Scotiabank

Estate and Trust Consultant - Kelowna, BC

Scotiabank$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Background in estate, trust, or financial planning
  • 3 years of experience in wealth planning
  • Experience with high net worth (HNW) clients and their advisors
  • Knowledge of estate planning strategies including insurance, tax, and family law
  • University degree in law is a plus
  • Lawyer or notary experience in wills and estate planning is a plus
  • Membership in STEP or TEP designation is advantageous

Responsibilities

  • Deliver estate planning services for HNW clients through tailored solutions
  • Develop and strengthen relationships with clients and business partners
  • Ensure positive client experiences while adhering to policies and guidelines
  • Collaborate with various business lines and corporate functions for effective teamwork
  • Coaching and mentoring Associate Estate & Trust Consultants
  • Promote a customer-focused culture to enhance client relationships
  • Ensure compliance with operational, AML/AFT, and conduct risk obligations

Benefits

  • Innovative team-based approach to wealth management
  • Opportunity to work with high net worth and ultra high net worth clients
  • Access to a full suite of Total Wealth products and services
  • Support for continuous relationship building through networking opportunities
  • Commitment to a high-performance and inclusive work environment
Full Job Description
Requisition ID: 268460

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 and MD Financial Management clients, by:

  • Partnering 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 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 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 asset


#SWM

Location(s): Canada : British Columbia : Kelowna

Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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