Estate & Trust Consultant - Vancouver

3 weeks ago

Vancouver, British Columbia, Canada Scotiabank Full time

Role Overview

As 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 and prospects, creating a positive experience for the client and the advisor.
  • Develop and strengthen relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities.
  • Play a 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.
  • 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.
  • Ensure 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.

Requirements

  • Proficiency in Mandarin (spoken & written) & experience with Asian clientele (not required but would be an asset)
  • 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

About Scotiabank

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

What We Offer

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

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