Senior Wealth Planning Specialist

5 days ago

Edmonton, Alberta, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team at Scotiabank. As a key member of our Wealth Management group, you will be responsible for leading the effective delivery of estate and trust solutions across Western Canada.

Key Responsibilities
  1. Leadership and Management
  • Recruit, onboard, and develop a team of Estate and Trust Consultants to ensure they have the necessary tools and support to succeed.
  • Deliver ongoing coaching and sales management to support the team's ability to drive strong business results and support their business partners.
  • Ensure that Estate and Trust Consultants are leveraging available tools and resources, following policies and procedures, and implementing solutions that are appropriate.
  • Coordinate with the Regional Admin Lead to ensure there is adequate and effective support being provided to Estate and Trust Consultants by the Regional Estate & Trust Administrators (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 the delivery of estate planning expertise and the development of recommendations.
Business Development
  • Determine new business goals for both immediate fees and legacy appointments and drive the efforts to achieve those objectives.
  • Lead the Estate and Trust Consultants through an annual business planning exercise so they each have targeted activities to undertake in support of achieving their objectives and maximizing their results.
  • Ensure that prospective clients in the Will Bank are being proactively contacted and that any estate planning needs are being properly addressed.
  • Coordinate with the Regional Director and Market Leads in building the annual profit plan, including projected expenses for Estate and Trust Consultants.
Advisor Engagement and Partnerships
  • Connect regularly with local leaders across Canadian Wealth Management to provide updates and seek input on how to partner more effectively and consistently.
  • Develop and maintain a strong network of Centres of Influence to facilitate two-way referrals and support Estate and Trust Consultants in doing the same.
Subject Matter Expertise
  • Deliver presentations that raise awareness and provide education to both internal and external audiences.
  • Understand how Scotiabank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Create an environment in which the team pursues effective and efficient operations, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.
  • Build a high-performance environment and implement a people strategy that attracts, retains, develops, and motivates the team by fostering an inclusive work environment and using a coaching mindset and behaviors; and, managing succession and development planning for the team.

Requirements

  • 5 years of industry experience
  • STI, MTI, or TEP designation/diploma
  • Law degree or member in good standing of a Canadian law society would be an asset
  • In-depth experience dealing with high net worth clients and their advisors
  • Effective people management and leadership skills
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies
  • Thorough knowledge of the full Scotia Wealth product and service offering
  • Working knowledge of the products and services offered by the Scotiabank Group of Companies (external to Scotia Wealth) to identify and refer clients as appropriate
  • Strong influencing and communication skills

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