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Estate and Trust Consultant
Location:
Montreal
Description:
Requisition ID: 195776 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, you 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. You will proactively leverage 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: 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 Develop and strengthen relationships and build new relationships with clients, partners, centres of influence, networking and other business development opportunities. Play 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 role Contribute to the effective functioning of the team by: Building effective working relationships with various business lines and corporate function contacts, Coaching. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 11 on ListedBuy
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More About this Listing: Estate and Trust Consultant
Estate and Trust Consultant is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Estate and Trust Consultant by searching Oodle for Consulting Jobs Consultant Jobs.
Estate and Trust Consultant is a Consulting Jobs Consultant Job at Scotiabank located in United States. Find other listings like Estate and Trust Consultant by searching Oodle for Consulting Jobs Consultant Jobs.