Make an impact in wealth management as an Estate and Trust Consultant with Scotiatrust in Kelowna, BC. Provide tailored estate planning services to high-net-worth clients through a team-based approach.

In this essential role, you will partner with various divisions of Scotiabank, focusing on developing deep, meaningful relationships with clients and prospects. Utilize your expertise in estate planning, and collaborate effectively with your team to deliver client-centered solutions and services within industry guidelines.

Key Responsibilities: • Collaborate with Scotiabank to create positive client experiences • Build and nurture relationships with clients and key partners • Uphold compliance with guidelines and policies • Support the development of junior Estate & Trust Consultants • Champion a high-performance, inclusive working setting

Requirements: • At least 3 years of experience in wealth planning • Proficient in estate and trust management strategies • Experience with HNW clients and their advisors • Law degree or related certification preferred • STEP designation beneficial

Bring your wealth planning expertise to Scotiatrust and enhance client experiences through effective estate solutions.

📌 Estate and Trust Consultant at Scotiatrust (Winnipeg)
🏢 Scotiabank
📍 Winnipeg