Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Scotia Wealth Management Will and Estate Planner (WEP) is a key member of the Scotia Wealth Management 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 a lighter touch consultation targeted at clients who do not qualify for a full ETC engagement. The consultation includes a review of their current situation focused on their wills, powers of attorney, other estate planning considerations such as insurance coverage, and their overall financial plan. The focus of the engagement is to showcase additional expertise at Scotia Wealth Management and to identify any high-level estate planning gaps and other opportunities to deepen the client ...