Senior Estate and Trust Advisor

3 weeks ago

Québec, Quebec, Canada MD Financial Management Full time

Is this position a fit for you?

In this capacity, you will:

  • Oversee the estate and trust services for MD clients, ensuring an exceptional client journey, enhancing awareness, and crafting client-oriented materials and resources.
  • Conduct research and deliver estate and trust planning expertise to MD advisors, financial consultants, and specialists. This involves collaborating with National Leads, Team Leads, and Directors to offer guidance, technical coaching, and training to relevant advisors and specialists.
  • Contribute significantly to the enhancement of MD's offerings by integrating estate and trust planning expertise into financial planning services for clients. This includes addressing inquiries, drafting insights, and occasionally participating in client meetings requiring advanced estate and trust planning knowledge, along with providing support for complex cases.
  • Evaluate the implications of changes in estate, trust, and tax legislation on planning strategies, services, and products, and provide recommendations to ensure compliance with applicable laws.
  • Foster a high-performance, client-centric, team-oriented environment, ensuring a value proposition and infrastructure that attracts, retains, develops, and motivates talent while focusing on deepening client relationships and leveraging broader MD and Scotiabank resources.
  • Promote MD's advanced estate and trust planning capabilities in the market through promotional initiatives, public relations events, thought leadership materials, and by building and maintaining partnerships with external legal and tax professionals.
  • Manage risks associated with estate and trust planning, particularly the potential for misinterpretation of insights as legal advice. This includes collaborating closely with other experts within MD's Wealth Strategy Team and the organization to ensure a unified approach to estate and trust planning matters.
  • Actively participate as a member of the MD team, engaging in various internal committees related to policies and processes concerning estate and trust planning and coordination with other business lines.
  • Ensure compliance with professional standards, including policies, procedures, best practices, and codes of conduct related to client engagement, considering Scotiabank's risk appetite and culture in daily activities and decisions.

Essential Qualifications:

  • Member in good standing of the "Chambre des notaires du Québec" or the "Quebec Bar Association".
  • Demonstrated experience in the estate and trust sector, including familiarity with the regulatory landscape.
  • Comprehensive understanding of the competitive estate and trust market, including products, companies, taxation, and marketing strategies.
  • In-depth knowledge of estate and trust law, including relevant Quebec Civil law, to address complex issues and provide guidance to MD staff and clients.
  • Proven history of collaboration with notaries, lawyers, advisors, and other trust professionals.
  • Strong written and verbal communication skills, particularly in public speaking.
  • Willingness to work flexible hours and travel as needed.
  • Fluency in both French and English is mandatory.
  • A commitment to lead by example, inspiring others to adopt a growth mindset, initiative, integrity, and authentic relationship-building skills.
  • An appreciation for delivering an exceptional client experience, quickly understanding client needs and providing timely, accurate responses to estate planning inquiries.
  • A sense of urgency, prioritizing client needs and ensuring tasks are completed promptly.
  • The ability to work independently and collaboratively within a broader team to provide optimal client service and align objectives with long-term goals.
  • A willingness to embrace change, thriving in a dynamic environment with shifting priorities and tight deadlines.
  • A dedication to continuous learning, staying informed about provincial laws, regulations, and trends in the estate and trust planning industry, and using this knowledge to enhance awareness through educational initiatives.
  • A natural coaching ability, motivating others to achieve critical business objectives during periods of significant change.

Education and Certifications:

  • University degree in Common Law, with the ability to support Common Law provinces.
  • Relevant industry accreditation (e.g., Canadian Securities Commission, IQPF diploma, Certified Financial Planner, Personal Financial Planner).
  • Society of Trust and Estate Practitioners (STEP) designation (TEP) or equivalent.
  • Diploma or master's degree in taxation.

Do you possess the skills necessary for success in this role? We would be eager to collaborate with you if you have:

  • Strong presentation skills, particularly regarding financial topics, with the ability to convey complex concepts clearly and effectively.
  • The capability to work both as part of an interdependent team and independently when required, excelling in a modern, flexible work environment.
  • Proven experience in establishing and maintaining effective working relationships with clients, peers, advisors, leadership, and senior management.
  • Exceptional time management and prioritization skills, with the ability to manage multiple projects simultaneously.

"In accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English."

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