Estate Planning Specialist
4 weeks ago
Are you a skilled professional looking for a challenging role in estate and trust consulting? We are seeking a highly motivated and experienced individual to join our team as an Estate & Trust Consultant in Vancouver.
Key Responsibilities:- Partner with Scotiabank & Scotia Wealth Management advisors to deliver estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients.
- 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 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.
- Proficiency in Mandarin (spoken & written) and experience with Asian clientele (an asset).
- 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 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).
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Estate Planning Specialist
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