Estate Planning Specialist

1 month 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.
  • Develop and strengthen relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities.
  • 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.
  • Ensure 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.
Requirements
  • Background and experience in estate, trust or financial planning, 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.
  • Proficiency in English and French, with the ability to communicate in both languages.
Location

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

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