Estate Planning Specialist
4 days ago
This is a unique opportunity to join Scotiabank's team as an Estate and Trust Consultant. In this role, you will be responsible for delivering high-quality estate planning services and solutions to our High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients.
Key Responsibilities- Partner with MD Management and Scotia Wealth Management partners to meet with HNW and UHNW clients and prospects, creating a positive experience and adding value through estate and trust solutions.
- Develop and strengthen relationships with clients, partners, and centres of influence, while identifying new business development opportunities.
- Play a key risk management role, ensuring that actions and behaviours 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, coaching and mentoring, and facilitating open communication.
- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Create an environment that pursues effective and efficient operations, adhering to Scotiabank's Values, Code of Conduct, and Global Sales Principles.
- Background and experience in estate, trust, or financial planning, with a minimum of 3 years of wealth planning experience.
- 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 or accounting, or equivalent experience in trust, wills, and estate planning.
- Membership of the Society of Trust and Estate Practitioners (STEP), Trust and Estate Practitioner (TEP) designation, or equivalent experience.
As an Estate and Trust Consultant at Scotiabank, you will have the opportunity to work with a talented team, develop your skills and expertise, and make a meaningful impact on our clients' lives.
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Estate Planning Specialist
18 hours ago
Calgary, Alberta, Canada Scotiabank Full timeJob Title: Estate and Trust ConsultantAre you a seasoned professional with a passion for estate planning and trust management? Do you have a knack for building strong relationships with high net worth clients and their advisors? We're seeking an experienced Estate and Trust Consultant to join our team at Scotiabank.Key Responsibilities:Partner with MD...
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Estate Planning Specialist
15 hours ago
Calgary, Alberta, Canada Scotiabank Full timeJob Title: Estate and Trust ConsultantAre you a seasoned professional with a passion for estate planning and trust management? Do you have a knack for building strong relationships with high net worth clients and their advisors? We're seeking an experienced Estate and Trust Consultant to join our team at Scotiabank.Key Responsibilities:Partner with MD...
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Estate Planning Specialist
2 days ago
Calgary, Alberta, Canada Scotiabank Full timeJob Title: Estate and Trust ConsultantAre you a seasoned professional with a passion for estate planning and trust management? Do you have a knack for building strong relationships with high net worth clients and their advisors? We're seeking an experienced Estate and Trust Consultant to join our team at Scotiabank.Key Responsibilities:Partner with MD...
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Estate Planning Specialist
2 days ago
Calgary, Alberta, Canada Scotiabank Full timeJob Title: Estate and Trust ConsultantAre you a seasoned professional with a passion for estate planning and trust management? Do you have a knack for building strong relationships with high net worth clients and their advisors? We're seeking an experienced Estate and Trust Consultant to join our team at Scotiabank.Key Responsibilities:Partner with MD...
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Estate Planning Specialist
4 days ago
Calgary, Alberta, Canada Scotiabank Full timeJob Title: Estate and Trust ConsultantAre you a seasoned professional with a passion for estate planning and trust management? Do you have a knack for building strong relationships with high net worth clients and their advisors? We're seeking an experienced Estate and Trust Consultant to join our team at Scotiabank.Key Responsibilities:Partner with MD...
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Estate Planning Specialist
4 days ago
Calgary, Alberta, Canada Scotiabank Full timeJob Title: Estate and Trust ConsultantAre you a seasoned professional with a passion for estate planning and trust management? Do you have a knack for building strong relationships with high net worth clients and their advisors? We're seeking an experienced Estate and Trust Consultant to join our team at Scotiabank.Key Responsibilities:Partner with MD...
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Estate Planning Specialist
6 days ago
Calgary, Alberta, Canada Scotiabank Full timeJob SummaryAs an Estate and Trust Consultant at Scotiabank, 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. Your primary responsibility will be to partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects,...
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Estate Planning Specialist
6 days ago
Calgary, Alberta, Canada Scotiabank Full timeJob SummaryAs an Estate and Trust Consultant at Scotiabank, 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. Your primary responsibility will be to partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects,...
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Estate Planning Specialist
2 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout 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) and Ultra-High Net Worth (UHNW) clients.Key ResponsibilitiesPartner with MD Management and Scotia Wealth...
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Estate Planning Specialist
2 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout 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) and Ultra-High Net Worth (UHNW) clients.Key ResponsibilitiesPartner with MD Management and Scotia Wealth...
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Estate Planning Specialist
1 week ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management 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...
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Estate Planning Specialist
1 week ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management 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...
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Estate Planning Specialist
2 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout 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...
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Estate Planning Specialist
2 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout 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...
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Estate Planning Attorney
2 weeks ago
Calgary, Alberta, Canada Innovative Driven Full time{"title": "Estate Planning Attorney", "content": "Join Our Team at Innovative DrivenWe are seeking an experienced Estate Planning Attorney to join our dynamic team at Innovative Driven, a boutique firm based in Calgary, Alberta.As an Estate Planning Attorney, you will be responsible for providing sophisticated legal counsel to our clients on estate and trust...
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Estate Planning Attorney
2 weeks ago
Calgary, Alberta, Canada Innovative Driven Full time{"title": "Estate Planning Attorney", "content": "Join Our Team at Innovative DrivenWe are seeking an experienced Estate Planning Attorney to join our dynamic team at Innovative Driven, a boutique firm based in Calgary, Alberta.As an Estate Planning Attorney, you will be responsible for providing sophisticated legal counsel to our clients on estate and trust...
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Trust and Estate Planning Specialist
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Estate Planning Attorney
2 weeks ago
Calgary, Alberta, Canada Innovative Driven Full timeAbout Innovative DrivenInnovative Driven is a dynamic and growing boutique firm based in Calgary, Alberta, that prides itself on innovation, curiosity, and community. Our diverse team is comprised of professionals who are passionate about delivering exceptional results and making a positive impact.Job SummaryWe are seeking an experienced Associate Attorney...
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Estate Planning Attorney
2 weeks ago
Calgary, Alberta, Canada Innovative Driven Full timeAbout Innovative DrivenInnovative Driven is a dynamic and growing boutique firm based in Calgary, Alberta, that prides itself on innovation, curiosity, and community. Our diverse team is comprised of professionals who are passionate about delivering exceptional results and making a positive impact.Job SummaryWe are seeking an experienced Associate Attorney...
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Estate Planning Attorney
2 weeks ago
Calgary, Alberta, Canada Innovative Driven Full timeAbout UsInnovative Driven is a dynamic and innovative law firm based in Calgary, Alberta, that prides itself on its commitment to excellence and community. Our diverse team is dedicated to serving our clients with empathy and expertise.Job SummaryWe are seeking an experienced Associate Attorney with 2-4 years of post-bar experience in Estate Planning to join...
