Wealth and Estate Planner, Scotia Wealth Management
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Position: Wealth and Estate Planner, Scotia Wealth Management ON
Requisition
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
The Scotia Wealth Management Will and Estate Planner (WEP) is a key member of the Scotia Wealth Management team; providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, the successful candidate will work to deepen and strengthen client relationships by providing clients with a lighter touch consultation targeted at clients who do not qualify for a full ETC engagement.
The consultation includes a review of their current situation focused on their Wills, Power of Attorney, other estate planning considerations, such as insurance coverage, and their overall financial plan. The focus of the engagement is to showcase additional expertise at Scotia Wealth Management and to identify any high-level estate planning gaps and other opportunities to deepen the client relationship while helping them achieve their goals.
Key Job Accountabilities
Deliver a high-level estate planning consultation to high net worth Scotia Wealth Management clientsPartner with Scotia Wealth Management advisors to meet with their HNW clients and prospects, creating a positive experience for the client and the advisor, adding value by providing a review of their current situation including their Wills and Powers of Attorney to provide high-level estate planning recommendations.Includes a 1-2 hour Discovery meeting with the client and advisor to clarify their current situation and showcase your depth of expertiseOutput is a written report for the client and the advisor highlighting appropriate, high-level needs-based estate planning strategies and solutions as well as other identified Wealth opportunities (e.g. need for insurance)Recognizing opportunities for partners and clients for Total Wealth solutions such as financial planning, business succession, investments, private banking and insurance solutionsDevelop and strengthen existing relationships with clients and advisors, while also building new relationships to increase penetration and awareness of offeringSupport Wealth Management Business Development The WEP is involved in actively promoting will and estate planning products and services to prospective clients. When an opportunity is identified for Trust services, the client is referred to the local Estate & Trust Consultant (ETC) Where needed, the WEP will participate in Round Table meetings to assist in triaging potential clients. Depending on the potential opportunity, WEP would provide a consultation to the client or would recommend the client engage directly with an ETC WEP is available to assist ETC in helping other team of experts, such as Total Wealth Planners and Insurance Consultants, assess potential new opportunities WEP is available to assist ETC in delivering client and advisor education seminars in support of improving awareness around estate planning strategies and solutions that will drive new business and increase referrals from advisorsPlay key risk management role by:Being responsible and accountable for always doing the right thing for clients and ensuring that actions and behaviours drive a positive client experience while operating within the relevant policies and guidelines established for the roleSupporting Scotia Wealth offices with technical expertise and staying current on industry developmentsContribute to the effective functioning of the regional team of specialists by: Participating actively in learning development activities Building effective working relationships with various business lines Contributing to the coordinated delivery of Total Wealth planning, advice, and solutions Facilitating a culture of open and honest communication Actively participating and contributing to touch bases and team meetings Encouraging the generation of new ideas and approaches Sharing knowledge and experience to enhance the development of all team members Developing and executing a meaningful employee development plan5. Additional Accountabilities
Champions a customer focused culture to deepen client relationships…
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