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 prospects while ensuring adherence to Scotiabank’s guidelines. Your experience in estate planning and robust client interaction skills will be essential. Key Responsibilities:
Engage with HNW clients to provide estate strategy solutions
Develop recent 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