Estate and Trust Lead, MD Signature Private Wealth

1 week ago

Québec, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and experienced Estate and Trust Lead to join our team at Scotiabank. As a key member of our Wealth Planning group, you will be responsible for developing and delivering a comprehensive estate and trust planning offering to our most affluent clients.

Key Responsibilities
  • Steward the estate and trust offering for our clients, ensuring a compelling client experience and driving awareness through client-facing content and tools.
  • Develop and provide estate and trust planning subject matter expertise to our advisors, financial planners, and specialists, including technical coaching and training.
  • Enhance the delivery of our offering through the integration of estate and trust planning expertise in financial planning content, including answering questions, writing commentary, and participating in client meetings.
  • Assess the impact of changes in estate, trust, and tax legislation on planning strategies, services, and products, and provide recommendations for compliance with relevant legislation.
  • Create a high-performance, client-focused team environment, ensuring a value proposition and infrastructure that attracts, retains, develops, and motivates team members.
  • Promote our advanced estate and trust planning capabilities through promotional activities, public relations events, thought leadership material, and relationships with external legal firms and professional tax and accounting service providers.
  • Manage risk connected to estate and trust planning issues, working closely with other subject matter experts to ensure a coordinated approach.
  • Participate in internal committees relating to team policies and processes on estate and trust planning and coordination with other lines of business.
  • Ensure adherence to professional standards, including policies, procedures, and best practices, and professional codes of conduct related to client engagement.
Requirements
  • Member in good standing of the Chambre des notaires du Québec or of the Quebec Bar association.
  • Proven experience in the estate and trust industry, including the regulatory environment.
  • Extensive knowledge of the competitive estate and trust market – products, companies, taxation, and marketing concepts.
  • Detailed knowledge of estate and trust law, including related Quebec Civil law, to resolve complex problems and provide guidance to our staff and clients.
  • Demonstrated history of working with notaries/lawyers, advisors, and other trust professionals.
  • Dynamic written, presentation/public speaking skills.
  • Ability to work non-standard hours and travel.
  • Fluency in both French and English.
Assets
  • University degree in Common law, with an ability to support Common Law provinces.
  • Industry accreditation (Canadian Securities Commission, Institut québécois de planification financière (IQPF) diploma, Certified Financial Planner, Personal Financial Planner).
  • Society of Trust and Estate Practitioners (STEP) designation (TEP), or equivalent.
  • Diploma or Masters degree in taxation.

  • Lead Estate and Trust Consultant, MD Signature Private Wealth

    4 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    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...

  • Senior Estate and Trust Advisor, MD Signature Wealth Management

    4 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    Position Overview:As the Lead Estate and Trust Consultant for MD Signature Private Wealth, you will play a pivotal role in delivering comprehensive estate and trust planning services to our most affluent clientele. Your expertise will ensure that our clients receive timely and insightful guidance tailored to their complex financial needs.Key...

  • Senior Estate and Trust Advisor

    4 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...

  • Lead Advisor for Estate and Trust Services

    4 weeks ago

    Québec, Quebec, Canada MD Financial Management Full time

    Is this position the right fit for you? In this role, you will: Oversee the estate and trust services for MD Financial Management clients, ensuring an exceptional client experience, enhancing awareness, and creating client-facing materials and resources. Conduct research and provide expert knowledge in estate and trust planning to MD advisors, financial...

  • Wealth Management Estate and Trust Consultant

    4 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    Position Overview:As the Estate and Trust Lead for MD Signature in Quebec, you will play a pivotal role in delivering a comprehensive estate and trust planning service tailored for our affluent clientele. Your expertise will ensure the timely and insightful provision of advanced estate and trust planning advice, education, and support to various...

  • Estate and Trust Planning Lead

    5 days ago

    Québec, Quebec, Canada MD Financial Management Full time

    About the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...

  • Estate and Trust Planning Lead

    6 days ago

    Québec, Quebec, Canada MD Financial Management Full time

    About the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...

  • Senior Financial Consultant, MD Financial Management

    1 day ago

    Québec, Quebec, Canada Scotiabank Full time

    Senior Financial ConsultantJoin our team of professionals committed to making a meaningful contribution to the welfare of physicians and their families. As a Senior Financial Consultant, you will assist MD clients in achieving their personal financial goals and work as a partner with MD's Specialist Advisors to prepare comprehensive financial plans and...

