Practice Lead, Estate and Trust Consultant

6 days ago

Edmonton, Alberta, Canada Scotiabank Full time
Job Summary

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 Estate and Trust Services team, you will be responsible for leading the effective delivery of solutions to our clients across Western Canada.

Key Responsibilities
  • Provide leadership and day-to-day management of Estate and Trust Consultants in the region, ensuring they have the necessary tools and support to be successful.
  • Deliver ongoing coaching and sales management to support Estate and Trust Consultants' 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.
  • 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.
Requirements
  • Law degree or member in good standing of Canadian law society would be an asset.
  • In-depth experience dealing with High Net Worth (HNW) 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.
About Scotiabank

Scotiabank is a leading financial institution that helps our customers, their families, and their communities achieve success through a broad range of advice, products, and services. We are committed to building a diverse and inclusive workplace that reflects the communities we serve.

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