Become an Estate Consultant with Scotiatrust in Kelowna, BC, delivering customized estate and trust solutions. Empower high-net-worth clients through strategic planning. This role involves working closely with clients and partners to provide exceptional wealth management services.

You will focus on developing client relationships and business opportunities while ensuring adherence to Scotiabank’s guidelines. Your experience in estate planning and solid client interaction skills will be essential. Key Responsibilities:

- Engage with HNW clients to provide estate strategy solutions
- Develop new relationships within the business network
- Coach team members to enhance operational efficiency
- Address compliance and conduct risk in client interactions
- Foster a high-performance and inclusive team culture Requirements:
- 3 years of experience in wealth planning
- Proven background in estate or trust planning
- Expertise in family, charity, and business succession law
- Law degree is a plus
- STEP membership or TEP designation desirable Leverage your planning skills and client relationship expertise with Scotiatrust in Kelowna, enhancing the wealth management experience.

📌 Scotiatrust Estate Consultant Position (Kelowna)
🏢 Scotiabank
📍 Kelowna