Estate Planning Specialist

3 weeks ago

Calgary, Alberta, Canada Scotiabank Full time

As a key member of our team, you will play a crucial role in delivering Scotiabank's estate planning services and other estate and trust solutions to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Your primary responsibility will be to partner with MD Management and Scotia Wealth Management partners to meet with HNW and UHNW clients and prospects, creating a positive experience for the client and the partner. You will add value by providing estate and trust solutions, preparing high-level estate plans, and highlighting appropriate, needs-based estate planning strategies and solutions as well as other wealth opportunities.

Key Responsibilities:
  • Develop and strengthen relationships and build new relationships with clients, partners, centres of influence, networking, and other business development opportunities.
  • Play a key risk management role by being 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 the effective functioning of the team by building effective working relationships with various business lines and corporate function contacts, coaching and mentoring Associate Estate & Trust Consultants, and facilitating a culture of open and honest communication.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Create an environment in which the team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/AFT/sanctions, and conduct risk.
  • Champion a high-performance environment and contribute to an inclusive work environment.

Requirements:

  • Background and experience in estate, trust, or financial planning, with 3 years of 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 or accounting, an asset.
  • Lawyer, notary, or CPA with experience in trust, 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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