Will and Estate Planner (WEP)
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
Read the full description on TalentApply
Create a free account to see the complete job description, how well your CV matches this role, and apply in one click.
AI rewrites and formats your CV so it reads well and gets past screeners.
Get your match percentage for this exact role before you spend time applying.
Send a polished application in one click — no retyping the same details.
Follow every application in one place instead of digging through your inbox.
Free account · No card required
Your next opportunity starts here
Prepare, apply, track, interview and get hired — all from one platform, with AI in your corner.