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Estate and Trust Specialist

2 months ago

Halifax, Nova Scotia, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled Estate and Trust Specialist to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing premium wealth management services to our high net worth clients.

Key Responsibilities
  1. Client Relationship Management
  • Develop and maintain strong relationships with high net worth clients and their advisors.
  • Provide customized, needs-driven solutions to clients, leveraging our full suite of wealth management products and services.
Estate Planning Services
  • Deliver estate planning services and other estate and trust solutions to high net worth clients.
  • Partner with Scotiabank and Scotia Wealth Management advisors to meet with clients and prospects, creating a positive experience for the client and the advisor.
Risk Management
  • Play a key role in risk management by ensuring that actions and behaviors drive a positive client experience while operating within relevant policies and guidelines.
Team Collaboration
  • Contribute to the effective functioning of the team by building effective working relationships with various business lines and corporate function contacts.
  • Coach and mentor Associate Estate and Trust Specialists.
  • Facilitate a culture of open and honest communication.
Client Advocacy
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Operational Excellence
  • Create an environment in which the team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's values, its Code of Conduct, and the Global Sales Principles.
  • Ensure the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/AFT/sanctions, and conduct risk.
Leadership and Development
  • Champion a high-performance environment and contribute to an inclusive work environment.
Requirements
  1. Background and Experience
  • Background and experience in estate, trust, or financial planning, with a minimum of 3 years of wealth planning experience.
Technical Knowledge
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies, including insurance, tax, family and charity law, and business succession.
Education and Certifications
  • University degree in law, an asset.
  • Lawyer or notary with experience in wills and estate planning, an asset.
  • Membership of the Society of Trust and Estate Practitioners (STEP), Trust and Estate Practitioner (TEP) designation, an asset.
Language Proficiency
  • Fluency in English and French, with the ability to communicate in both languages.

Location

Scotiabank is a leading bank in the Americas, with a presence in Canada and other countries. We are committed to creating and maintaining an inclusive and accessible environment for everyone.