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Estate and Trust Specialist

2 months ago

Calgary, Alberta, 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 wealth management team, you will be responsible for providing clients with a premium wealth management experience.

Key Responsibilities
  • Deliver Estate Planning Services: Partner with clients and partners to deliver estate planning services and other estate and trust solutions to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients.
  • Develop and Strengthen Relationships: Develop and strengthen relationships with clients, partners, and centres of influence through networking and other business development opportunities.
  • Play Key Risk Management Role: Ensure that actions and behaviors drive a positive client experience while operating within relevant policies and guidelines.
  • Contribute to Team Functioning: Build effective working relationships with various business lines and corporate function contacts, coach and mentor Associate Estate & Trust Consultants, and facilitate a culture of open and honest communication.
  • Champion Customer Focused Culture: Deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Ensure Effective Operations: Create an environment in which the team pursues effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles.
Requirements
  • Background and Experience: Background and experience in estate, trust, or financial planning, with 3 years of wealth planning experience.
  • In-Depth Knowledge: In-depth knowledge and technical proficiency related to wealth and estate planning strategies such as insurance, tax, family and charity law, and business succession.
  • Education: University degree in law or accounting, an asset.
  • Professional Designations: Lawyer, notary, or CPA with experience in trust, wills, and estate planning, an asset.
  • Professional Memberships: Membership of the Society of Trust and Estate Practitioners (STEP), Trust and Estate Practitioner (TEP) designation, an asset.