  • Senior Financial Consultant, MD Financial Management

    4 days ago

    Québec, Quebec, Canada Scotiabank Full time

    Senior Financial Consultant Join our team of professionals committed to making a difference in the lives of Canadian physicians and their families. As a Senior Financial Consultant with MD Financial Management, you will play a key role in assisting clients in achieving their personal financial goals. You will work closely with our Specialist Advisors to...

  • Wealth Management Trust Specialist

    4 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    Become a vital member of a mission-oriented team at a premier financial services organization, committed to delivering outstanding client experiences and fostering business development.Position OverviewAs a Trust Officer at Scotiabank, you will be instrumental in nurturing client relationships, discovering new business avenues, and ensuring adherence to...

  • Estate and Trust Professional

    2 days ago

    Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate and Trust Lead to join our team at Scotiabank in Quebec, QC.Key ResponsibilitiesDevelop and implement robust estate and trust plans to meet client needs.Collaborate with the Director, Financial Planning to drive business growth and success.Provide expert advice on estate and trust matters to clients and...

  • Estate and Trust Professional

    2 days ago

    Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate and Trust Lead to join our team at Scotiabank in Quebec, QC.Key ResponsibilitiesDevelop and implement robust estate and trust plans to meet client needs.Collaborate with the Director, Financial Planning to drive business growth and success.Provide expert advice on estate and trust matters to clients and...

  • Trust Officer

    5 days ago

    Québec, Quebec, Canada Cari Full time

    About the RoleCari is seeking a highly skilled and experienced Trust Officer to join our Scotia Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and support to high net worth clients and beneficiaries.Key ResponsibilitiesClient Relationship Management• Develop and maintain deep, long-term...

  • Trust Officer

    6 days ago

    Québec, Quebec, Canada Cari Full time

    About the RoleCari is seeking a highly skilled and experienced Trust Officer to join our Scotia Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and support to high net worth clients and beneficiaries.Key ResponsibilitiesClient Relationship Management• Develop and maintain deep, long-term...

  • Senior Wealth Strategist

    7 days ago

    Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Expert to join our team at Scotiabank. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive estate and trust planning...

  • Responsable de l'offre de services successoraux et fiduciaires, Gestion financière MD

    6 days ago

    Québec, Quebec, Canada Gestion financière MD Full time

    Responsable de l'offre de services successoraux et fiduciaires Nous recherchons un professionnel expérimenté pour occuper le poste de Responsable de l'offre de services successoraux et fiduciaires au sein de notre équipe de Gestion financière MD. ResponsabilitésProposer à la clientèle de Gestion financière MD une expérience client attrayante en...

  • Responsable de l'offre de services successoraux et fiduciaires, Gestion financière MD

    5 days ago

    Québec, Quebec, Canada Gestion financière MD Full time

    Responsable de l'offre de services successoraux et fiduciaires Nous recherchons un professionnel expérimenté pour occuper le poste de Responsable de l'offre de services successoraux et fiduciaires au sein de notre équipe de Gestion financière MD. ResponsabilitésProposer à la clientèle de Gestion financière MD une expérience client attrayante en...

  • Junior Investment Portfolio Manager

    4 weeks ago

    Québec, Quebec, Canada MD Financial Management Full time

    Position Overview: This role is designed for individuals who are passionate about investment management and client relations. In this capacity, you will: • Cultivate and enhance client relationships through consistent and thorough communication. • Ensure that all investment portfolios adhere to the established Investment Policy Statements of clients. •...

  • Senior Trust Advisor

    4 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    Become a vital member of a mission-driven team at a premier financial services organization, committed to delivering outstanding client experiences and fostering business expansion.Position OverviewAs a Trust Officer at Scotiabank, you will be instrumental in overseeing client interactions, discovering new business avenues, and ensuring adherence to...

  • Senior Wealth Planning Specialist

    2 weeks ago

    Québec, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Estate Planning Advisor to join our team at NBC. As a key member of our wealth management team, you will be responsible for providing expert advice and guidance to our clients and investment advisors on estate planning matters.Key ResponsibilitiesClient AdvisoryProvide expert advice and...