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Wealth Management Estate
2 months ago
Requisition ID: 202621
Become an integral part of a purpose-driven and high-achieving team, dedicated to delivering exceptional results within an inclusive culture.
As a Scotiatrust Estate & Trust Advisor, you will play a vital role in the Scotiatrust division, offering clients a premier wealth management experience. By adopting an innovative, team-oriented approach to wealth management, your focus will be on enhancing and fortifying client relationships through tailored, needs-based solutions, utilizing the comprehensive range of 'Total Wealth' products and services.
Key Responsibilities:
- Provide Scotiatrust's estate planning services and various estate and trust solutions to High Net Worth (HNW) clients within Scotia Wealth Management by:
- Collaborating with Scotiabank & Scotia Wealth Management advisors to engage with HNW clients and prospects, ensuring a positive experience for both clients and advisors by delivering estate and trust solutions, preparing comprehensive estate plans, and emphasizing appropriate, needs-based estate planning strategies and solutions alongside other wealth opportunities.
- Fostering and nurturing relationships while building new connections with clients, partners, centers of influence, and exploring other business development avenues.
- Assume a critical risk management role by ensuring that actions and behaviors consistently prioritize the client experience while adhering to established policies and guidelines.
- Contribute to the team’s effectiveness by: cultivating strong working relationships across various business lines and corporate functions, mentoring Associate Estate & Trust Consultants, and promoting a culture of transparent communication.
- Champion a client-centric culture to deepen relationships and leverage broader bank relationships, systems, and knowledge.
- Create an environment where the team pursues operational efficiency in alignment with Scotiabank's Values, Code of Conduct, and Global Sales Principles, ensuring the adequacy and effectiveness of daily business controls to meet operational, compliance, AML/AFT/sanctions, and conduct risk obligations.
- Promote a high-performance environment and contribute to an inclusive workplace.
Qualifications:
- Proficiency in Mandarin (spoken & written) and experience with Asian clientele is advantageous.
- A background in estate, trust, or financial planning with a minimum of 3 years in wealth planning.
- Extensive experience working with HNW clients and their advisors.
- Thorough knowledge and technical expertise in wealth and estate planning strategies, including insurance, tax, family and charity law, and business succession.
- A university degree in law is considered an asset.
- Experience as a lawyer or notary in wills and estate planning is beneficial.
- Membership in the Society of Trust and Estate Practitioners (STEP) or holding a Trust and Estate Practitioner (TEP) designation is a plus.
At Scotiabank, we value the unique skills and experiences that each individual brings to our organization and are committed to fostering an inclusive and accessible environment for all.
