Executive Wealth Planning Strategist

5 days ago


Calgary, Alberta, Canada Scotiabank Full time

At Scotiabank, we are seeking a highly skilled Executive Wealth Planning Strategist to join our team in Western Canada.

About the Role

This is an exciting opportunity for a seasoned professional with experience in estate and trust consulting to lead the delivery of high-quality solutions across our region.

You will be accountable for business development, client onboarding, and sales management support, ensuring that our ETCs have the necessary tools and resources to drive strong business results.

Key Responsibilities
  1. Leadership and Management
  • Recruit, onboard, and develop team members to ensure they have the necessary skills to succeed;
  • Deliver ongoing coaching and sales management to support ETCs' ability to drive strong business results;
  • Ensure that ETCs leverage available tools and resources, follow policies and procedures, and implement solutions that meet client needs;
  • Coordinate with the Regional Admin Lead to ensure adequate support is provided to ETCs by 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 estate planning expertise and recommendations.

 



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