Estate and Trust Consultant Leader

3 weeks ago

Canada Scotiabank Full time
Job Title: Practice Lead, Estate and Trust Consultant - Western Canada

As the Practice Lead, Estate and Trust Consultant, you will be accountable for the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region, providing leadership around business development and client onboarding. You will offer guidance, coaching, and sales management support to the region's 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, ensuring 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 that 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.
  • Offer guidance and technical support in the delivery of estate planning expertise and the development of recommendations.
Requirements:
  • 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.
Preferred Qualifications:
  • 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.

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role.

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