Estate and Trust Consultant Lead

4 weeks ago

Calgary, Alberta, Canada Scotiabank Full time
Job Summary

As the Practice Lead for Estate and Trust Services, you will be responsible for driving the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region. You will provide leadership and guidance to the ETC team, enabling them to achieve strong business results and deliver exceptional service to partners and clients.

Key Responsibilities
  • Provide leadership and day-to-day management of ETCs in the region by recruiting, onboarding, and developing team members, delivering ongoing coaching and sales management, and ensuring they have the necessary tools and support to be successful.
  • Contribute to the development and execution of the region's strategic and annual business plans by determining new business goals, leading the ETCs through an annual business planning exercise, and partnering with other ETC Practice Leads to share best practices and ideas.
  • Lead the efforts to deepen advisor engagement and strengthen partnerships in the region by connecting regularly with local leaders, promoting ETCs and Scotiatrust solutions, and developing and maintaining a strong network of Centres of Influence.
  • Provide subject matter expertise in support of business development by delivering presentations, acting as a sounding board for ETCs and others in the region, and participating in client meetings to discuss the relevance of Scotiatrust solutions.
  • Lead and drive a customer-focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Requirements
  • 5 years of industry experience
  • STI, MTI, or TEP designation/diploma
  • 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)
  • Strong influencing and communication skills

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