Requisition ID: 214173
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Scotiatrust Senior Will and Estate Planner (ETC) 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 and MD Financial Management clients, by:
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