Estate and Trust Consultant Leader

2 months ago

Edmonton, Alberta, Canada Scotiabank Full time
Practice Lead, Estate and Trust Consultant - Western Canada

As a key member of our team, you will be responsible for leading the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across Western Canada. Your primary focus will be on providing leadership around business development and client onboarding, ensuring that our ETC team achieves strong business results and delivers exceptional service to partners and clients.

Key Responsibilities:
  • Provide guidance, coaching, and sales management support to the ETC team to drive business growth and client satisfaction.
  • Ensure that business strategies, plans, and initiatives are executed effectively across the region, adhering to governing regulations, internal policies, and business procedures.
  • Oversee the quality of ETC activities, ensuring compliance with regulatory requirements and internal standards.
  • Recruit, onboard, and develop team members, providing them with the necessary tools and support to succeed.
  • Act as a first point of escalation for new business approvals and exceptions to pricing and other policies.
Requirements:
  • Law degree or membership in a Canadian law society is an asset.
  • In-depth experience dealing with high-net-worth clients and their advisors.
  • Effective people management and leadership skills.
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies.
  • Thorough knowledge of the Scotia Wealth product and service offering.

We are committed to creating a diverse and inclusive work environment that fosters growth and development. If you are a motivated and experienced professional looking to take on a leadership role, we encourage you to apply for this exciting opportunity.

  • Estate and Trust Consultant Leader

    1 month ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Practice Lead, Estate and Trust Consultant - Western CanadaJob Summary:We are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team in Western Canada. As a key member of our Wealth Management team, you will be responsible for leading the effective delivery of estate planning solutions to our clients, driving...

  • Estate and Trust Consultant Leader

    1 month ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Practice Lead, Estate and Trust Consultant - Western CanadaJob Summary:We are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team in Western Canada. As a key member of our Wealth Management team, you will be responsible for leading the effective delivery of estate planning solutions to our clients, driving...

  • Trust Officer

    2 months ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will play a critical role in providing exceptional client service and delivering a complete range of estate and trust solutions that meet client needs.Key ResponsibilitiesHandle estate, trust, and protection mandate accounts with...

  • Trust Officer

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will play a critical role in providing exceptional client service and delivering a complete range of estate and trust solutions that meet client needs. You will work closely with clients to understand their goals and objectives, and develop proactive client contact strategies to ensure the broadening...

  • Trust Officer

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will play a critical role in providing exceptional client service and delivering a complete range of estate and trust solutions that meet client needs. You will work closely with clients to understand their goals and objectives, and develop proactive client contact strategies to ensure the broadening...

  • Trust Officer

    1 month ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will play a critical role in delivering exceptional client experiences by providing comprehensive estate and trust solutions that meet client needs. You will work closely with the team to identify, grow, and retain a long-term profitable high net worth (HNW) portfolio of clients, leveraging...

  • Trust Officer

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will be responsible for providing exceptional client service and managing a portfolio of estate and trust accounts.Key ResponsibilitiesHandle estate, trust, and protection mandate accounts with precision and attention to detailDevelop...

  • Trust Officer

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will be responsible for providing exceptional client service and managing a portfolio of estate and trust accounts.Key ResponsibilitiesHandle estate, trust, and protection mandate accounts with precision and attention to detailDevelop...

  • Trust Officer

    1 month ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will deliver exceptional client service and provide a comprehensive range of estate and trust solutions that meet client needs.Key ResponsibilitiesIdentify and develop business opportunities to achieve business results in partnership with the team.Provide superior service and support to clients,...

  • Trust Officer

    1 month ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will deliver exceptional client service and provide a comprehensive range of estate and trust solutions that meet client needs.Key ResponsibilitiesIdentify and develop business opportunities to achieve business results in partnership with the team.Provide superior service and support to clients,...

  • Trust Officer

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will play a critical role in delivering exceptional client experiences by providing comprehensive fiduciary solutions that meet the unique needs and goals of our high net worth clients. You will be responsible for managing and developing strong relationships with existing and prospective clients, as...

  • Trust Officer

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will deliver exceptional client experiences by providing a comprehensive range of estate and trust solutions that meet client needs.Key ResponsibilitiesIdentify and develop business opportunities to achieve business results in partnership with the team.Provide superior service and support to clients,...

  • Trust Officer

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will deliver exceptional client experiences by providing a comprehensive range of estate and trust solutions that meet client needs.Key ResponsibilitiesIdentify and develop business opportunities to achieve business results in partnership with the team.Provide superior service and support to clients,...

  • Real Estate Talent Acquisition Consultant

    4 days ago

    Edmonton, Alberta, Canada The Bagga Team with Royallepage Magna Full time

    We're seeking a highly skilled Real Estate Talent Acquisition Consultant to join our team at The Bagga Team with Royal LePage Magna. As a key member of our real estate sales team, you'll be responsible for identifying and recruiting top talent to drive our business forward.Key Responsibilities:Recruit entry-level real estate agents with high growth potential...

  • Wealth Planning Consultant

    2 days ago

    Edmonton, Alberta, Canada Royal Trust Corporation of Canada Full time

    Job SummaryThe role of a Financial Planning Specialist at Royal Trust Corporation of Canada involves working with advisors to deliver customized financial plans to high net worth clients. This position requires expertise in financial, investment, and tax planning, as well as risk management and estate planning.Key ResponsibilitiesPrepare comprehensive...

  • Estate Planning Specialist

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated Estate Planning Associate to join our team. As a key member of our wealth management team, you will play a critical role in supporting our clients with their estate planning needs.Key ResponsibilitiesAssist clients with insurance quotations and marketing assistanceSupport the servicing of in-force...

  • Lead Consultant, Content

    2 months ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job Title: Lead Consultant, ContentAs a key member of our team, you will be responsible for leading the delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across Western Canada. Your primary focus will be on business development and client onboarding, ensuring the effective execution of business strategies and plans.Key...

  • Real Estate Lawyer

    1 month ago

    Edmonton, Alberta, Canada destinationone Consulting Full time

    Job SummaryDestinationone Consulting is seeking a highly skilled Real Estate Lawyer to join our team. As a Real Estate Lawyer, you will provide specialized legal advice and services related to real estate transactions and property law. Your role will involve guiding clients through the complexities of real estate deals, ensuring compliance with laws and...

  • Real Estate Lawyer

    1 month ago

    Edmonton, Alberta, Canada destinationone Consulting Full time

    Job SummaryDestinationone Consulting is seeking a highly skilled Real Estate Lawyer to join our team. As a Real Estate Lawyer, you will provide specialized legal advice and services related to real estate transactions and property law. Your role will involve guiding clients through the complexities of real estate deals, ensuring compliance with laws and...

  • Real Estate Attorney

    2 months ago

    Edmonton, Alberta, Canada destinationone Consulting Full time

    Real Estate Lawyer Job Descriptiondestinationone Consulting is seeking a skilled Real Estate Lawyer to join our team. As a Real Estate Lawyer, you will provide specialized legal advice and services related to real estate transactions and property law.Key Responsibilities:Advise clients on real estate transactions, including purchases, sales, leasing, and...