Elevate client relationships as a Wealth Management Consultant with Scotiatrust in Kelowna, BC. This position focuses on estate and trust solutions for high-net-worth clients. As a key part of the Scotiatrust team, you will provide customized solutions and enhance client interaction through creative wealth management practices.

This role requires developing relationships with clients, business partners, and networking prospects while ensuring compliance with established policies. Key Responsibilities:
Partner with Scotiabank and related firms for client meetings
Prepare and present high-level estate plans and strategies
Build recent and strengthen existing client and partner relationships
Monitor client interactions to ensure positive experiences
Coach Associate Estate & Trust Consultants in communication Requirements:
Minimum 3 years in wealth planning experience
Background in estate, trust, or financial planning
Technical expertise in estate planning strategies
Degree in law is an asset
STEP or TEP designation preferred Utilize your expertise in wealth management and client relations to provide exceptional service at Scotiatrust in Kelowna.

📌 Wealth Management Consultant At Scotiatrust Kelowna
🏢 Scotiabank
📍 Kelowna