Current jobs related to Estate and Trust Specialist - Ottawa, Ontario - Scotiabank

  • Estate Planning Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Estate Planning SpecialistJob Summary:We are seeking an experienced Estate Planning Specialist to join our team at Royal Trust Corporation of Canada. As an Estate Planning Specialist, you will be responsible for developing and presenting estate planning guides, providing inventory and record-keeping services, and creating and reviewing individual...

  • Estate Planning Specialist

    20 hours ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Company OverviewRoyal Trust Corporation of Canada is a leading provider of wealth management and estate planning services. Our team of experts is dedicated to helping individuals and families achieve their financial goals and protect their legacies.Job DescriptionWe are seeking an experienced Estate Planning Specialist to join our team in Ottawa. As an...

  • Estate Planning Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Opportunity: Estate Planning SpecialistAbout the Role:As an Estate Planning Specialist at Royal Trust Corporation of Canada, you will play a critical role in supporting clients through one of the most challenging times in their lives. Your expertise will be instrumental in guiding heirs and beneficiaries through estate plans, navigating family dynamics,...

  • Senior Trust and Estate Manager

    3 weeks ago

    Ottawa, Ontario, Canada BMO Financial Group Full time

    Job SummaryVentes et service, Gestion de patrimoineAs a Senior Trust and Estate Manager at BMO Financial Group, you will lead a team to provide high-quality administration, relationship management, and sales to Trust & Estate clients, delivering an exceptional client experience. You will provide leadership and technical expertise for all aspects of Trust &...

  • Estate Planning Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Opportunity:As a Will and Estate Advisor at Royal Trust Corporation of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will be instrumental in guiding heirs and beneficiaries through estate plans, navigating family dynamics, and developing strong relationships to provide...

  • Estate Planning Advisor

    4 weeks ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate AdvisorAbout the Role:As a Will and Estate Advisor at Royal Trust Corporation of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and develop strong relationships...

  • Estate Planning Advisor

    4 weeks ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate AdvisorAbout the Role:As a Will and Estate Advisor at Royal Trust Corporation of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and develop strong relationships...

  • Estate Planning Advisor

    2 weeks ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Opportunity:As a Will and Estate Advisor at Royal Trust Corporation of Canada, you will play a critical role in supporting clients during a challenging and emotional time in their lives. Your expertise will be instrumental in guiding heirs and beneficiaries through estate plans, navigating family dynamics, and developing strong relationships to provide...

  • Estate Planning Advisor

    1 month ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate AdvisorAbout the Role:We are seeking a highly skilled and experienced Will and Estate Advisor to join our team at Royal Trust Corporation of Canada. As a key member of our team, you will play a critical role in providing expert guidance and support to our clients during one of the most challenging times in their lives.Key...

  • Estate Planning Advisor

    1 month ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate AdvisorAbout the Role:We are seeking a highly skilled and experienced Will and Estate Advisor to join our team at Royal Trust Corporation of Canada. As a key member of our team, you will play a critical role in providing expert guidance and support to our clients during one of the most challenging times in their lives.Key...

  • Senior Trust and Estate Account Manager

    2 weeks ago

    Ottawa, Ontario, Canada BMO Financial Group Full time

    Job SummaryVentures et service, Gestion de patrimoineLeads a team to provide high-quality administration, relationship management, and sales to Trust & Estate clients to deliver an exceptional client experience. Provides leadership and technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Provides...

  • Real Estate Assistant

    2 weeks ago

    Ottawa, Ontario, Canada Hyams Real Estate Group Full time

    We are seeking a highly motivated and client-focused individual to join our team as a Showing Agent. As a Showing Agent, you will be responsible for showing properties to potential buyers, working with a supportive team, and gaining valuable real estate experience.Key Responsibilities:Show properties to potential buyers in a timely and professional...

