Estate and Trust Advisor

4 weeks ago

Vancouver, Canada Scotiabank Full time

The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients by:

Business Development: Review and assess with clients their individual and family estate planning needs, including financial and family issues. Network and promote MDPT services to MDFM and clients to continue to grow and develop both the trust business and Wills appointments. Liaise with external legal counsel to maintain a current roster of MD recommended Estate and Trust lawyers. Estate Planning: Implement estate plans including detailed information to client’s legal counsel for preparation of new Will, Trust Deed and other documents. Conduct regular review of client’s Will and estate plan to ensure plan is current with client circumstances/needs as well as relevant legislation and tax regulations. Trust Administration by meeting with clients to complete documentation for account openings, conduct periodic reviews, participate in collaborative tax planning and execution of strategy with Senior Trust Officer / Trust Officer and Tax Officer to minimize income tax owing by trust or beneficiaries. 

  Is this role right for you? In this role, you will:

Participate in discovery meetings and work with Designated Leads and other advisors within the team to develop the client’s annual service plan.  Team with other regional specialists to ensure the clients are receiving the optimal service for their circumstance. Participate in educating clients about MDs total value proposition.  Always act in the best interest of the clients. Based on the MDFS client service segmentation model, provide the appropriate level of service and advice to clients and their families on all aspects of investments and financial planning. Support and execute (if applicable) the clients annual service plan.


Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

University Degree or Equivalent Experienced in estate planning and /or estate and trust management Knowledge of relevant legislation, taxes and government filing requirements regarding estates and trusts  Strong client relationship management experience Proven networking, business development and sales skills Law degree and/or accreditation from CSI Global Education Inc. (MTI-Personal Trust or equivalent) are considered an asset STEP designation is considered an asset

 What’s in it for you?

An entrepreneurial culture with the freedom to develop your career. A compensation structure that rewards growing and maintaining your client base. The ability to build long-lasting client relationships through exceptional advice and service. Ability to provide an excellent client experience. A work culture that promotes diversity, respect, and inclusion.

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