Current jobs related to Estate & Trust Consultant, Scotiatrust - Ottawa/kingston/belleville - Kingston - Scotiabank
-
Kingston, Canada Glacier Maintenance Inc. Full time**Janitorial Supervisor, covering Belleville to Ottawa and Surrounding area** Well-established janitorial company is looking to hire a full-time Janitorial supervisor to join our supervisorial team. Areas of service include Belleville, Kingston, Ottawa, Brockville, and surrounding areas. **REQUIREMENTS**: - Commercial cleaning experience required. -...
-
Kingston, Canada Utilities Kingston Full time**Company Biography** Utilities Kingston is located in Kingston, Ontario, equi-distant from Toronto, Montreal and Ottawa, where the St. Lawrence River meets Lake Ontario and the Rideau Canal (a UNESCO World Heritage site) - Kingston is a stunning, historic city that consistently ranks as one of the best places to live in Canada. Kingston’s 123,363...
-
Financial Consultant
2 weeks ago
Kingston, Canada MD Financial Management Full timeRequisition ID: 182734 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant - Early Career Segment to join our team. Reporting to the Regional...
-
Water and Air Installer/service
1 week ago
Kingston, Canada Georgian Water and Air Kingston Full time**About us** **Georgian Water & Air Kingston are the water treatment home service professionals for The Home Depot Canada. We work with Ottawa, Pembroke, Cornwall, Belleville and Brockville Home Depots to provide water and air purification systems for home, cottages, and commercial. We have been providing Ontario with water and air systems since 1977 with...
-
Territory Sales Manager
2 weeks ago
Kingston, Canada Top Lift Enterprises Inc. Full timeWe have an immediate opening for a TERRITORY SALES MANAGER - Kingston, ON to Ottawa, ON. **WHAT WE REQUIRE**: **QUALIFICATIONS**: - Minimum 5 years’ heavy equipment sales experience. - Professional and positive attitude. - Ability to work in a team environment. - Self-starter who takes initiative. - Excellent interpersonal skills. - Valid Driver’s...
-
Work Planner
5 days ago
Kingston, Canada Utilities Kingston Full timeCompany Biography Utilities Kingston is located in Kingston, Ontario, equi-distant from Toronto, Montreal and Ottawa, where the St. Lawrence River meets Lake Ontario and the Rideau Canal (a UNESCO World Heritage site) - Kingston is a stunning, historic city that consistently ranks as one of the best places to live in Canada. Kingston’s 123,363...
-
Franchise Business Consultant
5 days ago
Kingston, Canada Pet Valu Full timeLocation: Kingston, Ontario **Job Description**: What is the role? Reporting to the Regional Sales Manager, the Franchise Business Consultant is responsible for all activities and sales results in the district. Assigned stores may include a combination of corporate and franchised stores. Key areas of focus will be successful team growth while meeting...
-
Kingston, Ontario, Canada KB Realty Inc., Brokerage Full time $40,000 - $60,000 per yearCompany DescriptionKB Realty Inc., Brokerage is a Canadian, locally, owned and operated real estate agency dedicated to providing exceptional and personalized service to property owners, buyers, sellers, developers, and real estate investors in Toronto, Ottawa, Kingston, and surrounding areas in Eastern Ontario. Our innovative marketing techniques and...
-
Showroom Consultant
3 days ago
Kingston, Canada Bardon Supplies Limited Full time**SUMMARY**: We are currently looking for a **Showroom Consultant** to join our team in our **Kingston** showroom, located at **669 Gardiners Rd, Kingston, ON. **If you are a passionate, creative, self-starter why not join our team and put your career on a path to success. **RESPONSIBILITIES** - Greet clients and determine their needs - Provide the...
-
Credit & Collections Clerk
3 days ago
Kingston, Canada Utilities Kingston Full time**Company Biography** Utilities Kingston is located in Kingston, Ontario, equi-distant from Toronto, Montreal and Ottawa, where the St. Lawrence River meets Lake Ontario and the Rideau Canal (a UNESCO World Heritage site) - Kingston is a stunning, historic city that consistently ranks as one of the best places to live in Canada. Kingston’s 123,363...
Estate & Trust Consultant, Scotiatrust - Ottawa/kingston/belleville
2 weeks ago
Requisition ID: 213010 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work to deepen and strengthen client relationships by providing clients with customized, needs-driven solutions, leveraging the full suite of "Total Wealth" products and services. You will proactively leverage business development strategies, working in partnership, generating new opportunities to support a holistic approach to exceeding our client expectations and earning the business will be the key to your success in this role. **Is this role right for you? In this role, you will**: - Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by: - Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor, adding value by providing estate and trust solutions by preparing high level estate plans and highlighting appropriate, needs-based estate planning strategies and solutions as well as other Wealth opportunities - Developing and strengthening relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities. - 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 while operating within the relevant policies and guidelines established for the role - Contribute to the effective functioning of the team by: Building effective working relationships with various business lines and corporate function contacts, Coaching and mentoring Associate Estate & Trust Consultants, and Facilitating a culture of open and honest communication - Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. - Create an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, which ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/AFT/sanctions and conduct risk. - Champion a high-performance environment and contributes to an inclusive work environment. **Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**: - Background and experience in estate, trust or financial planning - A minimum of 3 years of 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 assetLocation(s): Canada : Ontario : Kingston || Canada : Ontario : Belleville || Canada : Ontario : Ottawa Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
