Estate and Trust Consultant - Kelowna, BC

Scotiabank • Calgary, AB

1d • Onsite

About The Position

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. Earning the business will be key to your success in this role.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management and MD Financial Management clients.
• Partner with Scotiabank, Scotia Wealth Management and MD Financial 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 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.
• Coach and mentor Associate Estate & Trust Consultants, and facilitate 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, 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 contribute to an inclusive work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level