Estate & Trust Advisor - Vancouver
7 days ago
Role Overview
In this role, you will deliver ScotiaBank’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients. You will partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor.
- Develop and strengthen relationships with clients, partners, and centres of influence through networking and business development opportunities.
- Contribute to the effective functioning of the team by building effective working relationships with various business lines and corporate function contacts.
- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Play a key risk management role by being responsible and accountable for always doing the right thing for clients and ensuring that actions and behaviours drive a positive client experience.
- Create an environment in which the team pursues effective and efficient operations in accordance with ScotiaBank’s Values, its Code of Conduct, and the Global Sales Principles.
Requirements
We are looking for individuals with:
- Proficiency in Mandarin (spoken & written) & experience with Asian clientele (not required but would be an asset).
- Background and experience in estate, trust, or financial planning, 3 years 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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