Corporate Estate Specialist
4 weeks ago
The CES is a key member of the Business and Wealth Transition team in the Advanced Planning and Services Group.
The CES ensures that our clients' advanced plans are aligned with their business and personal goals.
Key Accountabilities
Engaging in consultation meetings with clients or prospects and their RMs to identify opportunities where a client is having a transition event in their business and/or in their wealth;
Assisting with the discovery process to identify goals for business transition and ownership structures, contingencies, continuity, and legacy; Undertaking a high-level assessment to understand current state, which may include a review of key personal and corporate information and relevant documents; Where appropriate, undertaking a more thorough discovery and analysis, which may require discussions with client’s outside professionals to ensure proper coordination, identifying both short-term and long-term gaps and opportunities, and presenting clients with recommendations that reflect an integrated and total wealth solution; Where appropriate, preparing alternative strategies/scenarios (through the use of planning software and other tools); and Providing information and direction on complex issues to TOE and SFPCs (in preparation of personal financial plans).Being proactive in internal and external communications around UHNW planning and business transition as a total wealth offering available throughout Scotiabank;
Providing regional support through the delivery of presentations, conference calls and one-on-one discussions with RMs/Advisors, TOE, etc.; Reinforcing messaging and tactics being delivered by the Head Office BWT team; Assisting in the development and/or delivery of client/prospect events; Helping to identify target clients that would benefit from BWT engagements; and, Working closely with local sales management leaders to create awareness and identify opportunities to promote the BWT offering.Developing a thorough understanding of the Scotiabank Team of Experts (TOE) offerings and strong working relationships with local partners;
Coordinating TOE integration throughout applicable advanced planning engagements – these experts would include any of: Insurance Consultants, Trust & Estate Consultants, Trust Officers, Philanthropy Specialists, Private Bankers, Insurance Financing Specialists, Debt & Equity Financing Specialists, and Commercial Bankers; and Developing and managing local relationships with external specialists and engaging them as part of the advanced planning process, as required, which may include any of: niche tax specialists, business consultants, business valuators, family facilitators, and legal experts.4.Contribute to the effective functioning of the BWT team by:
Assisting in the development and testing of processes, policies and other tools to continue to build and enhance the BWT offering; Participating actively in team learning development activities, and team performance achievements; Building effective working relationships across the team, and with various business line and corporate function contacts; Ensuring the delivery of an excellent and consistent client experience; Facilitating a culture of open and honest communication; Actively participating and contributing to touch bases and team meetings; Encouraging the generation of new ideas and approaches; Actively sharing knowledge and experience to enhance the development of all team members; and Developing and executing a meaningful employee development plan.Education/Work Experience/Designations:
University degree Professional designation JD), and good standing with applicable provincial professional memberships Minimum ten years’ professional experience in corporate/commercial/estate law, in private practice and/or corporate business environment which may also include delivering advanced business succession planning solutions, and/or consulting, to business owners and/or Ultra High Net Worth clients. Designations in professional financial planning and advanced estates and trusts through STEP or a recognized certification association.-
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