Will & Estate Consultant
On-siteHalifax, Nova Scotia, Canada
Halifax, Nova Scotia, CanadaOn-siteFull TimeSmall
Full TimeSmall
Job Summary
Conduct client interview sessions and create comprehensive summary letters recapping estate planning advice. Participate in client and prospect seminars while developing relationships with internal and external estate planning professionals. Stay current on pertinent legislation, policy, and risk management issues to identify new business and referral opportunities. Coordinate actions resulting from interviews and maintain accurate records of activities and results. Collaborate with Investment Advisors to deliver integrated wealth management services to affluent families.
Required Qualifications
- Canadian Law Degree
- Member of the Quebec Board of Notaries or Member of the Bar Association from at least one Canadian province (or equivalent)
- A minimum of 5 years' experience
- Advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunities
- Good knowledge of various insurance products as estate planning tools
- Advanced knowledge of common law related to wills, estates and trusts
- Valid driver's license
Desired Qualifications
- Estate and Trust experience
- Knowledge of Insurance Planning and Solutions
- Knowledge in cross-border estate law
- Society of Trust and Estate Practitioners (STEP) membership
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