Current jobs related to Estate and Trust Consultant Lead - Calgary, Alberta - Scotiabank
-
Estate and Trust Consultant Lead
1 month ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate and Trust Consultant Lead to join our team at Scotiabank. As a key member of our organization, you will be responsible for leading the delivery of estate and trust solutions across our region, driving business development and client onboarding, and providing guidance and coaching to our...
-
Estate and Trust Consultant Lead
1 month ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate and Trust Consultant Lead to join our team at Scotiabank. As a key member of our organization, you will be responsible for leading the delivery of estate and trust solutions across our region, driving business development and client onboarding, and providing guidance and coaching to our...
-
Estate and Trust Consultant Lead
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAre you a seasoned professional looking to take on a leadership role in the field of estate and trust consulting?As the Practice Lead, Estate and Trust Consultant, you will be responsible for driving the success of Scotiatrust Estate and Trust Consultants (ETCs) across your region. You will provide guidance, coaching, and sales management support to the ETC...
-
Estate and Trust Consultant Lead
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAre you a seasoned professional looking for a challenging role in wealth planning?As the Estate and Trust Consultant Lead, you will be responsible for leading a team of experts in delivering estate and trust solutions to high net worth clients. Your key responsibilities will include:Providing leadership and guidance to the team to ensure effective delivery...
-
Estate and Trust Consultant Lead
1 month ago
Calgary, Alberta, Canada Scotiabank Full timeJob SummaryAs 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. This role requires strong leadership and business development skills to guide the ETC team in achieving strong business results and delivering...
-
Estate and Trust Consultant Lead
1 month ago
Calgary, Alberta, Canada Scotiabank Full timeJob SummaryAs 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. This role requires strong leadership and business development skills to guide the ETC team in achieving strong business results and delivering...
-
Estate and Trust Consultant Lead
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate and Trust Consultant Lead to join our team at Scotiabank. As a key member of our organization, you will be responsible for leading the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region.Key ResponsibilitiesProvide leadership and...
-
Estate and Trust Consultant Lead
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeJob SummaryAs 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...
-
Estate and Trust Consultant Lead
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeJob SummaryAs 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...
-
Estate and Trust Consultant Practice Lead
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timePractice Lead, Estate and Trust ConsultantAs a key member of the Scotiabank team, you will be responsible for leading the effective delivery of solutions offered by Estate and Trust Consultants (ETCs) across their region. This role requires strong leadership and management skills, as well as the ability to provide guidance, coaching, and sales management...
-
Estate and Trust Consultant Practice Lead
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAs the Practice Lead, Estate and Trust Consultant, you will be responsible for the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region. This role requires leadership around business development and client onboarding, providing guidance, coaching, and sales management support to the region's ETC team....
-
Estate and Trust Consultant Leader
4 days ago
Calgary, Alberta, Canada Scotiabank Full timePractice Lead, Estate and Trust ConsultantAs the Practice Lead, Estate and Trust Consultant, you will be responsible for the effective delivery of solutions offered by ScotiaTrust Estate and Trust Consultants across their region. This involves providing leadership around business development and client onboarding, offering guidance, coaching, and sales...
-
Estate and Trust Consultant Practice Lead
7 days ago
Calgary, Alberta, Canada Scotiabank Full timeAbout This RolePractice Lead, Estate and Trust ConsultantThis leadership position is accountable for the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region. The successful candidate will provide leadership around business development and client onboarding, guiding, coaching, and sales management...
-
Will and Estate Consultant
4 weeks ago
Calgary, Alberta, Canada Royal Trust Corporation of Canada Full timeJob OpportunityAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, ensuring seamless coordination with their tax and legal professionals. This collaborative approach enables RBC advisors to deliver integrated wealth management solutions to clients,...
-
Estate and Trust Specialist
2 months ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing clients with premium wealth management experiences.Key ResponsibilitiesDeliver estate planning services and other estate and trust solutions to High Net Worth (HNW) and...
-
Estate and Trust Specialist
2 months ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing clients with premium wealth management experiences.Key ResponsibilitiesDeliver estate planning services and other estate and trust solutions to High Net Worth (HNW) and...
-
Estate and Trust Specialist
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will provide clients with a premium wealth management experience by delivering customized, needs-driven solutions.Key ResponsibilitiesPartner with MD Management and Scotia Wealth Management partners to...
-
Technical Estate and Trust Consultant
4 weeks ago
Calgary, Alberta, Canada Scotiabank Full timePractice Lead, Estate and Trust ServicesAs a key member of our team, you will be responsible for leading the delivery of estate and trust services across Western Canada. Your expertise will be instrumental in driving business growth and developing strong relationships with clients and partners.Key Responsibilities:Provide leadership and guidance to the...
-
Estate and Trust Consultant Leadership Position
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleThe Practice Lead, Estate and Trust Consultant, will be responsible for leading the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region. This includes providing leadership around business development and client onboarding, as well as guiding, coaching, and sales management support to...
-
Estate and Trust Specialist
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our team, you will provide clients with a premium wealth management experience by delivering estate planning services and other estate and trust solutions to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients.Key...
Estate and Trust Consultant Lead
2 months ago
We are seeking a highly skilled and experienced Estate and Trust Consultant Lead to join our team at Scotiabank. As a key member of our organization, you will be responsible for leading the effective delivery of estate and trust solutions across our region, driving business development and client onboarding, and providing guidance and coaching to our team members.
Key Responsibilities- Lead the ETC team in the region, providing day-to-day management and ensuring they have the necessary tools and support to succeed.
- Deliver ongoing coaching and sales management to support ETCs in driving strong business results and supporting 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 adequate and effective support is 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.
- Offer guidance and technical support in the delivery of estate planning expertise and the development of recommendations.
- 5 years of industry experience
- STI, MTI or TEP designation/diploma
- 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
- Strong influencing and communication skills
Scotiabank is a leading financial institution with a strong presence in Canada and around the world. We are committed to providing our customers with exceptional service and innovative solutions to meet their financial needs.
