Estate and Trust Solutions Specialist
2 weeks ago
Scotiabank is a leading financial institution committed to delivering exceptional client experiences. Our team of experts provides innovative solutions to help clients achieve their financial goals.
Job SummaryWe are seeking an experienced Estate and Trust Consultant to join our team. The successful candidate will work closely with our advisors to deliver estate planning services and other trust solutions to high net worth clients.
Key Responsibilities:- Partner with Scotia Wealth Management advisors to meet with clients and prospects, creating a positive experience for both parties.
- Develop and strengthen relationships with clients, partners, and centres of influence through effective networking and business development opportunities.
- Play a key risk management role by ensuring that actions and behaviors drive a positive client experience while operating within relevant 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 to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Create an environment where the team pursues effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles.
- Background and experience in estate, trust, or financial planning, with 3 years 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 such as insurance, tax, family and charity law, and business succession.
- University degree in law is an asset.
- Lawyer or notary with experience in wills and estate planning is an asset.
- Membership of the Society of Trust and Estate Practitioners (STEP) or Trust and Estate Practitioner (TEP) designation is an asset.
The successful candidate may reside in Ottawa, Montreal, Halifax, or Moncton.
Salary Range$120,000 - $180,000 per year, depending on location and experience.
-
Estate and Trust Specialist
1 month ago
Halifax, Nova Scotia, Canada Scotiabank Full timeRole SummaryAs a key member of the Scotiabank 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) Scotia Wealth Management clients.Key Responsibilities- Partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients...
-
Estate and Trust Consultant
1 month ago
Halifax, Nova Scotia, Canada Scotiabank Full timeKey ResponsibilitiesAs a Scotiabank Estate and Trust Consultant, you will be responsible for delivering high-quality estate planning services and solutions to High Net Worth (HNW) Scotia Wealth Management clients. This will involve partnering with Scotiabank and Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive...
-
Estate Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAs an Estate Planning Specialist at Scotiabank, you will play a key role in delivering high-quality estate planning services to our High Net Worth (HNW) clients. Your primary responsibility will be to partner with our advisors to meet with HNW clients and prospects, creating a positive experience for both parties. You will add value by providing estate and...
-
Estate Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAre you a seasoned professional looking to leverage your expertise in estate planning and wealth management?In this role, you will be responsible for delivering high-quality estate planning services and solutions to our High Net Worth (HNW) clients. This will involve partnering with our advisors to meet with clients and prospects, creating a positive...
-
Estate Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Scotiabank Full timeRole Overview:The Estate and Trust Consultant role at Scotiabank is a key position that requires an individual with expertise in estate planning, trust solutions, and wealth management.About the Job:This role involves delivering high-quality estate planning services to High Net Worth (HNW) Scotia Wealth Management clients. Key responsibilities include...
-
Estate Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAs an Estate Planning Specialist at Scotiabank, you will play a key role in delivering estate planning services and solutions to High Net Worth (HNW) clients. Your primary responsibility will be to partner with Scotiabank advisors to meet with HNW clients and prospects, creating a positive experience for both parties. You will also be responsible for...
-
Financial Planning Specialist
1 month ago
Halifax, Nova Scotia, Canada Royal Trust Corporation of Canada Full timeJob Opportunity:As a Financial Planning Specialist at Royal Trust Corporation of Canada, you will play a crucial role in delivering customized financial plans to High Net Worth clients. Your expertise will help advisors provide expert knowledge on complex financial strategies, including tax planning, investment management, and estate planning.Key...
-
Estate Planning Legal Specialist
1 week ago
Halifax, Nova Scotia, Canada Cox & Palmer Full timeAbout Cox & PalmerCox & Palmer is a full-service law firm with extensive knowledge and experience in various practice areas, offering reliable legal solutions to clients. Our Halifax office seeks an Estate Planning Legal Specialist to be part of our team.We strive for equity, diversity, and inclusion by welcoming applications from individuals with diverse...
-
Real Estate Expert Solution Manager
2 weeks ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeImmerse yourself in a global real estate and asset management teamMUFG Investor Services, part of the esteemed Mitsubishi UFJ Financial Group, is seeking a seasoned professional to lead our Real Estate support team. With over 480 global partners, we provide administration, asset services, banking, and fund financing solutions that set us apart.As an...
-
Financial Solutions Specialist
3 weeks ago
Halifax, Nova Scotia, Canada CMHC Full timeAbout the RoleCMHC seeks a skilled Financial Solutions Specialist to join our team in the Affordable Housing Fund or Canada Greener Affordable Housing fund teams or the Apartment Construction Loan Program.As a Financial Solutions Specialist, you will apply sound judgement and decision-making practices based on complex financial analysis while making...
-
Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans...
-
Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a Bachelor's degree and at least 2 years...
-
Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and identify their...
-
Senior Financial Planning Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob SummaryWe are seeking a skilled Senior Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a key member of our financial services department, you will be responsible for providing expert advice on trust account investments and developing personalized financial plans for clients.About the RoleSalary: $85,000 -...
-
Administrative Support Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Pleasant Street Real Estate Incorporated Full timePleasant Street Real Estate Incorporated is seeking an experienced Administrative Support Specialist to join our team. As an Administrative Support Specialist, you will be responsible for providing administrative support to our office, including implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to...
-
Administrative Support Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Pleasant Street Real Estate Incorporated Full timePleasant Street Real Estate Incorporated is seeking an experienced Administrative Support Specialist to join our team. As an Administrative Support Specialist, you will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to office support staff. You will also establish work...
-
Lawyer - Estates and Wills Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Cox & Palmer Full timeRole OverviewCox & Palmer, a top-ranked Atlantic Canadian law firm, is seeking a skilled Staff Lawyer to join our Wills and Estates team in Halifax.Key ResponsibilitiesEstate Planning: Provide expert legal guidance and advice on estate planning matters, including wills, powers of attorney, and personal directives.Probate and Estate Administration: Offer...
-
Commissioner of Oaths Specialist
1 week ago
Halifax, Nova Scotia, Canada FCT Full timeOverviewFCT is a leading provider of title insurance, default solutions, and real estate-related products and services to professionals across Canada. As a Commissioner of Oaths Specialist, you will play a crucial role in supporting our customers and contributing to the company's success.
-
Senior Real Estate Operations Manager
4 weeks ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob SummaryWe are seeking a highly skilled Senior Real Estate Operations Manager to join our team at MUFG Investor Services. As a key member of our Global Real Assets Support team, you will be responsible for providing day-to-day support for Real Estate and Real Asset products, including Yardi and other applications utilized by our internal and external...
-
Residential Maintenance Specialist
1 week ago
Halifax, Nova Scotia, Canada Killam Apartment REIT Full timeKillam Apartment REIT, a leading Canadian residential real estate investment trust based in Halifax, Nova Scotia, is seeking a skilled Residential Maintenance Specialist to join its team.The ideal candidate will have 3-5 years of experience in maintenance and repair, with expertise in plumbing, electrical, and carpentry. They will be responsible for...