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Practice Lead, Estate and Trust Consultant
2 months ago
We are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team at Scotiabank. As a key member of our Wealth Management group, you will be responsible for leading the effective delivery of estate and trust solutions across Western Canada.
Key Responsibilities- Leadership and Management
- Recruit, onboard, and develop a team of Estate and Trust Consultants to ensure they have the necessary tools and support to succeed.
- Deliver ongoing coaching and sales management to support the team's ability to drive strong business results and support their business partners.
- Ensure that Estate and Trust Consultants are leveraging available tools and resources, following policies and procedures, and implementing solutions that are appropriate.
- Coordinate with the Regional Admin Lead to ensure there is adequate and effective support being provided to Estate and Trust Consultants by the Regional Estate & Trust Administrators (RETAs).
- Act as a first point of escalation for new business approvals and exceptions to pricing and other policies.
- Offer guidance and technical support in the delivery of estate planning expertise and the development of recommendations.
- Determine new business goals for both immediate fees and legacy appointments and drive the efforts to achieve those objectives.
- Lead the Estate and Trust Consultants through an annual business planning exercise so they each have targeted activities to undertake in support of achieving their objectives and maximizing their results.
- Ensure that prospective clients in the Will Bank are being proactively contacted and that any estate planning needs are being properly addressed.
- Coordinate with the Regional Director and Market Leads in building the annual profit plan, including projected expenses for Estate and Trust Consultants.
- Connect regularly with local leaders across Canadian Wealth Management to provide updates and seek input on how to partner more effectively and consistently.
- Develop and maintain a strong network of Centres of Influence to facilitate two-way referrals and support Estate and Trust Consultants in doing the same.
- Deliver presentations that raise awareness and provide education to both internal and external audiences.
- Understand how Scotiabank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Create an environment in which the team pursues effective and efficient operations, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.
- Build a high-performance environment and implement a people strategy that attracts, retains, develops, and motivates the team by fostering an inclusive work environment and using a coaching mindset and behaviors; and, managing succession and development planning for the team.
- 5 years of industry experience
- STI, MTI, or TEP designation/diploma
- Law degree or member in good standing of a Canadian law society would be an asset
- In-depth experience dealing with high net worth clients and their advisors
- Effective people management and leadership skills
- In-depth knowledge and technical proficiency related to wealth and estate planning strategies
- Thorough knowledge of the full Scotia Wealth product and service offering
- Working knowledge of the products and services offered by the Scotiabank Group of Companies (external to Scotia Wealth) to identify and refer clients as appropriate
- Strong influencing and communication skills
