Estate and Trust Specialist

3 weeks ago

Calgary, Alberta, Canada Scotiabank Full time

About the Role

We 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 Responsibilities

  • 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.
  • 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.
  • Contribute to the effective functioning of the team by building effective working relationships with various business lines and corporate function contacts.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Requirements

  • 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 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.

About Scotiabank

Scotiabank is a leading bank in the Americas. 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.

What We Offer

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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.

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