Estate and Trust Consultant Leader

9 hours ago

Calgary, Alberta, Canada Scotiabank Full time
Practice Lead, Estate and Trust Consultant

As the Practice Lead, Estate and Trust Consultant, you will be responsible for the effective delivery of solutions offered by ScotiaTrust Estate and Trust Consultants across their region. This involves providing leadership around business development and client onboarding, offering guidance, coaching, and sales management support to the region's ETC team, and ensuring that business strategies, plans, and initiatives are executed effectively across the region.

Key Responsibilities:

  • Provide leadership and day-to-day management of ETCs in the region by recruiting, onboarding, and developing team members, delivering ongoing coaching and sales management to support ETCs' ability to drive strong business results, and ensuring that ETCs are leveraging available tools and resources.
  • Contribute to the development and execution of the region's strategic and annual business plans by determining new business goals, leading the ETCs through an annual business planning exercise, and partnering with other ETC Practice Leads to share best practices and ideas around new business generation.
  • Lead the efforts to deepen advisor engagement and strengthen partnerships in the region by connecting regularly with local leaders across Canadian Wealth Management, promoting ScotiaTrust solutions with advisors and partners, and developing and maintaining a strong network of COIs to facilitate two-way referrals.
  • Provide subject matter expertise in support of business development by delivering presentations, acting as a sounding board for ETCs and others in the region, and participating in client meetings to discuss the relevance of ScotiaTrust solutions.

Requirements:

  • 5 years of industry experience
  • STI, MTI or TEP designation/diploma
  • In-depth experience dealing with HNW clients and their advisors
  • Effective people management and leadership skills
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies
  • Thorough knowledge of the full Scotia Wealth product and service offering
  • Working knowledge of the products and services offered by the Scotiabank Group of Companies (external to Scotia Wealth) to identify and refer clients as appropriate
  • Strong influencing and communication skills

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