Estate Planning Specialist

3 weeks ago


Calgary, Alberta, Canada Scotiabank Full time

Are you a skilled professional looking to make a meaningful impact in the world of estate planning?

In this role, you will:

  • Partner with Scotiabank advisors to deliver estate planning services and solutions to High Net Worth clients, creating a positive experience for both parties.
  • Develop and strengthen relationships with clients, partners, and centres of influence, identifying opportunities for growth and expansion.
  • Play a key risk management role, ensuring that actions and behaviours drive a positive client experience while operating within Scotiabank's policies and guidelines.
  • Contribute to the effective functioning of the team by building effective working relationships, coaching and mentoring colleagues, and facilitating open communication.
  • Champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships, systems, and knowledge.
  • Create an environment that fosters effective and efficient operations, adhering to Scotiabank's Values, Code of Conduct, and Global Sales Principles.

Do you have the skills and experience to succeed in this role? We're looking for individuals with:

  • A background in estate, trust, or financial planning, with at least 3 years of wealth planning experience.
  • In-depth experience dealing with High Net Worth clients and their advisors.
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies, including insurance, tax, family, and charity law, and business succession.
  • A university degree in law, or a lawyer or notary with experience in wills and estate planning.
  • Membership of the Society of Trust and Estate Practitioners (STEP), or the Trust and Estate Practitioner (TEP) designation.


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