Wealth Management Advisor

1 week ago


Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

This is a challenging and rewarding opportunity to join Scotiabank's team as an Estate Planning Specialist. As a key member of our Wealth Management team, you will be responsible for delivering high-quality estate planning services to our High Net Worth (HNW) clients.

Key Responsibilities
  • Client Relationship Management: Develop and strengthen relationships with clients, partners, and centres of influence to drive business growth and expand our network.
  • Estate Planning Services: Provide expert advice on estate planning strategies, including wills, trusts, and tax planning, to meet the complex needs of our HNW clients.
  • Business Development: Identify new business opportunities and develop strategies to expand our client base and increase revenue.
  • Team Collaboration: Work closely with our Wealth Management team to ensure seamless delivery of services and achieve business objectives.
  • Risk Management: Ensure compliance with regulatory requirements and maintain a culture of integrity and transparency within the team.
  • Professional Development: Stay up-to-date with industry trends and best practices to maintain expertise and provide exceptional client service.
Requirements
  • Proficiency in Mandarin: Strong language skills and experience working with Asian clientele are highly valued.
  • Background in Estate Planning: A minimum of 3 years of experience in estate planning, trust, or financial planning is required.
  • Technical Expertise: In-depth knowledge of wealth and estate planning strategies, including insurance, tax, family, and charity law, is essential.
  • Education and Certifications: A university degree in law or a related field is an asset, as is membership in professional organizations such as the Society of Trust and Estate Practitioners (STEP).


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