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Lead Estate and Trust Consultant, MD Signature Private Wealth
2 months ago
Position Overview:
As the Estate and Trust Lead for MD Signature Private Wealth, you will play a pivotal role in delivering a comprehensive estate and trust planning service tailored for our high-net-worth clientele in Quebec. Your expertise will ensure that our affluent clients receive timely and insightful guidance on complex estate matters.
Key Responsibilities:
- Oversee the estate and trust services offered to MD clients, ensuring a superior client experience and promoting awareness of our offerings.
- Provide expert knowledge in estate and trust planning to MD advisors and financial specialists, collaborating with national and team leads to enhance service delivery.
- Integrate estate and trust planning insights into financial planning discussions, addressing client inquiries and participating in meetings where advanced expertise is required.
- Evaluate the implications of changes in estate, trust, and tax legislation, recommending necessary adjustments to maintain compliance with relevant laws.
- Foster a high-performance, client-centric team environment that emphasizes relationship building and the development of talent.
- Promote MD's estate and trust capabilities through marketing initiatives, public relations events, and by establishing connections with external legal and tax professionals.
- Manage risks associated with estate and trust planning, ensuring that insights are communicated accurately and do not constitute legal advice.
- Engage actively in internal committees to refine policies and processes related to estate and trust planning.
- Ensure adherence to professional standards and best practices in client engagement, aligned with Scotiabank's risk culture.
Qualifications:
- Active member of the Chambre des notaires du Québec or the Quebec Bar Association.
- Demonstrated experience in the estate and trust sector, with a strong understanding of the regulatory landscape.
- In-depth knowledge of estate and trust law, particularly Quebec Civil law, to navigate complex scenarios effectively.
- Proven ability to collaborate with legal and financial professionals.
- Exceptional communication skills, both written and verbal, with the ability to present complex information clearly.
- Willingness to work flexible hours and travel as needed.
- Fluency in both French and English is essential.
- A commitment to providing an exceptional client experience and a proactive approach to client needs.
- A strong sense of urgency and ability to prioritize tasks effectively.
- Adaptability to work independently and as part of a collaborative team.
- A passion for continuous learning and staying updated on industry trends and legislative changes.
- Natural coaching abilities to inspire and guide team members towards achieving business objectives.
Educational Background:
- University degree in Common Law.
- Relevant industry certifications (e.g., Certified Financial Planner, STEP designation).
- Advanced degree in taxation is an asset.
Join us at Scotiabank, where we value diverse skills and experiences, fostering an inclusive environment for all employees.
