Estate and Trust Consultant, Scotiatrust - Kelowna, BC

Scotiabank; Kelowna; On-site; CAD 90,000 - 140,000; Full time

Job summary

Scotiabank is seeking an Estate and Trust Consultant for Scotiatrust in Kelowna, BC. The role focuses on delivering premium wealth management experiences by developing estate and trust solutions for high-net-worth clients and their advisors.

You will collaborate across teams to deepen client relationships and expand wealth opportunities. You will mentor junior consultants, uphold Scotiabank's values, and ensure compliant, efficient operations while serving a sophisticated client base in the

Qualifications

• Experience in estate, trust or financial planning.
• 3 years wealth planning experience.
• Experience dealing with high-net-worth clients and their advisors.
• Knowledge of estate planning strategies including tax, insurance, and succession.

Responsibilities

• Partner with Scotiabank and MD Financial to meet HNW clients and prospects, delivering estate and trust solutions.
• Develop and strengthen client relationships and build new business opportunities.
• Ensure compliance with policies and risk management standards.
• Mentor Associate Estate & Trust Consultants and promote open communication.
• Support a customer-focused culture to deepen bank relationships and ensure strong controls.

Skills

Estate planning

Wealth planning

HNW client relationships

Education

University degree in law

Lawyer or notary

STEP/TEP designation

Job description

Title: Estate and Trust Consultant, Scotiatrust - Kelowna, BC

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:

• 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
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 .