Estate and Trust Consultant

5 months ago

Calgary, Canada Scotiabank Full time

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) and Ultra-High Net Worth (UHNW) MD Management and Scotia Wealth Management clients, by: Partnering with MD Management and Scotia Wealth Management partners to meet with HNW and UHNW clients and prospects, creating a positive experience for the client and the partner, 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 Develop and strengthen relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities. Play 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, 3 years wealth planning experienceIn-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 or accounting, an asset Lawyer, notary or CPA with experience in trust, 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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