Estate & Wealth Services Specialist

Scotiabank; Quebec; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada is seeking a dedicated individual to join their Estate Department. The successful candidate will support customers nationwide, ensuring compliance with banking regulations and providing outstanding service. Candidates should possess post-secondary education, strong interpersonal skills, and be bilingual in English and French. This role is crucial for maintaining successful client relationships and improving the customer experience.

Qualifications

• Strong ability to understand client needs and provide effective solutions.
• Experience in banking or financial services is preferred.
• Capable of managing operational and compliance risks.

Responsibilities

• Contribute to the success of the Estate Department and its strategies.
• Support clients nationwide with their estate inquiries and needs.
• Ensure compliance with all internal and regulatory policies.

Skills

Customer focused culture

Interpersonal skills

Leadership and team collaboration

Knowledge of estate settlement process

Bilingual (English & French)

Education

Post-Secondary Education

Tools

MS Office

Web-based applications

Job description

A leading financial institution in Canada is seeking a dedicated individual to join their Estate Department. The successful candidate will support customers nationwide, ensuring compliance with banking regulations and providing outstanding service. Candidates should possess post-secondary education, strong interpersonal skills, and be bilingual in English and French. This role is crucial for maintaining successful client relationships and improving the customer experience.