Is this role right for you?
In this role, you will :
- 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 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 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.
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, 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
Estate and Trust Consultant - 12 month contract
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 t...
Will and Estate Consultant
A minimum of 5 years’ experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunities. Participate with advisors in client / prospect seminars and develop and maintain relationships with other est...
Regional Visual Merchandiser (12 Month Contract)
This would include store layout and fixturing; overseeing the visual merchandising plan for new store openings; coaching and training for store teams on visual standards, tools and resources, key initiatives; overseeing seasonal changeovers and supporting key visual initiatives. Reinforce and valida...
Senior Specialist, Enrollment and Transaction Management - 6 month contract
Provide enrollment and transaction management support for gas and electric deregulated markets serving residential, small and large commercial customers in multiple states/provinces across US and Canada. Review, investigate and follow-up independently on complex operational service requests, call lo...
Round 3 - High School Teacher - Art - Grades 10 - 12 - Temporary Vacancy - Month to Month Contract
These are located in the towns of Okotoks, High River, and Diamond Valley, and the communities of Blackie, Cayley, Heritage Heights, Red Deer Lake, Longview, Millarville and Foothills County. Your capacity to integrate technologies and and support experiential learning that connects students to comm...
Service Leader - Assistant Manager (Food & Beverage) (18 Month Contract)
Interact with guests to review and evaluate degree of satisfaction; recommend and implement new initiatives when necessary to keep up with demand and market changes; investigate and resolve beverage or food quality and service complaints, ultimately maximize profits through outstanding customer serv...
Temporary Assistant Store Manager, Chinook (12-month contract)
The ASM is accountable to partner and support the SM in creating annual and quarterly strategies for growing their business, focusing on People, Operations, Visual Merchandising and Community outreach. Uphold presentation standards, and assess and action merchandising opportunities in order to eleva...
Senior PeopleSoft Functional Consultant to implement PeopleSoft Grants and Contracts modules in the PeopleSoft Finance and Supply Chain Management (FSCM 9.2).
Senior PeopleSoft Functional Consultant to implement PeopleSoft Grants and Contracts modules in the PeopleSoft Finance and Supply Chain Management (FSCM 9. Calgary Candidate for a 5 month contract to start. Conduct fit-gap analysis to identify areas with current RMS Requirements and implementation, ...
Senior Consultant - Cyber Security, Privacy & Digital Trust
Understanding and experience with application of principles, frameworks, and methodologies within the context of privacy, security, data protection and information management: GAAP, ISO27701, ISO27001, ITIL, ARMA, AIIM, and DAMA. Join our rapidly expanding Privacy & Digital Trust team, where you wil...
VP, Customer Support (12-month contract) (Distributed, Canada)
We believe in impactful and innovative work: our team of 260+ Thinkers is building and expanding an incredible product that empowers Creator Educators and businesses around the globe while working collaboratively to learn, grow, and succeed together. Leveraging AI and technology, you will improve ou...