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Title:  Estate Specialist




Requisition ID: 81282


Employee Referral Program – Potential Reward:  


We are committed to investing in our employees and helping you continue your career at Scotiabank.


Work somewhere where you won’t just do. You will define. Do you want a career where you will make a difference?

You will define customer experiences and journeys, create strong partnerships, and drive towards simpler processes. You will have more impact than you ever thought. You will make a difference in the lives of your customers. You will get to know them, you will provide insight, and you will make it easier for them.

As someone who thrives on making a difference, this is your opportunity to discover your role in the customer experience roadblocks, and provide insight and solutions to make the estate journey easier and enable a superior customer experience.


Our Purpose at the Estates Centre of Expertise:
As you know, at Scotiabank we believe that every customer has the right to be better off. 
We will make an impact on the lives of our customers by getting to know them, providing insight and solutions, and by making it easier. 
When our customers are dealing with a complex process and need our support, the Estates Centre of Expertise team steps in to make a difference. We listen to our customers, identify needs and potential


What is your role in the customer experience?
With your Estate knowledge, you help to guide our customers through the Estate process with the Bank. You will champion a customer focused culture to deepen customer relationships and leverage broader Bank relationships, systems and knowledge.
As an Estate Specialist, you will provide insight, guidance, and advice to customers on the estate settlement process.
•    You will discover your customer’s needs, actively listen, and identify opportunities for business development referrals to partners.
•    You will review all incoming documentation and correction requests and ensure information is correct and actioned within bank policy and government legislation.
•    You will develop and maintain an expert knowledge of all aspects related to estates administration; including operational processes and procedures, day to day banking, lending, and investment processes and procedures.
•    You will understand how the Bank’s risk appetite and risk culture should be considered in your decisions.


What will you learn and bring to the team?
•    You are passionate about the customer experience and are looking to make a difference through the work that you do.
•    Your strong emotional intelligence, empathy, care, and your drive to help our customers helps you win your day.
•    You are curious and strategic in determining process improvements and ways in which your team can become more efficient.
•    Your strong communication skills help you provide insight to your customer, your advanced listening skills help you understand their concerns, and your dedication to helping them makes you go above and beyond to provide them with solutions.
•    You are a team player, and you thrive in a changing, fast paced environment.
•    You have a broad knowledge of investment plans (registered and nonregistered) and the available investment options. You are also familiar with retail deposit products, day-to-day banking, and all retail lending products.
•    You know your way around a computer, and are great at multitasking between numerous systems while dealing directly with your customer.
•    You already have a postsecondary education and are eager to learn more about the Estate process - all while obtaining your Mutual Fund License and an Estates Administration Certification.
•    Desirably, you speak multiple languages and can connect with your customer at a more personal level.




Location(s):  Canada : Ontario : Mississauga 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.


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.

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