Current jobs related to Wealth Management Estate - Vancouver, British Columbia - Scotiabank
-
Wealth Management Professional
2 months ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...
-
Wealth Management Professional
2 months ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Management Professional to join our team of experienced financial advisors. As a key member of our team, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesDevelop and manage new and existing client...
-
Wealth Management Professional
2 months ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Management Professional to join our team of experienced financial advisors. As a key member of our team, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesDevelop and manage new and existing client...
-
Wealth Management Specialist
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleAt Nicola Wealth, we're seeking a highly motivated and experienced Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients, leveraging our business model to deliver exceptional results.Key ResponsibilitiesDevelop and manage new and existing client...
-
Estate Administrator
3 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled Estates Administrator to join our Operations team. As a key member of our team, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts.Key ResponsibilitiesPerform estates settlements, journal processing, and issuance of tax documents for estates accounts, meeting...
-
Estate Administrator
3 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled Estates Administrator to join our Operations team. As a key member of our team, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts.Key ResponsibilitiesPerform estates settlements, journal processing, and issuance of tax documents for estates accounts, meeting...
-
Wealth Management Professional
1 month ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola Wealth.Deliver an impeccable...
-
Wealth Management Professional
1 month ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola Wealth.Deliver an impeccable...
-
Estate Administrator
2 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and detail-oriented Estates Administrator to join our Operations team. As a key member of our team, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts.Key ResponsibilitiesPerform estates settlements, journal processing, and issuance of tax documents for estates...
-
Senior Financial Analyst, Real Estate Finance Expert
2 months ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is a leading wealth management firm that values sophistication, diversity, and exceptional performance. As a Senior Financial Analyst, Real Estate Finance, you will play a key role in our Real Estate Finance Team, working on various aspects of our Real Estate portfolios.Key ResponsibilitiesDevelop and maintain our...
-
Senior Financial Analyst, Real Estate Finance Expert
2 months ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is a leading wealth management firm that values sophistication, diversity, and exceptional performance. As a Senior Financial Analyst, Real Estate Finance, you will play a key role in our Real Estate Finance Team, working on various aspects of our Real Estate portfolios.Key ResponsibilitiesDevelop and maintain our...
-
Will and Estate Consultant
3 weeks ago
Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced Will and Estate Consultant to join our Wealth Management team at Royal Trust Corporation of Canada. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, implementing comprehensive wealth management strategies in coordination with...
-
Will and Estate Consultant
3 weeks ago
Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced Will and Estate Consultant to join our Wealth Management team at Royal Trust Corporation of Canada. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, implementing comprehensive wealth management strategies in coordination with...
-
Vancouver, British Columbia, Canada Nicola Wealth Full timeWe are seeking a highly skilled Senior Financial Analyst to join our Real Estate Finance team at Nicola Wealth. As a key member of our team, you will play a critical role in driving business growth and success through financial analysis, planning, and decision-making.Key Responsibilities:Develop and maintain financial models and reports to support business...
-
Vancouver, British Columbia, Canada Nicola Wealth Full timeWe are seeking a highly skilled Senior Financial Analyst to join our Real Estate Finance team at Nicola Wealth. As a key member of our team, you will play a critical role in driving business growth and success through financial analysis, planning, and decision-making.Key Responsibilities:Develop and maintain financial models and reports to support business...
-
Vancouver, British Columbia, Canada Nicola Wealth Full timeWe are seeking a highly skilled Senior Financial Analyst to join our Real Estate Finance team at Nicola Wealth. As a key member of our team, you will play a critical role in driving business growth and success.Key Responsibilities:Develop and maintain financial models and reports to support business decisionsPerform financial analysis and due diligence on...
-
Vancouver, British Columbia, Canada Nicola Wealth Full timeWe are seeking a highly skilled Senior Financial Analyst to join our Real Estate Finance team at Nicola Wealth. As a key member of our team, you will play a critical role in driving business growth and success.Key Responsibilities:Develop and maintain financial models and reports to support business decisionsPerform financial analysis and due diligence on...
-
Vancouver, British Columbia, Canada Nicola Wealth Full timeSenior Financial Analyst, Real Estate FinanceWe are seeking a highly skilled Senior Financial Analyst to join our Real Estate Finance team at Nicola Wealth. As a key member of our team, you will play a critical role in driving business growth and success.Key Responsibilities:Develop and maintain financial models and reports to support business...
-
Vancouver, British Columbia, Canada Nicola Wealth Full timeSenior Financial Analyst, Real Estate FinanceWe are seeking a highly skilled Senior Financial Analyst to join our Real Estate Finance team at Nicola Wealth. As a key member of our team, you will play a critical role in driving business growth and success.Key Responsibilities:Develop and maintain financial models and reports to support business...
-
Vancouver, British Columbia, Canada Nicola Wealth Full timeWe are seeking a highly skilled Senior Financial Analyst to join our Real Estate Finance team at Nicola Wealth. As a key member of our team, you will play a critical role in driving business growth and success through financial analysis, planning, and decision-making.Key Responsibilities:Develop and maintain financial models and reports to support business...
Wealth Management Estate
2 months ago
Requisition ID: 202621
At Scotiatrust, we are dedicated to fostering a winning culture that emphasizes inclusivity and high performance. As a Scotiatrust Estate & Trust Consultant, you will play a pivotal role in delivering exceptional wealth management services to our clients.
Key Responsibilities:
- Provide comprehensive estate planning services and tailored estate and trust solutions to High Net Worth (HNW) clients within Scotia Wealth Management by:
- Collaborating with Scotiabank and Scotia Wealth Management advisors to engage with HNW clients and prospects, ensuring a positive experience and adding value through customized estate and trust solutions.
- Building and nurturing relationships with clients, partners, and centers of influence to explore new business development opportunities.
- Ensure effective risk management by consistently prioritizing client interests and maintaining adherence to established policies and guidelines.
- Enhance team effectiveness by fostering strong working relationships across various business lines, mentoring Associate Estate & Trust Consultants, and promoting open communication.
- Champion a client-centric culture that deepens relationships and leverages broader bank resources and expertise.
- Foster an environment focused on operational efficiency while adhering to Scotiabank's Values, Code of Conduct, and Global Sales Principles, ensuring compliance with operational and conduct risk obligations.
- Contribute to a high-performance and inclusive workplace culture.
Qualifications:
- Proficiency in Mandarin (both spoken and written) and experience with Asian clientele is advantageous.
- A background in estate, trust, or financial planning with a minimum of 3 years in wealth planning.
- Extensive experience working with HNW clients and their advisors.
- Strong knowledge of wealth and estate planning strategies, including insurance, tax, family and charity law, and business succession.
- A university degree in law is preferred.
- Legal qualifications such as a lawyer or notary with experience in wills and estate planning are beneficial.
- Membership in the Society of Trust and Estate Practitioners (STEP) or possession of a Trust and Estate Practitioner (TEP) designation is a plus.
Scotiabank is a leading financial institution in the Americas, committed to helping our customers, their families, and communities achieve success through a wide range of financial services. We value the unique skills and experiences each individual brings and are dedicated to maintaining an inclusive and accessible environment for all.
