an Estate and Trust Consultant, where you will play a key role in delivering estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients.Key ResponsibilitiesPartner with Scotiabank & Scotia Wealth Management advisors to meet with HNW...

  • Estate and Trust Specialist

    3 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    About the Role:This is an exciting opportunity to join Scotiabank as an Estate and Trust Consultant, where you will play a key role in delivering high-quality estate planning services to our High Net Worth (HNW) clients.Key Responsibilities:Client Service: Partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects,...

  • Estate Planning Specialist

    5 days ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our team, you will be responsible for delivering exceptional estate planning services and solutions to our High Net Worth (HNW) clients.Key ResponsibilitiesPartner with Scotiabank and Scotia Wealth Management advisors to meet with HNW...

  • Estate Planning Specialist

    5 days ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our team, you will be responsible for delivering exceptional estate planning services and solutions to our High Net Worth (HNW) clients.Key ResponsibilitiesPartner with Scotiabank and Scotia Wealth Management advisors to meet with HNW...

  • Tax Compliance Specialist

    2 weeks ago

    Halifax, Nova Scotia, Canada Fiera Capital Full time

    About the RoleFiera Capital is seeking a highly skilled Senior Tax Analyst to join their team in a permanent position. As a key member of the Treasury and Taxation department, you will be responsible for supporting Canadian tax compliance, reporting, and planning procedures for a multi-level corporate and partnership structures of real estate investment...

  • Administrative Support Specialist

    1 month ago

    Halifax, Nova Scotia, Canada Pleasant Street Real Estate Incorporated Full time

    Administrative Support Specialist RoleEducation Requirement: Completion of secondary educationExperience Level: 1 to 2 years of relevant experienceWork EnvironmentReal estate firmPrimary DutiesDevelop and assess new office management proceduresAssign tasks and set priorities for team membersOversee office operations and organizational policiesCoordinate...

  • Specialist Palliative Care CNS

    1 month ago

    Halifax, Nova Scotia, B0B, Nova Scotia, Canada Calderdale and Huddersfield NHS Foundation Trust Full time

    Provide specialist palliative care advice to clinical teams. Undertake comprehensive assessment of patient nursing needs, plan, implement and evaluate care delivery according to changing health care needs. Demonstrate specialist skills and knowledge. Use advanced communication skills to impart information, advice and support at all levels.To provide timely...

  • Wealth Management Consultant

    2 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Estate and Trust Specialist to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing premium wealth management services to our high net worth clients.Key ResponsibilitiesClient Relationship ManagementDevelop and maintain strong relationships with high net...

  • Legal Assistant

    2 weeks ago

    Halifax, Nova Scotia, Canada Government of Nova Scotia Full time

    About the RoleWe are seeking a highly organized and detail-oriented Legal Assistant to join our team in the Public Trustees Office. As a Legal Assistant, you will provide specialized legal assistance, case management, and administrative support to our solicitors.Key ResponsibilitiesAdminister and manage solicitor client files, including document preparation...

  • Financial Planning Specialist

    5 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

  • Financial Planning Specialist

    3 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

  • Financial Planning Specialist

    2 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

  • Financial Planning Specialist

    2 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

  • Legal Assistant

    1 week ago

    Halifax, Nova Scotia, Canada Government of Nova Scotia Full time

    About the RoleWe are seeking a highly skilled and organized Legal Assistant to join our team in the Public Trustees Office. As a Legal Assistant, you will provide specialized legal assistance, case management, and administrative support to our solicitors.Key ResponsibilitiesAdminister and manage solicitor client files, including dictation duties, document...

  • Legal Assistant

    1 week ago

    Halifax, Nova Scotia, Canada Government of Nova Scotia Full time

    About the RoleWe are seeking a highly skilled and organized Legal Assistant to join our team in the Public Trustees Office. As a Legal Assistant, you will provide specialized legal assistance, case management, and administrative support to our solicitors.Key ResponsibilitiesAdminister and manage solicitor client files, including dictation duties, document...

  • Legal Assistant

    1 week ago

    Halifax, Nova Scotia, Canada Government of Nova Scotia Full time

    About the RoleWe are seeking a highly skilled and organized Legal Assistant to join our team in the Public Trustees Office. As a Legal Assistant, you will provide specialized legal assistance, case management, and administrative support to our solicitors.Key ResponsibilitiesAdminister and manage solicitor client files, including dictation duties, document...

  • Senior Manager, Financial Planning and Estate Services

    2 weeks ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Job SummaryAs a Regional Director, Estate and Financial Planning Services, you will play a key role in leading the Regional Financial Planning Service team to deliver exceptional estate and financial planning services to clients and advisors. This is a leadership position that requires strong partnership skills, technical expertise, and a passion for...

  • Senior Manager, Financial Planning and Estate Services

    2 weeks ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Job SummaryAs a Regional Director, Estate and Financial Planning Services, you will play a key role in leading the Regional Financial Planning Service team to deliver exceptional estate and financial planning services to clients and advisors. This is a leadership position that requires strong partnership skills, technical expertise, and a passion for...