Estate and Trust Specialist

1 week ago

Montreal, Quebec, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing clients with premium wealth management experiences.

Key Responsibilities

  • Deliver estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients by partnering 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 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 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, 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.
  • A minimum of 3 years of 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.

Location

The successful candidate may reside in either Ottawa, Kingston or Halifax.

  • Trust Officer

    1 day ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryEstate and Trust Solutions SpecialistAbout the RoleWe are seeking a highly skilled Trust Officer to join our team as an Estate and Trust Solutions Specialist. As a key member of our team, you will provide exceptional client service and expertise in managing complex estate and trust relationships.About the OpportunityAs an Estate and Trust...

  • Estate Trust Coordinator

    6 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    As an Estate Trust Coordinator at Scotiabank, you will play a vital role in supporting the growth and development of our Estate and Trust business.Key Responsibilities:Provide administrative support to Estate and Trust Coordinators, including managing the flow of mail and couriers, ensuring the team is well stocked with necessary supplies, and triaging...

  • Trust Officer

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net...

  • Trust Officer

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will play a critical role in providing exceptional client service and delivering a complete range of estate and trust solutions that meet the needs of our clients.Key ResponsibilitiesHandle estate, trust, and protection mandate accounts...

  • Trust Officer

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will be responsible for providing exceptional client service and delivering a complete range of estate and trust solutions that meet client needs.Key ResponsibilitiesHandle estate, trust, and protection mandate accountsCreate an...

  • Trust Officer

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will be responsible for providing exceptional client service and delivering a complete range of estate and trust solutions that meet client needs.Key ResponsibilitiesHandle estate, trust, and protection mandate accountsCreate an...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and providing...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and providing...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely...

  • Trust Officer

    2 months ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will play a key role in delivering exceptional client experiences by providing a comprehensive range of estate and trust solutions that meet client needs.Job DescriptionWhat is the Opportunity?You will work closely with the team to identify business opportunities and achieve results by delivering...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging and rewarding role in the financial industry? We are seeking a highly organized and detail-oriented Regional Estate Specialist to join our team at Scotiabank.Job Summary:The Regional Estate Specialist will provide administrative support to our Estate and Trust team, ensuring the smooth...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging and rewarding role in the financial industry? We are seeking a highly organized and detail-oriented Regional Estate Specialist to join our team at Scotiabank.Job Summary:The Regional Estate Specialist will provide administrative support to our Estate and Trust team, ensuring the smooth...

  • Regional Estate Specialist

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    Are you looking for a challenging role that will utilize your analytical and organizational skills? We are seeking a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely completion of tasks.Provide administrative support to Estate and Trust...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely...

  • Regional Estate Specialist

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Regional Estate SpecialistAre you looking for a challenging role that combines administrative support with a focus on estate and trust planning? We have an exciting opportunity for a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely...