Estate and Trust Consultant > Toronto > Joboolo CA :
Company : Scotiabank Location : Toronto Ontario From : Talent CA
Is this role right for you? In this role, you will:
1.
Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by:
Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor, 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 Delivering Scotiatrust’s estate planning, trusts and philanthropic advice, including liaising with the client’s lawyer and other external advisors Business Development; marketing and promoting appropriate Scotiatrust products and services.
Recognizing opportunities for partners and clients for Total Wealth solutions such as financial planning, business succession, investments, private banking and insurance opportunities Developing and strengthening relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities.
2.
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 Supporting Scotia Wealth offices with technical expertise and staying current on industry developments 3.
Contribute to the effective functioning of the team by:
Participating actively in team learning development activities and team performance achievements.
Building effective working relationships with various business lines and corporate function contacts Coaching and mentoring Associate Estate & TrustConsultants Facilitating a culture of open and honest communication Actively participating and contributing to touch bases and team meetings Encouraging the generation of new ideas and approaches Actively share knowledge and experience to enhance the development of all team members Developing and executing a meaningful employee development plan 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 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 Minimum 3 years wealth planning experience Preferred member of STEP or other Trust Industry Ability to travel to meet clients within a designated region to achieve goals in a timely manner; may be required to attend external client meetings outside of normal business hours We'd also love to work with you if you:
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
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 Scotiabank TorontoOntario
