Join Scotiatrust as an Estate and Trust Advisor in Kelowna, BC, focusing on high-net-worth client solutions. Champion customer relationships and estate planning expertise.
In this role, you will leverage your experience in estate and trust planning to build and strengthen client relationships and offer tailored wealth management solutions. You will also work collaboratively with Scotiabank and other partners to develop strategies that exceed client expectations while maintaining compliance with operational guidelines.
Key Responsibilities:
• Create tailored estate plans for HNW and UHNW clients
• Collaborate with partners to enhance client experiences
• Develop networking opportunities to grow client base




• Mentor Associate Estate & Trust Consultants in best practices
• Ensure compliance with relevant policies and regulations
Requirements:
• At least 3 years of wealth planning experience
• Solid background in estate or financial planning
• Profound understanding of taxable and charitable strategies
• University law degree preferred
• STEP or TEP designation considered an asset
Bring your wealth planning expertise to Scotiatrust and transform client relationships in Kelowna.
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📌 Estate and Trust Advisor in Kelowna
🏢 Scotiabank
📍 Kelowna