Corporate Estate Specialist - National

• Engaging in consultation meetings with clients or prospects and their RMs to identify opportunities where a client is having a transition event in their business and/or in their wealth;
• Assisting with the discovery process to identify goals for business transition and ownership structures, contingencies, continuity, and legacy;
• Undertaking a high-level assessment to understand current state, which may include a review of key personal and corporate information and relevant documents;
• Where appropriate, undertaking a more thorough discovery and analysis, which may require discussions with client’s outside professionals to ensure proper coordination, identifying both short-term and long-term gaps and opportunities, and presenting clients with recommendations that reflect an integrated and total wealth solution;
• Where appropriate, preparing alternative strategies/scenarios (through the use of planning software and other tools); and
• Providing information and direction on complex issues to TOE and SFPCs (in preparation of personal financial plans).

• Being proactive in internal and external communications around UHNW planning and business transition as a total wealth offering available throughout Scotiabank;
• Providing regional support through the delivery of presentations, conference calls and one-on-one discussions with RMs/Advisors, TOE, etc.;
• Reinforcing messaging and tactics being delivered by the Head Office BWT team;
• Assisting in the development and/or delivery of client/prospect events;
• Helping to identify target clients that would benefit from BWT engagements; and,
• Working closely with local sales management leaders to create awareness and identify opportunities to promote the BWT offering.

• Developing a thorough understanding of the Scotiabank Team of Experts (TOE) offerings and strong working relationships with local partners;
• Coordinating TOE integration throughout applicable advanced planning engagements – these experts would include any of: Insurance Consultants, Trust & Estate Consultants, Trust Officers, Philanthropy Specialists, Private Bankers, Insurance Financing Specialists, Debt & Equity Financing Specialists, and Commercial Bankers; and
• Developing and managing local relationships with external specialists and engaging them as part of the advanced planning process, as required, which may include any of: niche tax specialists, business consultants, business valuators, family facilitators, and legal experts.

• Assisting in the development and testing of processes, policies and other tools to continue to build and enhance the BWT offering;
• Participating actively in team learning development activities, and team performance achievements;
• Building effective working relationships across the team, and with various business line and corporate function contacts;
• Ensuring the delivery of an excellent and consistent client experience;
• Facilitating a culture of open and honest communication;
• Actively participating and contributing to touch bases and team meetings;
• Encouraging the generation of new ideas and approaches;
• Actively sharing knowledge and experience to enhance the development of all team members; and
• Developing and executing a meaningful employee development plan.

• University degree
• Professional designation (LL.B, JD), and good standing with applicable provincial professional memberships
• Minimum ten years’ professional experience in corporate/commercial/estate law, in private practice and/or corporate business environment which may also include delivering advanced business succession planning solutions, and/or consulting, to business owners and/or Ultra High Net Worth clients. Designations in professional financial planning and advanced estates and trusts through STEP or a recognized certification association.

Scotiabank