Estate and Trust Consultant - Kelowna, BC

Scotia Wealth Management; Kelowna; On-site; CAD 90,000 - 130,000; Full time

Job summary

Scotia Wealth Management in Kelowna (Canada) seeks a Scotiatrust Estate & Trust Consultant to deliver premium estate planning and trust solutions to high net worth clients. You will work with Scotiabank and MD Financial partners to provide needs-based strategies and build lasting client relationships.

You will mentor peers, drive a client-focused culture, and ensure compliance with risk and conduct guidelines while leveraging the bank’s resources. An asset is a law degree or STEP/TEP designation.

Qualifications

• Background and experience in estate, trust or financial planning.
• 3 years wealth planning experience.
• Experience with HNW clients and advisors.
• Knowledge of wealth and estate planning strategies (insurance, tax, family and charity law, business succession).
• Law degree is an asset.
• STEP/TEP designation is an asset.

Responsibilities

• Deliver Scotiatrust’s estate planning services and other estate and trust solutions to high net worth clients by partnering with Scotiabank, Scotia Wealth Management and MD Financial partners.
• Develop and strengthen relationships with clients, partners and centers of influence; build new relationships.
• Play key risk management role; ensure actions align with policies and deliver positive client experiences.
• Coach and mentor Associate Estate & Trust Consultants; promote open communication.
• Champion a customer-focused culture leveraging Bank relationships, systems and knowledge.

Skills

Estate planning

Wealth planning

HNW clients

Legal knowledge

Law degree

STEP / TEP

Education

Law degree

Lawyer/Notary

STEP/TEP

Job description

Requisition ID: 268460

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 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

Skills

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

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here.