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Estate and Trust Consultant Leader

2 months ago

Edmonton, Alberta, Canada Scotiabank Full time
Practice Lead, Estate and Trust Consultant - Western Canada

As the Practice Lead, Estate and Trust Consultant, 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 region's ETC team, enabling them to achieve strong business results and deliver exceptional service to partners and clients.

Key Responsibilities:
  • Recruit, onboard, and develop team members to ensure they have the necessary tools and support to be successful.
  • Deliver ongoing coaching and sales management to support ETCs' ability to drive strong business results and support their business partners.
  • Ensure ETCs 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 ETCs 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.

You will also be responsible for:

  • Determining new business goals for both immediate fees and legacy appointments and driving the efforts to achieve those objectives.
  • Leading the ETCs through an annual business planning exercise so they each have targeted activities to undertake in support of achieving their objectives and maximizing their results.
  • Ensuring that prospective clients in the Will Bank are being proactively contacted and that any estate planning needs are being properly addressed.
  • Coordinating with the Regional Director and Market Leads in building the annual profit plan, including projected expenses for ETCs.

Additionally, you will:

  • 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 COIs to facilitate two-way referrals and supporting ETCs in doing the same.
  • Provide subject matter expertise in support of business development by understanding how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.

You will create an environment in which your team pursues effective and efficient operations of their respective areas, 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.

You will also build a high-performance environment and implement a people strategy that attracts, retains, develops and motivates your team by fostering an inclusive work environment and using a coaching mindset and behaviours; and, managing succession and development planning for the team.

Requirements:

  • Law degree or member in good standing of Canadian law society would be an asset.
  • In-depth experience dealing with 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.

Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.