Estate Planning Specialist

5 days ago

Halifax, Nova Scotia, 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 be responsible for delivering exceptional estate planning services and solutions to our High Net Worth (HNW) clients.

Key Responsibilities
  • Partner with Scotiabank and Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for both parties.
  • Develop and strengthen relationships with clients, partners, and centres of influence, identifying new business development opportunities.
  • Play a key risk management role, 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 colleagues, and facilitating open communication.
  • Champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships, systems, and knowledge.
  • Create an environment that fosters effective and efficient operations, adhering to Scotiabank's Values, Code of Conduct, and Global Sales Principles.
Requirements
  • Background and experience in estate, trust, or financial planning, with a minimum of 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, 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.
  • Proficiency in English and French, with the ability to communicate in both languages.
Location

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

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