This listing was posted on ListedBuy.
Estate and Trust Consultant
Location:
Toronto
Description:
Requisition ID: 191633 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust 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 customized, needs-driven solutions, leveraging the full suite of " Total Wealth" products and services. Proactively leveraging business development strategies, working in partnership, generating new opportunities to support a holistic approach to exceeding our client expectations and earning the business will be the key to your success in this role. Is this role right for you? In this role, you will: 1. Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by: Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor, adding value by providing estate and trust solutions by preparing high level estate plans and highlighting appropriate, needs-based estate planning strategies and solutions as well as other Wealth opportunities Delivering Scotiatrust’s estate planning, trusts and philanthropic advice, including liaising with the client’s lawyer and other external advisors Business Development; marketing and promoting appropriate Scotiatrust products and services. Recognizing opportunities for partners and clients for Total Wealth solutions such as financial planning, business succession, investments, private banking and insurance opportunities Developing and strengthening relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities. . Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 27 on ListedBuy
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