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.
  • Coordinate with the Regional Admin Lead to ensure adequate support is provided to ETCs by the Regional Estate & Trust Administrators (RETAs).
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.
  • Working knowledge of the products and services offered by the Scotiabank Group of Companies (external to Scotia Wealth).

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.

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