Wealth Management Estate Consultant
3 weeks ago
Is this position suitable for you?
In this position, you will:
- Provide Scotiatrust's estate planning services and various estate and trust solutions to High Net Worth (HNW) clients within Scotia Wealth Management. This includes collaborating with Scotiabank and Scotia Wealth Management advisors to engage with HNW clients and prospects, ensuring a positive experience for both clients and advisors. You will add value by delivering estate and trust solutions, preparing comprehensive estate plans, and emphasizing appropriate, needs-based estate planning strategies and solutions alongside other wealth opportunities.
- Play a crucial role in risk management by being responsible and accountable for consistently acting in the best interest of clients, ensuring that actions and behaviors foster a positive client experience while adhering to the relevant policies and guidelines established for this role.
- Contribute to the team's effective functioning by: Building strong working relationships with various business lines and corporate function contacts, coaching and mentoring Associate Estate & Trust Consultants, and promoting a culture of open and honest communication.
- Champion a customer-centric culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Create an environment where the team pursues effective and efficient operations in alignment with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, ensuring the adequacy, adherence to, and effectiveness of daily business controls to meet obligations regarding operational, compliance, AML/AFT/sanctions, and conduct risk.
- Foster a high-performance environment and contribute to an inclusive workplace.
Do you possess the skills that will enable you to excel in this role? We would be pleased to work with you if you have:
- Proficiency in Mandarin (spoken & written) and experience with Asian clientele (not mandatory but considered an asset).
- A background in estate, trust, or financial planning, with a minimum of 3 years of wealth planning experience.
- Extensive experience working with HNW clients and their advisors.
- Comprehensive knowledge and technical proficiency related to wealth and estate planning strategies, including insurance, tax, family and charity law, and business succession.
- A university degree in law is advantageous.
- Experience as a lawyer or notary in wills and estate planning is a plus. Membership in the Society of Trust and Estate Practitioners (STEP) or possession of the Trust and Estate Practitioner (TEP) designation is also beneficial.
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