  • Estate Planning Specialist

    2 days ago

    Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

    Key ResponsibilitiesDevelop and present comprehensive estate planning guides for agents, groups, and individuals, educating them on relevant subtleties.Provide a process to take inventory, record estate assets, clarify individual planning goals, needs, and desired outcomes.Create, review, and periodically update individual estate plans, providing ongoing...

  • Regional Director, Trust

    4 weeks ago

    Ottawa, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and experienced Regional Director, Trust to lead our Trust and Estate team. As a key member of our leadership team, you will be responsible for providing strategic direction and oversight to our trust professionals, ensuring alignment with our business objectives.Key ResponsibilitiesLead a team of trust...

  • Regional Director, Trust

    4 weeks ago

    Ottawa, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and experienced Regional Director, Trust to lead our Trust and Estate team. As a key member of our leadership team, you will be responsible for providing strategic direction and oversight to our trust professionals, ensuring alignment with our business objectives.Key ResponsibilitiesLead a team of trust...

  • Regional Director, Trust

    1 month ago

    Ottawa, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and experienced Regional Director, Trust to lead our Trust and Estate team. As a key member of our leadership team, you will be responsible for providing strategic direction and oversight to our trust professionals, ensuring alignment with our business objectives.Key ResponsibilitiesLead a team of trust...

  • Regional Director, Trust

    1 month ago

    Ottawa, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and experienced Regional Director, Trust to lead our Trust and Estate team. As a key member of our leadership team, you will be responsible for providing strategic direction and oversight to our trust professionals, ensuring alignment with our business objectives.Key ResponsibilitiesLead a team of trust...

  • Estate Lawyer

    2 months ago

    Ottawa, Ontario, Canada Merovitz Potechin Llp Full time

    Wills and Estates Lawyer OpportunityMerovitz Potechin LLP is seeking a skilled Wills and Estates Lawyer to join our team. Our commitment to excellence is reflected in our values of teamwork, respect, integrity, caring, and professionalism.We believe in investing in people who share our commitment to practical legal advice and exceptional client service. The...

  • Estate Lawyer

    2 months ago

    Ottawa, Ontario, Canada Merovitz Potechin Llp Full time

    Wills and Estates Lawyer OpportunityMerovitz Potechin LLP is seeking a skilled Wills and Estates Lawyer to contribute to our growing team.About UsWe are an equal opportunity law office that values teamwork, respect, integrity, caring, and professionalism. Our commitment to safety and well-being is paramount.We believe in investing in people who share our...

  • Regional Director, Trust Services

    3 weeks ago

    Ottawa, Ontario, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a seasoned Trust and Estate Director to lead our team in providing exceptional administration, relationship management, and sales to our Trust and Estate clients. As a trusted advisor, you will provide leadership and technical expertise for all aspects of Trust and Estate account management and administration to ensure...

Estate and Trust Specialist

2 months ago

Ottawa, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Estate and Trust Specialist to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing premium wealth management services to our high net worth clients.

Key Responsibilities
  1. Deliver Estate Planning Services
  • Partner with Scotiabank advisors to meet with clients and prospects, creating a positive experience and adding value by providing estate and trust solutions.
  • Develop and strengthen relationships with clients, partners, and centres of influence through networking and business development opportunities.
Play a Key Risk Management Role
  • Be responsible and accountable for always doing the right thing for clients and ensuring a positive client experience while operating within relevant policies and guidelines.
Contribute to Team Effectiveness
  • 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 a Customer-Focused Culture
  • Deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Lead a High-Performance Environment
  • Create an environment where the team pursues effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles.
Requirements
  1. Background and Experience
  • Background and experience in estate, trust, or financial planning, with 3 years of wealth planning experience.
Technical Proficiency
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies, such as insurance, tax, family, and charity law, and business succession.
Education and Certifications
  • 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.
Language Requirements
  • Fluency in English, with the ability to communicate in French if residing in Quebec.
Location

The successful candidate may reside in either Ottawa, Montreal, Halifax, or Moncton.