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Estate and Trust Planning Lead

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at Scotiabank. As a key member of our MDS Wealth Strategy Team, you will be responsible for providing expert guidance and support to our advisors, financial planners, and specialists in the areas of estate and trust planning.

Key Responsibilities
  • Steward the Estate and Trust Offering: Ensure a compelling client experience, drive awareness, and develop client-facing content and tools to promote our estate and trust planning services.
  • Provide Subject Matter Expertise: Research, develop, and provide estate and trust planning subject matter expertise to MDS advisors, financial planners, and specialists, including partnering with National Leads, Team Leads, and Directors to provide guidance, technical coaching, and training.
  • Enhance Delivery of the MDS Offering: Play a key role in integrating estate and trust planning expertise into the delivery of financial planning content to clients, including answering questions, writing commentary, and participating in client meetings where advanced estate and trust planning expertise is required.
  • Assess Impact of Legislative Changes: Assess the impact of changes in estate, trust, and tax legislation on planning strategies, services, and products, and provide recommendations to ensure compliance with relevant legislation.
  • Lead a High-Performance Team: Create and foster a high-performance, client-focused, team-based environment, ensuring a value proposition and infrastructure that attracts, retains, develops, and motivates team members.
  • Promote Advanced Estate and Trust Planning Capabilities: Promote MD's advanced estate and trust planning capabilities in the marketplace through promotional activities, public relations events, the creation of thought leadership material, and building and maintaining relationships with external legal firms and professional tax and accounting service providers.
  • Manage Risk: Manage risk connected to estate and trust planning issues, particularly the potential for insights to be misconstrued as legal advice, and ensure a coordinated approach to estate and trust planning issues with other lines of business.
  • Participate in Internal Committees: Play an active role as a member of the MDS team, participating in various internal committees relating to team policies and processes on the topics of estate and trust planning and coordination with other lines of business.
  • Ensure Adherence to Professional Standards: Ensure adherence to professional standards, including policies, procedures, and best practices, and professional codes of conduct related to client engagement, taking Scotiabank's risk appetite and culture into consideration relative to day-to-day activities and decisions.
Requirements
  • Proven Experience: Proven experience in the estate and trust industry, including the regulatory environment.
  • Extensive Knowledge: Extensive knowledge of the competitive estate and trust market – products, companies, taxation, and marketing concepts.
  • Detailed Knowledge: Detailed knowledge of estate and trust law, including related Quebec Civil law, to resolve complex problems and provide guidance to MDS staff and clients.
  • Language Skills: Fluency in both French and English is required.
  • Designation: Society of Trust and Estate Practitioners (STEP) designation (TEP), or equivalent.
  • Skills and Experience: Proven skills and experience in building and maintaining effective working relationships with clients, peers, client-facing advisors, leadership, and senior management.
  • Time Management: Superior time management and prioritization skills and the ability to manage multiple projects at the same time.