Estate Trust Planning Associate

Support estate and trust planning at Scotiabank in Montreal, using Salesforce, Excel, and strong organizational skills across wealth management activities.

As an Estate and Trust Associate, you will support Estate and Trust Consultants with prospecting, pipeline management, sales preparation, and quality assurance. You will coordinate information for planning teams and Total Wealth Managers while helping integrate estate and trust solutions into proposals. The work includes client and law firm correspondence, appointment scheduling, seminar logistics, and administrative coordination. You will also help maintain effective controls and consider operational, compliance, AML/ATF, sanctions, and conduct risk in daily decisions.

• Capture and track opportunities in Salesforce
• Prepare files, fee agreements, and account documentation
• Verify estate planning documents and reporting accuracy
• Coordinate appointments, seminars, webinars, and meeting logistics
• Provide administrative support to Estate and Trust Consultants

• University degree or equivalent
• Strong analytical, organizational, communication, and interpersonal skills
• Proficiency with Outlook, Word, Teams, Excel, PowerPoint, and Salesforce
• Knowledge of estate and trust or wealth management
• English and French bilingualism is an asset

Apply estate planning coordination, Salesforce expertise, and careful documentation skills while supporting Scotiabank wealth professionals in Montreal.