Estate Planning Specialist for High Net Worth Clients

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Wealth and Estate Planner to provide high-level estate planning consultations to high-net-worth clients. The successful candidate will work alongside advisors to enhance client relationships and deliver strategic estate planning recommendations, focusing on client goals and holistic wealth management solutions. This position requires in-depth knowledge of estate planning strategies and excellent relationship-building skills.

Qualifications

• Experience in estate planning is a prerequisite, with a preference for a Lawyer.
• In-depth experience dealing with HNW clients and their advisors.
• In-depth knowledge and technical proficiency related to wealth and estate planning strategies.

Responsibilities

• Deliver high-level estate planning consultations to clients.
• Partner with advisors to meet with HNW clients.
• Provide high-level estate planning recommendations.
• Promote will and estate planning products.

Skills

Experience in estate planning

Dealing with high net worth clients

Knowledge of wealth and estate planning strategies

Education

Juris Doctor (preferred)

Bachelor's degree in a relevant field

Job description

A leading bank in the Americas is seeking a Wealth and Estate Planner to provide high-level estate planning consultations to high-net-worth clients. The successful candidate will work alongside advisors to enhance client relationships and deliver strategic estate planning recommendations, focusing on client goals and holistic wealth management solutions. This position requires in-depth knowledge of estate planning strategies and excellent relationship-building skills.