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 workplace 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 Kelowna
🏢 Scotiabank
📍 Kelowna