Senior Estate & Wealth Planner for HNW Clients

Scotiabank Global Site; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading financial institution in Toronto seeks a Wealth and Estate Planner to deliver estate planning consultations to high-net-worth clients. This role involves collaborating with advisors to assess client situations and provide tailored recommendations. The ideal candidate will have experience in estate planning, preferably as a Lawyer, and a strong understanding of wealth management strategies.

Qualifications

• Experience in estate planning with a preference for a Lawyer.
• In-depth experience dealing with high-net-worth clients and their advisors.
• Technical proficiency in wealth and estate planning strategies.

Responsibilities

• Deliver high-level estate planning consultations to high-net-worth clients.
• Partner with advisors to create positive experiences for clients.
• Attend Round Table meetings to assist in triaging potential clients.

Skills

Estate Planning

Business Development

Sales Experience

Wealth Management

Financial Planning

Education

Law Degree

Job description

A leading financial institution in Toronto seeks a Wealth and Estate Planner to deliver estate planning consultations to high-net-worth clients. This role involves collaborating with advisors to assess client situations and provide tailored recommendations. The ideal candidate will have experience in estate planning, preferably as a Lawyer, and a strong understanding of wealth management strategies.