Estate and Trust Consultant Leadership Position

3 weeks ago

Calgary, Alberta, Canada Scotiabank Full time

About the Role

The Practice Lead, Estate and Trust Consultant, will be responsible for leading the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region. This includes providing leadership around business development and client onboarding, as well as guiding, coaching, and sales management support to the region's ETC team.

Key Responsibilities

  • Recruit, onboard, and develop team members to ensure 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 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

  • 5 years of industry experience.
  • STI, MTI or TEP designation/diploma.
  • 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.
  • Strong influencing and communication skills.

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.

Why Join Us

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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