Requisition ID: 204884
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Reporting to the Director, Financial Planning, as the Estate and Trust Lead, MD Signature (MDS) - Quebec, you will be responsible for a robust and relevant estate and trust planning offering to MD's most affluent clients, ensuring the insightful and timely delivery of advanced estate and trust planning guidance, information, education and support to MDS advisors, financial planners, tax and insurance specialists, management staff, and on a limited basis, clients, including estate and trust planning for incorporated MDS professionals, physicians and other clients with complex estate issues.
You will work in conjunction with other MDS Wealth Strategy Team members (Tax and Insurance) to drive business development and an exceptional client experience by ensuring that estate and trust planning solutions are integrated with other relevant client solutions. Areas of focus include estate and trust planning solutions that touch on risk management, wealth management, philanthropy, family dynamics, tax planning, insurance strategies, retirement and expertise related to estate and trust planning, business succession, and professional corporations.
Is this role right for you? In this role you will:
The Must Haves:
Assets:
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
"In accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English."
Location(s): Canada : Quebec : Montreal || Canada : Quebec : Quebec
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.