About this role
About the Role The Scotia Wealth Management Will and Estate Planner (WEP) provides high-level estate planning guidance to high net worth clients, strengthening relationships and deepening client engagement. Working with Wealth Management advisors, the WEP delivers discovery consultations, analyzes Wills and Powers of Attorney and other estate planning considerations, and identifies opportunities to broaden the client relationship. What You'll Do
- Deliver a high-level estate planning consultation to high net worth Scotia Wealth Management clients
- Partner with Scotiabank Wealth Management advisors to meet with their HNW clients and prospects, reviewing Wills and Powers of Attorney, and providing high-level estate planning recommendations
- Include a 1-2 hour Discovery meeting with the client and advisor to clarify current situation and demonstrate depth of expertise
- Produce a written report for the client and advisor highlighting appropriate, high-level needs-based estate planning strategies and other wealth opportunities (e.g., insurance)
- Recognize opportunities for Total Wealth solutions (financial planning, business succession, investments, private banking and insurance)
- Develop and strengthen relationships with clients and advisors, while building new relationships to increase penetration and offering awareness
- Support Wealth Management business development and actively promote will and estate planning products and services to prospective clients
- Refer opportunities for Trust services to the local Estate & Trust Consultant (ETC); participate in Round Table meetings to triage potential clients; depending on opportunity, provide a consultation or recommend client engagement with an ETC; assist ETC and other teams in assessing potential opportunities