Wealth Management Consultant

6 days ago

Vancouver, British Columbia, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled Estate & Trust Specialist to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing clients with a premium wealth management experience.

Key Responsibilities

  • Deliver Estate Planning Services
    • Partner with Scotiabank & Scotia Wealth Management advisors to meet with High Net Worth (HNW) clients and prospects, creating a positive experience for the client and the advisor.
    • Develop and strengthen relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities.
  • Play Key Risk Management Role
    • Be responsible and accountable for always doing the right thing for clients and ensuring that actions and behaviours drive a positive client experience while operating within the relevant policies and guidelines established for the role.
  • Contribute to Team Functioning
    • Build effective working relationships with various business lines and corporate function contacts.
    • Coach and mentor Associate Estate & Trust Specialists.
    • Facilitate a culture of open and honest communication.
  • Champion Customer Focused Culture
    • Deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Create High Performance Environment
    • Contribute to an inclusive work environment.

Requirements

  • Proficiency in Mandarin (spoken & written) & experience with Asian clientele (not required but would be an asset).
  • Background and experience in estate, trust or financial planning, 3 years wealth planning experience.
  • In-depth experience dealing with HNW clients and their advisors.
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies such as insurance, tax, family and charity law, and business succession.
  • University degree in law, an asset.
  • Lawyer or notary with experience in wills and estate planning, an asset.
  • Membership of the Society of Trust and Estate Practitioners (STEP), Trust and Estate Practitioner (TEP) designation, an asset.

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