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Wealth Transition Advisor

3 months ago

Ottawa, Ontario, Canada Scotiabank Full time

Position Overview:
The Wealth Transition Advisor plays a crucial role within the Advanced Planning and Services division, specifically tailored for clients in the agricultural sector.

Key Responsibilities:
The advisor is tasked with delivering a comprehensive wealth management strategy and advisory services to Ultra High Net Worth (UHNW) individuals and business proprietors.

  • Conducting in-depth consultations with clients and their relationship managers to uncover opportunities related to business and wealth transitions.
  • Leading the discovery process to ascertain objectives concerning business succession, financial security, and legacy planning.
  • Performing a high-level evaluation of the client's current situation, which may involve reviewing essential personal and corporate documents.
  • Where necessary, engaging in detailed analysis and discussions with external professionals to ensure cohesive planning, identifying both immediate and long-term opportunities.
  • Preparing alternative strategies and scenarios utilizing advanced planning tools.
  • Proactively communicating about UHNW planning and business transition services available through Scotiabank.
  • Collaborating with local sales management to raise awareness and identify potential clients for wealth transition services.

Building Relationships:
Establishing strong local connections to enhance the wealth transition offering by:

  • Gaining a comprehensive understanding of Scotiabank's Team of Experts and fostering relationships with local partners.
  • Engaging with external specialists as part of the advanced planning process, including tax advisors, business consultants, and legal experts.

Professional Development:
Contributing to the enhancement of the wealth transition service by:

  • Assisting in the development and refinement of processes and tools.
  • Participating in team learning initiatives and performance improvement activities.
  • Building effective working relationships across various business lines and corporate functions.

Qualifications:
Applicants should possess:

  • A strong background in agriculture, with a deep understanding of the farming landscape.
  • A minimum of ten years of experience in delivering advanced planning solutions or consulting for business owners in the agricultural sector.
  • An accredited financial planning designation (CFP, RFP, PFP, or equivalent).
  • A Life Insurance license.

Commitment to Inclusion:
Scotiabank is dedicated to fostering an inclusive environment. If you require accommodations during the recruitment process, please inform our Recruitment team.