Estate and Trust Consultant Lead

3 weeks ago

Calgary, Alberta, Canada Scotiabank Full time

Are you a seasoned professional looking to take on a leadership role in the field of estate and trust consulting?

As the Practice Lead, Estate and Trust Consultant, you will be responsible for driving the success of Scotiatrust Estate and Trust Consultants (ETCs) across your region. You will provide guidance, coaching, and sales management support to the ETC team, enabling them to achieve strong business results and deliver exceptional service to partners and clients.

Main Responsibilities:

  • Recruit, onboard, and develop team members to ensure they have the necessary tools and support to be successful.
  • Deliver ongoing coaching and sales management to support ETCs' ability to drive strong business results and support their business partners.
  • Ensure that ETCs 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 ETCs 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.

Key Performance Indicators:

  • Determine new business goals for both immediate fees and legacy appointments and drive the efforts to achieve those objectives.
  • Lead the ETCs through an annual business planning exercise so they each have targeted activities to undertake in support of achieving their objectives and maximizing their results.
  • Partner with other ETC Practice Leads to share best practices and ideas around new business generation, as well as coordinate the regional delivery of national campaigns across the country.
  • 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 ETCs.

Requirements:

  • 5 years of industry experience
  • STI, MTI or TEP designation/diploma
  • In-depth experience dealing with HNW 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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