Transform client relationships as a Senior Estate and Trust Consultant at Scotiatrust in Kelowna, British Columbia. Focus on high net worth clients while providing creative estate planning solutions. As part of Scotiatrust, you will be instrumental in shaping a premium client experience.

Your role involves collaborating with internal partners to develop tailored estate and trust solutions designed for high net worth clients. By strengthening relationships and managing risk effectively, you drive successful outcomes for clients while setting standards for team excellence. Key Responsibilities:

- Deliver customized estate planning solutions for HNW clients
- Collaborate with Scotiabank and wealth management teams
- Nurture and grow client and partner relationships
- Coach Associate Estate & Trust Consultants
- Advocate for a culture of performance and inclusivity Requirements:
- 3 years of wealth planning experience
- Strong foundation in estate and financial planning
- Hands-on experience with HNW clients and advisors
- University degree in law or equivalent
- STEP designation is highly regarded Join Scotiatrust to utilize your estate planning acumen and enhance relationships across the wealth management landscape.

📌 Senior Estate and Trust Consultant Role (Kelowna)
🏢 Scotia Wealth Management
📍 Kelowna