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Estate Planning Specialist

2 months ago

Calgary, Alberta, Canada Scotiabank Full time
Job Title: Estate and Trust Consultant

Are you a seasoned professional with a passion for estate planning and trust management? Do you have a knack for building strong relationships with high net worth clients and their advisors? We're seeking an experienced Estate and Trust Consultant to join our team at Scotiabank.

Key Responsibilities:
  • Partner with MD Management and Scotia Wealth Management partners to deliver estate planning services and other estate and trust solutions to high net worth clients.
  • Develop and strengthen relationships with clients, partners, and centres of influence through effective communication and business development strategies.
  • Play a key risk management role by ensuring that actions and behaviours drive a positive client experience while operating within relevant policies and guidelines.
  • Contribute to the effective functioning of the team by building effective working relationships, coaching and mentoring, and facilitating open and honest communication.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Create an environment that fosters effective and efficient operations, adhering to Scotiabank's Values, Code of Conduct, and Global Sales Principles.
Requirements:
  • Background and experience in estate, trust, or financial planning, with a minimum of 3 years wealth planning experience.
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies, including insurance, tax, family, and charity law, and business succession.
  • University degree in law or accounting, an asset.
  • Lawyer, notary, or CPA with experience in trust, wills, and estate planning, an asset.
  • Membership of the Society of Trust and Estate Practitioners (STEP), Trust and Estate Practitioner (TEP) designation, an asset.

We're looking for a professional who is passionate about delivering exceptional client experiences and building strong relationships. If you have a strong background in estate planning and trust management, and a proven track record of success in a similar role, we'd love to hear from you.