Elite Will & Estate Planner for HNW Clients

Scotiabank; Halifax; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Halifax is seeking a Will and Estate Planner to deliver high-level estate planning consultations and support wealth management business development. The successful candidate will collaborate with Scotia Wealth Management advisors to enhance client relationships and identify wealth opportunities. Ideal candidates possess estate planning experience and deep knowledge of relevant strategies. This role emphasizes building relationships while ensuring a positive client experience.

Qualifications

• Experience in estate planning is a prerequisite, with a preference for a lawyer.
• In-depth experience dealing with high net worth clients and their advisors.
• In-depth knowledge related to wealth and estate planning strategies.

Responsibilities

• Deliver high-level estate planning consultations to HNW clients.
• Partner with Scotia Wealth Management advisors.
• Create detailed written reports for clients and advisors.

Skills

Experience in estate planning

Dealing with high net worth clients

Knowledge of estate planning strategies

Job description

A leading financial institution in Halifax is seeking a Will and Estate Planner to deliver high-level estate planning consultations and support wealth management business development. The successful candidate will collaborate with Scotia Wealth Management advisors to enhance client relationships and identify wealth opportunities. Ideal candidates possess estate planning experience and deep knowledge of relevant strategies. This role emphasizes building relationships while ensuring a positive client experience.