Wednesday, July 16, 2008

Senior Will & Estate Planner

Here's an example of a job posting that was on This is really cool. I'm glad to see these kinds of postings...
As one of Canada's Top 50 Employers for the fourth consecutive year, Scotiabank places great importance on recognizing and rewarding strong performance. We offer room for advancement, a stimulating work environment and the resources to help you make the most of your career. Together, we continue to make Scotiabank a great place to work.

Incorporating the key personal investment and advisory activities within the Scotiabank Group, Wealth Management provides a full range of products and services that encompass retail brokerage, investment management advice, mutual funds and savings products, and financial planning and private client services for affluent clients.


Department assists clients appointing Scotiatrust as their Executor/Trustee with the development of an estate plan, and works with external lawyers for the preparation of client Wills.

Key accountabilities for this role:

  • Support the development of new Wills and estate / trust business and identify cross-sell opportunities
  • Work with eligible clients to provide information / advice on planning options and record /confirm Will instructions
  • Review draft Wills prepared by an external drafting lawyer as to form and content prior to execution
  • Prepare and deliver seminars to staff and clients / prospects in Will and estate planning in conjunction with the Financial Consultants, SPCG and ScotiaMcLeod partners
  • Develop relationships with Centers of Influence for the purpose of initiating new Will - estate opportunities
  • Expert knowledge and understanding of estates, trusts, Will and estate planning, and personal income tax, that may be supported by a LLB., relevant experience and Trust Insititute designations.
  • Effective relationship management and networking skills with particular emphasis on supporting the sales team, working with affluent clients, SPCG and ScotiaMcLeod business lines, and internal and external centers of influence
  • Excellent oral and written communication skills to effectively represent the department
  • Demonstrated speaking and presentation skills in a sales team environment to attract corporate executor and other trust business.
  • LLB, or Trust Insitute Designation and Senior Estate and Trust Planning Experience

The Scotiabank Group is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted. No agencies please.

If interested, please apply online at Scotiabank Careers

1 comment:

Anonymous said...

What constitutes an alternative law job? Is it basically anything other than working as a barrister or solicitor in the traditional sense?