Elite Will & Estate Planner for HNW Clients

A leading financial institution in Halifax is seeking a Will and Estate Planner to deliver high-level estate planning consultations and support wealth management business development. The successful candidate will collaborate with Scotia Wealth Management advisors to enhance client relationships and identify wealth opportunities. Ideal candidates possess estate planning experience and deep knowledge of relevant strategies. This role emphasizes building relationships while ensuring a positive client experience.
#J-18808-Ljbffr