Estate and Trust Consultant - Winnipeg, Manitoba (222714)

Scotiabank Global Site; Winnipeg; On-site; CAD 70,000 - 100,000; Full time

Job summary

Join a winning team as an Estate & Trust Consultant at Scotiabank in Winnipeg, where you will provide premier wealth management services. This role focuses on estate planning for high net worth clients, emphasizing building strong client relationships and delivering customized solutions.

Qualifications

• Background and experience in estate trust or financial planning.
• 3 years wealth planning experience.
• In-depth experience with HNW clients.

Responsibilities

• Deliver estate planning services to HNW clients.
• Develop and strengthen relationships with clients and partners.
• Coach Associate Estate & Trust Consultants.

Skills

Economics

Customer Service

Education

University degree in law

Membership of the Society of Trust and Estate Practitioners (STEP)

Job description

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 Scotiatrusts 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 Scotiabanks 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 Wed 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

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. 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.

Required Experience :

Contract

Key Skills

Economics,Electrical Designing,Access Control System,Customer Service,E Learning,Flooring

Employment Type : Full Time

Experience : years

Vacancy : 1

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