Estate and Trust Specialist

1 month ago

Calgary, Alberta, Canada Scotiabank Full time
Job Summary

As an Estate and Trust Consultant at Scotiabank, you will play a key role in delivering estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients. You will partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor. Your expertise will be essential in providing estate and trust solutions by 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 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 their 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, which 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 contributes to an inclusive work environment.
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, 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.

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