Estate Planning Specialist

1 month ago


Calgary, Alberta, Canada Scotiabank Full time
Job Title: Estate and Trust Consultant

Are you a seasoned professional with a passion for estate planning and trust management? Do you have a knack for building strong relationships with high net worth clients and their advisors? We're seeking an experienced Estate and Trust Consultant to join our team at Scotiabank.

Key Responsibilities:
  • Deliver exceptional estate planning services and trust solutions to our high net worth clients, working closely with Scotiabank and Scotia Wealth Management advisors to create a positive experience for both the client and the advisor.
  • Develop and strengthen relationships with clients, partners, and centres of influence, identifying new business development opportunities and driving growth.
  • Play a key role in risk management, ensuring that all actions and behaviors align with Scotiabank's policies and guidelines, and driving a positive client experience.
  • Contribute to the effective functioning of the team, building strong working relationships with various business lines and corporate function contacts, and coaching and mentoring junior team members.
  • Champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships, systems, and knowledge.
  • Lead by example, creating an environment where the team pursues effective and efficient operations, adhering to Scotiabank's Values, Code of Conduct, and Global Sales Principles.
Requirements:
  • Background and experience in estate, trust, or financial planning, with a minimum of 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, including 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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