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Scotiatrust Estate Consultant Position
Job Description & How to Apply Below
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 strong 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.
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