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Estate and Trust Specialist

2 months ago

Moncton, New Brunswick, 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 team, you will provide clients with a premium wealth management experience by delivering customized, needs-driven solutions.

Key Responsibilities
  • Partner with Scotiabank & Scotia Wealth Management advisors to meet with High Net Worth (HNW) clients and prospects, creating a positive experience for the client and the advisor.
  • Develop and strengthen relationships with clients, partners, centres of influence, and other business development opportunities.
  • Play a key risk management role by ensuring that actions and behaviours 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, 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 that pursues effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles.
Requirements
  • Background and experience in estate, trust, or financial planning, with 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, 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.
Language Requirements

The successful candidate will be required to communicate in English, as they will serve English-speaking clientele. If the retained candidate resides in Quebec, they must communicate in both English and French.

The successful candidate may reside in either Ottawa, Montreal, Quebec City, Halifax, or Moncton.