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Estate and Trust Specialist

2 months ago

Halifax, Nova Scotia, Canada Scotiabank Full time

About the Role

This is an exciting opportunity to join Scotiabank as an Estate and Trust Consultant, where you will play a key role in delivering estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients.

Key Responsibilities

  • Partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor, and adding value by providing estate and trust solutions.
  • Develop and strengthen relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities.
  • Play a key risk management role by being responsible and accountable for always doing the right thing for clients and ensuring that actions and behaviours drive a positive client experience while operating within the relevant policies and guidelines established for the role.
  • Contribute to the effective functioning of the team by building effective working relationships with various business lines and corporate function contacts, coaching and mentoring Associate Estate & Trust Consultants, and facilitating a culture of open and honest communication.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • 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, ensuring 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.
  • Champion a high-performance environment and contribute to an inclusive work environment.

Requirements

  • Background and experience in estate, trust or financial planning, with a minimum of 3 years wealth planning experience.
  • In-depth experience dealing with HNW clients and their advisors.
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies such as insurance, tax, family and charity law, and business succession.
  • 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.
  • Fluency in English and French is required for candidates residing in Quebec, and English is the primary language for serving clients.

Location

The successful candidate may reside in Ottawa, Montreal, Halifax, or Moncton.