Drive impactful estate planning at Scotiatrust as an Estate Consultant in Kelowna, British Columbia. Deliver customized wealth management solutions to high net worth clients while fostering robust relationships.
In this role as a Scotiatrust Estate & Trust Consultant, you will contribute significantly to client wealth management by offering tailored estate planning strategies. Your expertise in risk management ensures clients receive the utmost value while maintaining a high performance team workplace. Engaging with Scotiabank partners will be essential for building connections and identifying business opportunities.
Key Responsibilities:
• Provide estate and trust services to high net worth clients
• Collaborate with banking and wealth management partners
• Enhance relationships through networking and business development
• Educate Associate Estate & Trust Consultants
• Uphold Scotiabank’s values of integrity and compliance
Requirements:
• Minimum of 3 years in wealth planning experience
• Profound knowledge of estate and trust law
• Familiarity with financial solutions for HNW clients
• Legal degree and STEP membership preferred
• Robust communication and relationship-building skills
Bring your estate planning expertise to Scotiatrust and enhance the client experience.
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